Key Financial Metrics
The Key Financial Metrics report displays key performance indicators for your firm.
How the Report Pulls Together Indicators
This table illustrates how the Key Financial Metrics report gathers key performance indicators from other parts of Vision into 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 | Vision Payroll |
| Billed
Unbilled Effective Multiplier Realization Ratio Backlog |
Office Earnings |
| Actual Overhead Rate | Overhead Allocation |
| Cash Balance
Cash Change |
Balance Sheet |
| Opportunity Hit Rate | Opportunity Hit Rate List |
Adjust Report Margins for Printing
The Key Financial Metrics report is optimized for display on your Vision 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 dialog box 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 within your firm, or you can include only hourly employees in the utilization statistics.
Configuration Settings
To run this report as a cash-basis report, your system must be set up for cash-basis reporting.
The Organization Record Access option in Security Configuration specifies which organizations your security role has access to on reports, including this one.
Multicompany
If you use the Multicompany feature, only information for the active company is included in this report. In addition, Vision excludes intercompany invoices from metrics that are based on billing and accounts receivable data.
Multicurrency
If you use the Multicurrency feature, the report displays all monetary amounts in the presentation currency you select on the General tab of the Options for Key Financial Metrics dialog box.
When you compare amounts on this report to equivalent amounts from a project report or opportunity report, be sure that you use the same presentation currency and exchange rate date for both reports.
Related Topics
- Display the Key Financial Metrics Report
The Key Financial Metrics report is an executive report. - Key Financial Metrics: Metrics Tab
When you generate a Key Financial Metrics report, Vision creates the report using the set of metrics you select on the Metrics tab on the Options for Key Financial Metrics dialog box. - Key Financial Metrics General Tab
Use the General tab to select the organizations for which you want to generate the report. The options on this tab apply to all metrics. - Key Financial Metrics General Ledger Tab
Use the General Ledger tab to elect an account group and accounts, select the cash-basis option, and specify the reporting period. - Key Financial Metrics
Project Tab
Use the Project tab to select options that control the invoices, clients, and receipts included in the report. - Key Financial Metrics Employee Tab
Use the Employee tab to set utilization and other employee-related options. - Key Financial Metrics Opportunity Tab
Use the Opportunity tab to specify how Vision calculates the hit rate for opportunities. - Metrics Tab of the Options Dialog Box
The Metrics tab is available only for the Key Financial Metrics report. That report has a set of default metrics, but you can modify it.