Legal Team Matter Intake & Satisfaction Dashboard
Track intake volume, cycle times and business partner satisfaction in one view. Free .xlsx with formulas.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Total Matters Opened (YTD)", "Average Cycle Time (Days)" and "Average Satisfaction Score" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to monitor in-house legal matters from intake through completion while tracking cycle time and stakeholder satisfaction. Enter each new matter on the Data sheet with its intake date, completion date, type, owner, and satisfaction score once available. The KPIs and comparison bars summarize total matters, average cycle time, satisfaction trends, and workload by matter type. Review and update the data regularly to keep leadership informed and to identify process improvement opportunities.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Matters Opened (YTD)" and "Average Cycle Time (Days)"
- Make faster decisions based on "Average Satisfaction Score"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Matters Opened (YTD)
- Average Cycle Time (Days)
- Average Satisfaction Score
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 39 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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