Executive Sample – Accounts Receivable and Promotional Costs Performance Dashboard

The Executive Sample - Promotional Costs and AR Trending performance dashboard contains two charts that enable you to track expenditures on marketing efforts and evaluate trends in your accounts receivable balance.

Promotional Costs by Client Type Chart

Each chart line on the Promotional Costs by Client Type chart represents the amounts spent on promotional projects for a specific client type for the fiscal years you select. You can use this chart to evaluate your expenditures on marketing efforts, broken down by type of client.

Characteristic	Description
Chart Type	Line chart
Measures	Promotional Spent at Cost
Drill Down	From fiscal year to quarter to period

AR Trend Chart

Each chart line on the AR Trend chart represents the trend of the accounts receivable balance for one of your aging categories as of the end of each year you select. You can use this chart to track your success in reducing AR over time.

If you are using the credit memo feature, the chart includes a chart line for credit memo amounts.

The AR Trend chart illustrates how you can use multiple measures on the same chart.

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, and the name of the dashboard is Executive Sample - Promotional Costs.

Characteristic	Description
Chart Type	Line chart
Measures	AR Over 30: Calculated as AR Balance 31-45 + AR Balance 46-60 + AR Balance 61-90 + AR Balance 91-120 + AR Balance Over 120 AR Over 60: Calculated as AR Balance 61-90 + AR Balance 91-120 + AR Balance Over 120 AR Over 90: Calculated as AR Balance 91-120 + AR Balance Over 120 AR Balance Over 120 Credit Memo Amount
Drill Down	From fiscal year to quarter to period

Credit memo amounts tend to be small compared to AR balances, making it difficult to tell, from the AR Trend chart, what the actual amounts are. To display an amount, position the mouse pointer on that data point on the chart.

Automatic Filters

Vision automatically filters the data for the Promotional Costs by Client Type chart to only include projects with the Promotional charge type. That filter does not affect the AR Trend chart, however.

Filter Options

You can filter the dashboard data based on any or all of the following:

• One or two organization levels (depending on Vision Performance Management configuration)
• Project principal
• Project manager
• Project type
• Project billing client
• Fiscal year (Default: most recent three years)