Hello. We are newer to Smokeball and I’m running into issues. In our old system we tracked our various revenue streams (ex. city, county, state, etc.). We had dashboards every month that would show us how much revenue was coming from each client type. Categorizing them by Smokeball’s pre-configured matter types will not work for us because many of our client types don’t fall into those categories. Does anyone else track their different revenue streams and if so, how do you do it in Smokeball? It’s been a bit frustrating for us.
Question
Matter types
- Smokeball Team
Jenn,
That does sound frustrating. I know you’ve probably already seen this but I’ll post just in case - there might be something on our Firm Reporting page that could help. This is something your account manager would likely be able to help with, too. I’ll see if I can find the right person to reach out to you to help!
- Contributor
Thank you for the reply, but the firm reporting page doesn’t help either. Since Smokeball doesn’t let us categorize our client types, it won’t pull the revenue from the various types. Unless you can think of someway I can do this.
- Smokeball Team
Hm, this might also be a Support Ticket to request a product feature if there’s no other way we can work around it.
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