Project Manager Sample – Charts at Billing Performance Dashboard

The Project Manager Sample - Charts at Billing performance dashboard contains four charts that each focuses on key billing-based metrics for a project manager'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 Indicator (KPI)	RealizationRatioTargetProject Manager
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 RealizationRatioTargetProject Manager 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.)

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 Indicator (KPI)	VariancePercentTargetProject Manager
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 VariancePercentTargetProject Manager 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.)

Revenue Analysis at Billing Chart

Each pair of bars 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. Revenue and total labor billing display as bars graphed against the vertical axis on the left, while variance percentages display as points graphed against the vertical axis on the right.

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

Variance Tracking Chart

The Variance Tracking chart displays total revenue by quarter as a charted line and total amount spent at billing rates by quarter as a gray filled area. The Revenue line changes color based on the type and size of the variance. Blue indicates positive variances (Revenue > Spent @ Billing), and orange indicates negative variances. The values at the ends of the color bar below the chart indicate the largest negative and positive variances represented on the chart.

Characteristic	Description
Chart Type	Line chart with filled area
Measures	Revenue Spent @ Billing
Drill Down	None

Automatic Filter

Vision automatically filters the data to only include projects for which the project manager 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 filters:

• Project billing client
• Project status
• Project charge type (Default: Regular)
• Project
• Fiscal year (Default: most recent three years)