Organization Manager Sample – Charts at Billing Performance Dashboard

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 Indicators (KPIs)	One or two RealizationRatioTarget<org level> KPIs, depending on Vision Performance Management configuration
Drill Down	None

Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify company target values for the RealizationRatioTarget<org level> KPIs. (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 Indicators (KPIs)	One or two VariancePercentTarget<org level> KPIs, depending on Vision Performance Management configuration
Drill Down	None

Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify company target values for the VariancePercentTarget<org level> KPIs. (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