Key Financial Metrics

The Key Financial Metrics report displays key performance indicators for your firm.

How the Report Pulls Together Indicators

This table illustrates how the Key Financial Metrics report gathers key performance indicators from other parts of Vision into a single location:

Types of statistics for Key Financial Metrics report	Related report or application
Revenue Expenses Profit Profit Percentage	Income Statement
Outstanding AR	AR Aged
Utilization	Time Analysis
Number of Full-time Employees	Vision Payroll
Billed Unbilled Effective Multiplier Realization Ratio Backlog	Office Earnings
Actual Overhead Rate	Overhead Allocation
Cash Balance Cash Change	Balance Sheet
Opportunity Hit Rate	Opportunity Hit Rate List

Adjust Report Margins for Printing

The Key Financial Metrics report is optimized for display on your Vision Dashboard. If you need to print the Key Financial Metrics report, either use the options on the Layout tab to adjust the margins or download the report to PDF format to set the output format for printing.

Use Options to Focus Your Report

Many of the options available in the Options dialog box help you select the data included in the report, so that you can focus on the information most important to you.

For example, you can generate the report for one organization within your firm, or you can include only hourly employees in the utilization statistics.

Configuration Settings

To run this report as a cash-basis report, your system must be set up for cash-basis reporting.

The Organization Record Access option in Security Configuration specifies which organizations your security role has access to on reports, including this one.

Multicompany

If you use the Multicompany feature, only information for the active company is included in this report. In addition, Vision excludes intercompany invoices from metrics that are based on billing and accounts receivable data.

Multicurrency

If you use the Multicurrency feature, the report displays all monetary amounts in the presentation currency you select on the General tab of the Options for Key Financial Metrics dialog box.

When you compare amounts on this report to equivalent amounts from a project report or opportunity report, be sure that you use the same presentation currency and exchange rate date for both reports.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.