The Organization Manager Sample - Charts at Billing performance dashboard contains four charts that each focuses on key billing-based metrics for an organization's projects.
Realization Ratio Chart
The
Realization Ratio measure value is calculated as
Net Revenue @ Billing /
Direct Labor Billing.
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Realization ratio value
Black vertical bar — Realization ratio target value
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Realization Ratio
|
| Key Performance Indicator (KPI)
|
RealizationRatioTargetOrg1
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
RealizationRatioTargetOrg1 KPI. (The performance dashboards will not display the targets you specify until you use the Vision Resource Kit to update the Analysis Cubes to include those targets.)
Variance Percent Chart
The
Variance Percent measure value is calculated as
Variance /
Revenue.
(Variance =
Revenue –
Spent @ Billing)
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Variance percent
Black vertical bar — Variance percent target
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Variance Percent
|
| Key Performance Indicator (KPI)
|
VariancePercentTargetOrg1
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
VariancePercentTargetOrg1 KPI. (The performance dashboards will not display the targets you specify until you use the Vision Resource Kit to update the Analysis Cubes to include those targets.)
Trend Analysis at Billing Chart
The Trend Analysis at Billing chart tracks the change in the value, over time, of several key metrics. The values are based on billing rates.
This chart illustrates how you can use multiple measures on the same chart.
| Characteristic
|
Description
|
| Chart Type
|
Line chart collection
|
| Measures
|
Revenue
Billed
Unbilled
Labor Total Hours
Labor Total Billing
Expense Billing
Variance
Realization Ratio
|
| Drill Down
|
None
|
Revenue Analysis at Billing Chart
Each pair of bars on this chart represents total revenue and labor billing. The
data points reference the
Variance Percent scale on the right axis to indicate the variance percentages.
The Revenue Analysis at Billing chart illustrates how you can use multiple measures on the same chart.
| Characteristic
|
Description
|
| Chart Type
|
Dual axis bar chart
|
| Measures
|
Left axis:
Revenue,
Labor Total Billing
Right axis:
Variance Percent ()
|
| Drill Down
|
From fiscal year to quarter to period
|
Automatic Filter
Vision automatically filters the data to only include project data for the top-level organization to which the current Vision user is assigned in the Employee Info Center. ("Top-level organization" is an organization at the highest organization level selected as a filter option in Vision Performance Management configuration.) If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all organizations.
Filter Options
You can filter the project data for this performance dashboard based on any or all of the following:
- One organization level (depending on Vision Performance Management configuration)
- Project type
- Project manager
- Project status
- Project charge type (Default: Regular)
- Fiscal year (Default: most recent three years)
Chart Selections as Filters
When you click on a data point on one of the charts, the other charts are filtered also based on the dimension associated with that data point.
| Chart
|
Chart Selection Filters
|
| Trend Analysis at Billing
|
Fiscal year
|
| Revenue Analysis at Billing
|
Fiscal year
Other filters available when you drill down: Fiscal quarter, fiscal period
|