Legal founders keep year-over-year KPI summaries updated instantly

Founders at small legal firms face reporting errors when stats lack year-over-year summaries, risking billing disputes. It computes and stores three YoY percentages per update, giving founders immediate annual snapshots.

Overview

Manual year-over-year calculations leave founders exposed to reporting errors and billing disputes. This workflow ensures every statistics update produces three stored YoY percentages and an annual snapshot, eliminating manual math and improving report reliability. Operations owners report fewer manual calculation errors and more confidence in their monthly reporting.

Notable Features

Calculate three YoY percentage fields
Lookup prior year records
Store summaries for reporting