KPI Summary Dashboard

The KPI Summary dashboard is your gateway to CFO Dashboards. Scan the analytics in the six summary areas of the dashboard to get an initial take on the overall financial health of your enterprise. From the KPI Summary dashboard, use the Show Details links or the CFO Dashboards tabs to take your analysis to a more detailed level.

Impact of Options on Other Dashboards

If you go to one of the detail dashboards, select an option, and then return to the KPI Summary dashboard, the option you selected on the detail dashboard is now reflected in the related summary area on the KPI Summary dashboard.

For example, by default the bullet graphs in the Projects Summary area of the KPI Summary dashboard display data for the current fiscal period. If you go to the Projects dashboard and select the YTD option and then return to the KPI Summary dashboard, the bullet graphs now display year-to-date data. Note also that, because the Period and YTD options apply to a number of financial metrics in CFO Dashboards, selecting one of these options on the Projects detail dashboard, for example, also selects it for other detail dashboards and other summary areas on the KPI Summary dashboard that display data based on fiscal period or year.

Related Topics

Related Topics:

  • Cash and AR/DSO Summary
    The Cash and AR/DSO Summary highlights your current cash balance, total accounts receivable, and days sales outstanding (DSO). In addition, the Summary breaks your AR down by aging category and provides a period-by-period comparison of the AR and unbilled revenue components of DSO.
  • Projects Summary
    The Projects Summary displays four key project-based metrics: project revenue, profit, profit margin, and backlog.
  • Trended GL Revenue and Profit Summary
    The Trended GL Revenue and Profit Summary line chart shows how revenue and profit, as reflected in the general ledger, have changed over time for the current fiscal year. You can view trending for period by period revenue and profit or the overall trends year to date.
  • Business Development Summary
    The Business Development Summary charts displays a breakdown of total pipeline by stage for the current year, as of today's date, and for the prior year, as of the same date in that year. Each colored segment in the bars represents the contribution of the corresponding stage to the total pipeline. The prior year pipeline amount and current pipeline amount display above their respective charts.
  • Revenue Forecast Summary
    The Revenue Forecast Summary provides an overview of potential revenue for future periods based on a combination of existing project backlog and estimated pipeline revenue.
  • Employee Count and Utilization Summary
    The Employee Count and Utilization Summary provides an overview of employee counts and labor utilization for your firm.
Parent Topic: Deltek CFO Dashboards