Analytics
YTD Billed
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January — today
Last 12 Months
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Rolling total
Data Source
AR Aging
Invoice amounts by due date
Monthly Billing — Last 12 Months
Top Clients by Amount
By Engagement Type
Total AR Outstanding
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Overdue
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Past due date
Current AR %
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Within terms
Aging Breakdown
By Bucket
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Active Matters
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Engagement Types
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View
Engagement Pipeline
Active engagements only
By Stage
By Engagement Type
Deadlines by Month — Next 6 Months