Deltek CFO Dashboards
KPI Summary Dashboard
Cash and AR/DSO Summary
Projects Summary
Trended GL Revenue and Profit Summary
Business Development Summary
Revenue Forecast Summary
Employee Count and Utilization Summary
Projects Dashboard
Revenue Chart
Cost Chart
Profit Chart
Backlog Chart
AR Chart
Unbilled Chart
High/Low Analysis Table
Metric Values by Selected Dimension Chart
Cash and AR/DSO Dashboard
Cash Summary
Cash Account Details Table
Cash Trending Chart
Cash Waterfall Chart
AR Summary
AR Aging Chart
Trending DSO Detail Table
Current DSO by Client Table
Current DSO by Org Table
AR/DSO Chart
Business Development Dashboard
Current Pipeline Chart
Current Pipeline by Attribute Table
Historical Pipeline Chart
YTD Bid Rate Summary
YTD Win Rate Summary
Opportunities Bid On Table
Opportunities Won Table
Opportunities Lost Table
Forecasts Dashboard
Revenue Forecast Chart
Backlog Forecast Chart
Forecast by Opportunity Table
Forecast by Project Table
Balance Sheet Dashboard
Balance Sheet Table
Income Statement Dashboard
Trended Revenue Chart
Trended Profit / Loss Chart
Income Statement Table
Employee Count and Utilization Dashboard
Employee Count Summary
Employee Location/Job Title/GLC/Labor Type List
Employee Count by Org Chart
Employee Count by Location/Job Title/GLC/Labor Type Chart
Direct Utilization Summary
High/Low Analysis Table
Revenue Per Employee by Org Table
Indirect Rates Dashboard
Pool Cost and Pool Base Chart
Trending Cost Pools Chart
What If Analysis Table
The Basics
How to...
Select Filter Values
Search for a Filter Value
Clear Filter Selections
Use Cycle Icons
Sort a Table
Expand and Collapse Table Groups
Save a View of the Data
Add a Bookmark
Display a Bookmarked View
Remove a Bookmark
Extract or Share Dashboard Data
Print a Chart or Table
Email a Chart or Table
Email a Link to the Current View of the Dashboards
Send Chart or Table Data to Microsoft Excel®
Export Chart or Table Data to Comma Separated Values (CSV) Format
Invite Others to Share Your Session
Accept an Invitation to Join a Shared Session
Add and Display Notes
Attach a Note to a Chart or Table
Display All Notes
Display Notes for a Single Chart or Table
Edit a Note
Delete a Note
Add a Comment to a Note
Perform Basic Actions on the iPad
Toolbar and Menu Options
Toolbar Options
Dashboard Shortcut Menu Options
Shortcut Menu Options for Charts, Tables, and Lists