Project Manager Sample – Profit Drilldown Performance Dashboard

The Project Manager Sample - Profit Drilldown performance dashboard compares revenue, labor total cost, expense total cost, and gross margin by project.

Profit Drilldown by Project Chart

Each bar on the Profit Drilldown by Project chart represents one of these measures for the indicated project: revenue, labor total cost, expense total cost, and gross margin.

For further analysis, you can drill down from the top work breakdown structure (WBS) level to lower levels.

Characteristic	Description
Chart Type	Stacked bar chart
Measures	Revenue Labor Total Cost Expense Cost Gross Margin
Drill Down	From higher levels of the work breakdown structure to lower levels

Automatic Filters

Vision automatically filters the data to only include projects for which both of the following are true:

• The charge type is Regular.
• The project manager assigned to the project is the current Vision user. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all projects.

Filter Options

You can filter the project data for this performance dashboard based on any or all of the following:

• Billing client
• Project status
• Project
• Fiscal year (Default: most recent year)