Organization Manager Sample – Charts at Cost Performance Dashboard

The Organization Manager Sample - Charts at Cost performance dashboard contains four charts that each focuses on key cost-based metrics for an organization's projects.

Effective Multiplier Chart

Characteristic	Description
Chart Type	Bullet chart
Chart Components	Black horizontal bar — Effective multiplier value Black vertical bar — Effective multiplier target value Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
Measures	Effective Multiplier
Key Performance Indicators (KPIs)	One or two EffectiveMultiplierTarget<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 EffectiveMultiplierTarget<org level> measure. (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.)

Profit Percent Excluding Overhead Chart

Characteristic	Description
Chart Type	Bullet chart
Chart Components	Black horizontal bar — Profit percent excluding overhead Black vertical bar — Profit percent excluding overhead target Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
Measures	Gross Margin Percent
Key Performance Indicators (KPIs)	One or two ProfitPercentExcludingOHTarget<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 ProfitPercentExcludingOHTarget<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.)

Vision does not include overhead in the calculation of values for the Gross Margin Percent measure.

Trend Analysis at Cost Table

The Trend Analysis at Cost chart tracks the change in the value, over time, of several key metrics. The values are based on cost 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 Cost Expense Cost Gross Margin Effective Multiplier
Drill Down	None

Revenue Analysis at Cost Chart

Each pair of bars represents total revenue and labor cost. The data points reference the Gross Margin Percent scale on the right axis to indicate the gross margin percentages.

The Revenue Analysis at Cost 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 Cost Right axis: Gross Margin Percent ()
Drill Down	From fiscal year to quarter to period

Vision does not include overhead in the calculation of values for the Gross Margin Percent measure.

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 Cost	Fiscal year
Revenue Analysis at Cost	Fiscal year Other filters available when you drill down: Fiscal quarter, fiscal period