Task: Create a dashboard for Attorney Caseload

• Phase 1: Collect needed data from internal systems
• Phase 2: Organize and load data into Google Sheets, create function to create needed table
• Phase 3: Create a dashboard to visualize the processed data

Situation:

It is imperative that marketing money is moved to specific geographic regions to give specific attorneys, at specific offices a full case load. or to stop the inflow of clients to overworked offices/attorneys. The issue is that cases open and close all times.

Hypothesis

Using available data (from law firm systems) along with Google Sheets, a dashboard could be automated to show caseload. This caseload could be pre-built and easy updated by copying and pasting data to a referenced sheet.

Implementation

Data gathered from law firm software is uploaded into Sheets and with some savvy formulas, a dashboard was created.

Results

Outcome Now marketing can see weekly how many offices have full cases loads, or need extra cases.