Predefined Dashboards

You can use predefined dashboards immediately, without having to complete the process of making a customized dashboard from scratch. You can also use predefined dashboards as a baseline for a dashboard that you have in mind.

You can add or remove dashparts, edit dashparts, change the layout of dashparts, rename the dashboard, and give employees access to the predefined dashboard.

If your firm uses multiple companies, the data that is displayed in the dashboards and dashparts is based on the active company. When you change the active company, the dashboards and dashparts are refreshed to display data from the new company that you select. This applies to dashparts created using the Account and Account Detail dashpart bases.

When your company uses multiple currencies, you must define the presentation currency, which is the currency displayed in the dashparts of a dashboard.

The following predefined dashboards and corresponding dashparts are available:

Field	Description
Accounting	This predefined dashboard is available if the Accounting or PSA module is activated. Use this dashboard to view key performance indicators and metrics that are important for accounting staff. With this dashboard, you are able to view trending information for information such as Cash, AR, Labor Cost and Revenue as well view profit and loss activity for the last 6 months. This dashboard includes the following dashparts: Cash Management Trends Analysis AR Aging Utilization Total Revenue & Labor Trends Key Financial Metrics Account Balances Top 10 clients - Receivables Project Receivables by client Projects approaching completion Profit & Loss (last 6 months)
Accounts Receivable	This predefined dashboard is available if the Accounting or PSA module is activated. Use this dashboard to display your project's unpaid invoices, aged unpaid invoices, and receipt transactions for the month. AR Unpaid Detail Receipts - this month AR Aging
Ajera CRM Projects	This predefined dashboard is available if the CRM module is activated. Use this dashboard to view total values related to the project from Ajera. The total values are updated during the Ajera synchronization process. This dashboard includes the following dashparts: Ajera CRM Cost Ajera CRM WIP Ajera CRM Billed Ajera CRM Receivable Ajera CRM Spent Ajera CRM Budget & Revenue
BD Active Pursuits	This predefined dashboard is available if the CRM module is activated. This dashboard provides more information on your company’s active pursuits including the weighted and estimated fee by stage and project type. You can also view the summary and detail information on your pursuits. This predefined dashboard includes the following dashparts: Weighted and Estimated Fee by Stage Weighted and Estimated Fee by Stage - Detail Weighted Fee by Project Type Top 10 Pursuits Top 10 Clients Pursuits by Probability Pursuits by Probability - Detail
BD Hit Rate Analysis Last Quarter	This predefined dashboard is available if the CRM module is activated. Use this dashboard to evaluate pursuits that were won and lost in the last calendar quarter to help better understand the reasons why a pursuit was won or lost, and to find out which types of pursuits were most successful. This predefined dashboard includes the following dashparts: Pursuits Won vs Lost Last Quarter Hit Rate by BD Lead Last Quarter Hit Rate by Project Type Pursuits Won & Lost last quarter Won/Lost by Reason
Billing Review	This predefined dashboard is available if the Accounting or PSA module is activated. Use this dashboard to display an overview of pending billing and billing terms for active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level. This predefined dashboard includes the following dashparts: Billing Review Billing Terms Review
CRM	This predefined dashboard is available if the CRM module is activated. It provides CRM users with visibility to their activities so that they have quick access to the information they need. The CRM predefined dashboard also displays upcoming milestones. You can see estimated and weighted revenue in different ways, helping you to manage your pipeline. This dashboard includes the following dashparts: Upcoming Milestones My Activities Pipeline My Pursuit
Draft Invoice Approvals	This predefined dashboard is available if the Accounting or PSA module is activated. Use this dashboard to display an overview of pending draft invoices and unbilled accounts receivables, and compares the billed and unbilled amounts to contract amounts. This predefined dashboard includes the following dashparts: Billed Plus Unbilled vs Contract Unbilled Aging Draft Invoice Review
Employee	This predefined dashboard is available if the PSA, Accounting, CRM, or Resource Planning module is activated. This predefined dashboard provides a view of the employee's projects, the employee's utilization in the projects, and the indirect time analysis metrics for the current quarter for the projects. If CRM is enabled, employees can view their project activities in the My Activities system dashpart. This dashboard includes the following dashparts: My Utilization this Quarter My Indirect Time Analysis this Quarter My Active Projects My Activities If you upgraded from a previous version of Vantagepoint to Vantagepoint 3.0, the My Utilization this Quarter and My Indirect Time Analysis this Quarter predefined dashparts are not included in the Employee predefined dashboard. If you have the PSA and Accounting modules activated, you can add the predefined dashparts manually by editing the Employee predefined dashboard.
Employee Utilization	This predefined dashboard is available if the PSA or Accounting module is activated. This dashboard provides an overview of the utilization metrics for active employees and supervisors, for the current year. This dashboard includes the following dashparts: Employee Utilization this Year Employee Indirect Time Analysis this Year Employee Utilization this Year by Supervisor Employee Time Analysis this Year
Principal	This predefined dashboard is available if the Accounting or PSA module is activated. Principals and executives can use this dashboard to view company performance from a fiscal and project perspective. This dashboard includes the following dashparts: Cash Management Trends Analysis AR Aging Utilization Total Revenue & Labor Trends Key Financial Metrics Account Balances My Projects where I'm Principal Top 10 Clients - Receivables Project Receivable by client Project Revenue Top 10 Projects - Profit % Profit Percent Pipeline
Project Details	This predefined dashboard is available if the Accounting or PSA module is activated. This dashboard displays a project manager's projects with unposted labor transactions, transferred transactions, invoices entered in the last two weeks, and transactions that are not yet final billed. This dashboard includes the following dashparts: Unposted Labor Detail My Project Transfer Detail Project Detail Entered in the Last Two Weeks Billing Status Detail
Project Manager	This predefined dashboard is available if the Accounting, PSA, or Resource Planning module is activated. This dashboard provides project managers with a view into their projects from multiple perspectives, such as the information on spent amounts and the remaining budget of projects from a summary and detail level. This dashboard includes the following dashparts: Upcoming Milestones Project Snapshot Project Remaining My Project Snapshot Profit & Revenue Project Profit My Projects Client AR - My Projects My Project List
Project Planning	This predefined dashboard is available if the Accounting or PSA module is activated. This dashboard provides project managers a view of your project's trending against the compensation value trending for the day and the total compensation value. The dashboard also displays the project's planned billing and costs, and actual billing and costs. This dashboard includes the following dashparts: Project Plan Summary - Billing Project Plan Summary - Cost Project Planning Review
Resource Planning	This predefined dashboard is available if the Resource Planning module is activated. Designed for project managers or resource managers, this dashboard allows you to view generic resource assignments that are coming up and see which ones need to be assigned to an actual employee/resource. This predefined dashboard contains the Upcoming Generic Assignments system dashpart.

See Predefined Dashparts for more information on the different predefined dashparts found in each predefined dashboard.