Monthly Firm Metrics Dashboard

A plain spreadsheet layout for tracking leads, conversions, revenue, and referrals in fifteen minutes a month.

You cannot improve what you never measure, but most solo and small-firm lawyers avoid dashboards because they sound complicated. This one fits on a single sheet and takes about fifteen minutes to update.

What’s inside

A layout for the eight numbers that matter most
Formulas for conversion rates
A source-of-lead tracker
A monthly reflection prompt
Suggested chart types

How to use it

Copy the layout into any spreadsheet tool.
Enter your numbers on the first of each month.
Compare to the prior three months.
Choose one improvement for the next month.

Get the Monthly Firm Metrics Dashboard

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