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The Variance Analysis table provides an overview of the amount of variance in different aspects of revenue. You can use this table to quickly assess the performance of your entire firm or individual organizations within it, depending on the filter options that you select. The variance percentage and amount calculations are determined in Configuration. |
In this topic |
If the Revenue Variance Analysis table is not visible, click the Variance Analysis tab:
The following data displays on this table:
|
Table Item |
Description |
|
Relative percentage |
The percentage of the total revenue represented by the revenue amount in that table row: (Revenue amount for the row ÷ Total revenue amount in the Total row of the table) × 100 |
|
Projected Revenue |
This column displays the Projected Revenue amount for the selected attribute. See Change the Analyzed Attribute for more information. If a time frame beyond the current period is selected, projections in this column also include the baseline or forecast data. This depends on the Budget Type setting in User Options. If prior year revenue adjustments are included in the PSR tables, projected revenue amounts may include those revenue adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
|
Baseline Budget/Forecast |
This column displays the baseline budget or forecast, depending on the Budget Type setting on the User Options tab. |
|
Variance |
This column displays the variance and is calculated as follows: (Revenue Type – Budget Type)/ Budget Type The column sorts in ascending order by Organization Level, Project Type, Project Manager, or Customer. |
|
Variance % |
This column displays the variance and is calculated as follows: (Revenue Type – Budget Type)/ Budget Type This column sorts in ascending order by Organization Level, Project Type, Project Manager, or Customer. If there is a variance in revenue, a cautionary or urgent alert may display in this column.
See Alerts for more information. |
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...
Locate the chart type options. 
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.
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
Organization View
For descriptions of how each option affects Revenue Analytics, see User Options That Affect Revenue.
By default, this displays the revenue information by top-level organization, but you have the option to display the distribution by any of the following:
Any Organization Level
Project Type
Project Manager
Customer
To change the view, do either of the following:
Right-click 
and select
the view you want.
Click
one or more times to cycle through the views until the one you want
is displayed.
You can use the second column to gain further insight and filter the analyzed attribute by:
Top-level project
Revenue-level project
If you apply filters before you change the view, the table only displays items that satisfy those filters. For example, if you select two project managers in the Project Manager list under Additional Filters and then use to display by Project Type, the table only displays the variance for the two project manager by project type.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a row in the table. Costpoint Analytics removes all data from the table except for that row.
If you focus the table by selecting a row, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.