Resource Manager Sample – Pipeline Revenue Performance Dashboard
The Resource Manager Sample - Pipeline Revenue performance dashboard enables you to view historical revenue trends while projecting future workload based on data from the Planning module.
Pipeline Revenue Chart
The Pipeline Revenue chart displays a stacked bar for each year. Each bar segment represents either the actual amount billed or the total planned compensation.
For comparison, the chart also displays a black broken line across each bar that represents the organization revenue target.
The Pipeline Revenue chart illustrates how you can use multiple measures on the same chart.
| Characteristic | Description |
|---|---|
| Chart Type | Stacked bar chart |
| Measures |
Billed Plan Total Compensation Billing |
| Key Performance Indicator (KPI) | RevenueTargetProjectOrg1 |
| Drill Down | From calendar year to quarter to month |
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify target values for the RevenueTargetProjectOrg1 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 pipeline revenue 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 or no organization level filter (depending on Vision Performance Management configuration)
- Project type
- Client
- Project manager
- Project charge type (Default: Regular)
- Project status
- Transaction year (Default: most recent three years)