Executive Sample – Pipeline Revenue Performance Dashboard
The Executive Sample - Pipeline Revenue performance dashboard enables you to view historical revenue trends while projecting future workload based on data from the Planning module.
Pipeline Revenue Chart
The Pipeline Revenue chart displays a stacked bar for each year and level 1 organization. Each bar segment represents either the actual amount billed or the total planned compensation.
For comparison, the chart also displays a black broken line across each bar that represents the organization revenue target.
The Pipeline Revenue chart illustrates how you can use multiple measures on the same chart.
| Characteristic | Description |
|---|---|
| Chart Type | Bar chart |
| Measures |
Billed Plan Total Compensation Billing |
| Key Performance Indicators (KPIs) | One or two RevenueTargetProject<org level> KPIs, depending on Vision Performance Management configuration |
| Drill Down | From calendar year to quarter to month |
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify target values for the RevenueTargetProject<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.)
Filter Options
You can filter the project data for this performance dashboard based on any or all of the following:
- One or two organization levels (depending on Vision Performance Management configuration)
- Project type
- Project client
- Project manager
- Project principal
- Project charge type (Default: Regular)
- Project status
- Transaction year (Default: most recent three years)