Revenue Analytics: Key Concepts

Your system administrator specifies both the current fiscal period and the number of prior fiscal periods for which data is available. The future fiscal periods for which data is available are the periods for which budget data has been loaded into Costpoint Analytics.

For more information on specifying the analysis period, see Specify an Analysis Period.

During the security configuration process for Costpoint Analytics, your system administrator sets up the organization access for your Costpoint Analytics user role. This determines the organizations and reorganizations for which you can view analytic information. The Orgs list only includes organizations to which you have access.

You can change the organization type on the User Options tab. If you select the Reorg option, you can filter the analytics by reorganization:

• The Reorgs list only includes reorganizations to which you have access.

• You do not have access to a reorganization if you do not have access to any of the organizations mapped to that reorganization.

• You have access to a reorganization if you have access to at least one organization mapped to that reorganization.

For more information on filtering the analytics by organization or reorganization, see Filter by Organization. For more information on selecting the option to filter by reorganization on the User Options tab, see Organization or Reorganization.

You can use the Proposals option under the Additional Filters to further filter the data in the analytic. The proposal number and name are loaded as part of the budget or forecast process.

Use the Proposals attribute to select from the following for inclusion in the filter process:

• Projects Only — Select this option to only include projects in the filter process.

• Proposals Only — Select this option to only include proposals in the filter process.

• All — This is the default. Select this option to include both projects and proposals in the filter process.

You can filter and analyze information by either top-level project or revenue-level project. If you select a top-level project, all revenue-level projects under it are included in the analytics data.

If you select one or more projects and then go to another Costpoint Analytics tab for which the project filter option is available, Costpoint Analytics automatically filters those analytics for the same projects.

For general information about making selections in filter lists, see Filter the Analytics: Overview.

Your system administrator determines the guidelines that control how, and when, you are alerted of variances. These alerts are either cautionary or urgent, depending on your configuration settings. A negative variance engages the alerts.

Refer to the following scale to determine the type of alerts that display:

• Cautionary alert — The Variance % cell displays in yellow to indicate that performance is below the expected level but is not yet a critical problem.

• Urgent alert — The Variance % cell displays in red to indicate that performance is far enough below budget that it requires urgent attention.

You can click the Variance column heading to sort a table by alert status. Urgent alerts will display first, and then cautionary alerts, and then projects with an acceptable status.

There are two ways to view revenue: Period and Year-To-Date (YTD). The type of chart impacts the data that displays on the charts.

Period is data for the current analysis period, while YTD provides a cumulative, rolling perspective within a given year. For example, February = January + February, March =  January + February + March, and so on.

Profit defaults to YTD when used initially, but you can switch the chart type at any time.  

To switch the type of chart...

1. Locate the chart type options.  

2. Click Period or YTD. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.