Principal Sample – Days Outstanding Metrics Performance Dashboard

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

Days Sales Outstanding Chart

Use the Days Sales Outstanding chart to view DSO for your projects 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)

If you select multiple fiscal years in the Year filter, the dashboard displays a separate chart for each year.

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)	DSOTargetPrincipal
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 DSOTargetPrincipal 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 Chart

Use the Days WIP Outstanding chart to view DWO for your projects 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)

If you select multiple fiscal years in the Year filter, the dashboard displays a separate chart for each year.

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)	DWOTargetPrincipal
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 DWOTargetPrincipal 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 projects for which the principal assigned to the project 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 the Days Sales Outstanding and Days WIP Outstanding charts based on any or all of the following:

• Project type
• Project manager
• Project primary client
• Fiscal year (Default: most recent year)