Organization Manager Sample – Days Outstanding Metrics Performance Dashboard

The Organization Manager Sample - Days Outstanding Metrics performance dashboard contains two charts that help you monitor days sales outstanding (DSO) and days WIP outstanding (DWO for your organization.

Days Sales Outstanding Chart

Use the Days Sales Outstanding chart to view DSO for the 90-day period preceding the most recent selected period, and compare that value to the target value:

• DSO = Accounts Receivable Balance / (Revenue Total for the last 90 transaction days / 90)

Note: The Standard Edition of Microsoft SQL Server 2008/2008 R2 does not support this chart. You must have the Enterprise Edition. If you have the Standard Edition, the dashboard does not display this chart.

Characteristic	Description
Chart Type	Bullet chart
Chart Components	Black horizontal bar — DSO value for past 90 days Black vertical bar — DSO target value Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
Measures	DSO 90
Key Performance Indicator (KPI)	DSOTargetOrg1
Drill Down	None

Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify target values for the DSOTargetOrg1 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.)

Days WIP Outstanding Chart

Use the Days WIP Outstanding chart to view DWO for the 90-day period preceding the most recent selected period, and compare that value to the target value:

• DWO = Unbilled Total / (Revenue Total for the last 90 transaction days/90)

Note: The Standard Edition of Microsoft SQL Server 2008/2008 R2 does not support this chart. You must have the Enterprise Edition. If you have the Standard Edition, the dashboard does not display this chart.

Characteristic	Description
Chart Type	Bullet chart
Chart Components	Black horizontal bar — DWO value for past 90 days Black vertical bar — DWO target value Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
Measures	DWO 90
Key Performance Indicator (KPI)	DWOTargetOrg1
Drill Down	None

Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify target values for the DWOTargetOrg1 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.)

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 the Days Sales Outstanding and Days WIP Outstanding charts based on any or all of the following:

• One organization level (depending on Vision Performance Management configuration)
• Project type
• Project manager
• Project primary client
• Fiscal year (Default: most recent fiscal year)