Executive Sample – Days Outstanding Metrics Performance Dashboard

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

Days Sales Outstanding

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)

• Alignment Test bullet
• Alignment Test bullet

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)	DSOTargetNoDimension
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 DSOTargetNoDimension 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

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)	DWOTargetNoDimension
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 DWOTargetNoDimension 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.)

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 or two organization levels (depending on Vision Performance Management configuration)
• Project type
• Project primary client
• Project principal
• Project manager
• Fiscal year (Default: most recent fiscal year)