Top Lawyers — toplawyers.io

# Monthly Firm Metrics Dashboard

Copy this layout into a spreadsheet. One row per month.

## Columns
| Column | What to enter |
|---|---|
| Month | e.g. Sep 2026 |
| New inquiries | Calls, forms, and emails |
| Consultations booked | |
| Consultations held | |
| New clients signed | |
| Revenue collected | |
| Outstanding receivables | |
| Referrals received | |
| Reviews gained | |

## Formulas
- Booking rate = consultations booked / new inquiries
- Show rate = consultations held / consultations booked
- Close rate = new clients signed / consultations held
- Average revenue per new client = revenue collected / new clients

## Lead source tracker
| Source | Inquiries | Clients | Notes |
|---|---|---|---|
| Referrals | | | |
| Website / search | | | |
| Social media | | | |
| Podcast | | | |
| Other | | | |

## Suggested charts
- Line: inquiries and clients by month
- Bar: clients by source
- Line: close rate by month

## Monthly reflection (5 minutes)
1. Which number moved the most, and why?
2. Which source deserves more time?
3. What one change will I make next month?