The Executive Sample - Revenue Analysis performance dashboard contains three key revenue-centered metrics for the company.
This is the start of your concept.
Cash Receipts by Organization Level 1 Chart
Each bar on this chart represents the cash receipts amount for an organization or, if you drill down, for a principal or project manager.
| Characteristic
|
Description
|
| Chart Type
|
Bar chart
|
| Measures
|
Received
|
| Drill Down
|
From organization level 1 to organization level 2 to principal to project manager
|
Gross Margin by Project Type Chart
Each bar on this chart represents the gross margin amount for a project type.
| Characteristic
|
Description
|
| Chart Type
|
Bar chart
|
| Measures
|
Gross Margin
|
| Drill Down
|
None
|
Revenue Analysis at Cost Chart
Each pair of bars on this chart represents total revenue and labor cost. The
data points reference the
Gross Margin Percent scale on the right axis to indicate the gross margin percentages.
The Revenue Analysis at Cost chart illustrates how you can use multiple measures on the same chart.
| Characteristic
|
Description
|
| Chart Type
|
Dual axis bar chart
|
| Measures
|
Left axis:
Revenue,
Labor Total Cost
Right axis:
Gross Margin Percent ()
|
| Drill Down
|
From fiscal year to quarter to period
|
Automatic Filters
Vision automatically filters the data to only include projects with the Regular charge type.
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 manager
- Project status
- Fiscal year (Default: most recent three years)
Chart Selections as Filters
When you click on a data point on one of the charts, the other charts are filtered also based on the dimension associated with that data point.
| Chart
|
Chart Selection Filters
|
| Cash Receipts by Organization Level 1
|
Organization level 1
Other filters available when you drill down: Organization level 2, principal, project manager
|
| Gross Margin by Project Type
|
Project type
|
| Revenue Analysis at Cost
|
Fiscal year
Other filters available when you drill down: Fiscal quarter, fiscal period
|