The Organization Manager Sample - Charts at Cost performance dashboard contains four charts that each focuses on key cost-based metrics for an organization's projects.
Effective Multiplier Chart
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Effective multiplier value
Black vertical bar — Effective multiplier target value
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Effective Multiplier
|
| Key Performance Indicators (KPIs)
|
One or two
EffectiveMultiplierTarget<org level> KPIs, depending on Vision Performance Management configuration
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
EffectiveMultiplierTarget<org level> measure. (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.)
Profit Percent Excluding Overhead Chart
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Profit percent excluding overhead
Black vertical bar — Profit percent excluding overhead target
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Gross Margin Percent
|
| Key Performance Indicators (KPIs)
|
One or two
ProfitPercentExcludingOHTarget<org level> KPIs, depending on Vision Performance Management configuration
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
ProfitPercentExcludingOHTarget<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.)
Vision does not include overhead in the calculation of values for the
Gross Margin Percent measure.
Trend Analysis at Cost Table
The Trend Analysis at Cost chart tracks the change in the value, over time, of several key metrics. The values are based on cost rates.
This chart illustrates how you can use multiple measures on the same chart.
| Characteristic
|
Description
|
| Chart Type
|
Line chart collection
|
| Measures
|
Revenue
Billed
Unbilled
Labor Total Hours
Labor Total Cost
Expense Cost
Gross Margin
Effective Multiplier
|
| Drill Down
|
None
|
Revenue Analysis at Cost Chart
Each pair of bars 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
|
Vision does not include overhead in the calculation of values for the
Gross Margin Percent measure.
Automatic Filter
Vision automatically filters the data to only include project data for the top-level organization to which the current Vision user is assigned in the Employee Info Center. ("Top-level organization" is an organization at the highest organization level selected as a filter option in Vision Performance Management configuration.) If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all organizations.
Filter Options
You can filter the project data for this performance dashboard based on any or all of the following:
- One organization level (depending on Vision Performance Management configuration)
- Project type
- Project manager
- Project status
- Project charge type (Default: Regular)
- 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
|
| Trend Analysis at Cost
|
Fiscal year
|
| Revenue Analysis at Cost
|
Fiscal year
Other filters available when you drill down: Fiscal quarter, fiscal period
|