Deltek Vantagepoint Help

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Key Financial Metrics

Use the Key Financial Metrics report to display key performance indicators.

How the Report Pulls Together Indicators

This table illustrates how the Key Financial Metrics report gathers key performance indicators in a single location:

Types of statistics for Key Financial Metrics report Related report or application
Revenue

Expenses

Profit

Profit Percentage

Income Statement
Outstanding AR AR Aged
Utilization Time Analysis
Number of Full-time Employees Payroll
Billed

Unbilled

Effective Multiplier

Realization Ratio

Backlog

Office Earnings
Actual Overhead Rate Overhead Allocation
Cash Balance

Cash Change

Balance Sheet

Adjust Report Margins for Printing

The Key Financial Metrics report is optimized for display on your Dashboard. If you need to print the Key Financial Metrics report, either use the options on the Layout tab to adjust the margins or download the report to PDF format to set the output format for printing.

Use Options to Focus Your Report

Many of the options available in the Options tab help you select the data included in the report, so that you can focus on the information most important to you. For example, you can generate the report for one organization or you can include only hourly employees in the utilization statistics.

Settings

To run this report as a cash-basis report, you must select Cash-Basis Reporting on the Options form in General Ledger Settings (Settings > General Ledger > Options).

The Organization Record Access option in Security Settings specifies which organizations your security role can access on reports, including this one.

Multiple Companies

If you use multiple companies, only information for the active company is included in this report. In addition, Vantagepoint excludes intercompany invoices from metrics that are based on billing and accounts receivable data.

Multiple Currencies

If you use multiple currencies, the report displays all monetary amounts in the presentation currency that you select on the Options tab. When you compare amounts on this report to equivalent amounts from a project report, be sure that you use the same presentation currency and exchange rate date for both reports.