The Project Manager Sample - Charts at Billing performance dashboard contains four charts that each focuses on key billing-based metrics for a project manager's projects.
Realization Ratio Chart
The
Realization Ratio measure value is calculated as
Net Revenue @ Billing /
Direct Labor Billing.
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Realization ratio value
Black vertical bar — Realization ratio target value
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Realization Ratio
|
| Key Performance Indicator (KPI)
|
RealizationRatioTargetProject Manager
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
RealizationRatioTargetProject Manager KPI. (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.)
Variance Percent Chart
The
Variance Percent measure value is calculated as
Variance /
Revenue
(Variance =
Revenue –
Spent @ Billing)
| Characteristic
|
Description
|
| Chart Type
|
Bullet chart
|
| Chart Components
|
Black horizontal bar — Variance percent
Black vertical bar — Variance percent target
Shaded areas — 0 - 60% of target, 60 - 80% of target, 80 - 100+% of target
|
| Measures
|
Variance Percent
|
| Key Performance Indicator (KPI)
|
VariancePercentTargetProject Manager
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
VariancePercentTargetProject Manager KPI. (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.)
Revenue Analysis at Billing Chart
Each pair of bars represents total revenue and labor billing. The
data points reference the
Variance Percent scale on the right axis to indicate the variance percentages.
The Revenue Analysis at Billing chart illustrates how you can use multiple measures on the same chart. Revenue and total labor billing display as bars graphed against the vertical axis on the left, while variance percentages display as points graphed against the vertical axis on the right.
| Characteristic
|
Description
|
| Chart Type
|
Dual axis bar chart
|
| Measures
|
Left axis:
Revenue,
Labor Total Billing
Right axis:
Variance Percent ()
|
| Drill Down
|
From fiscal year to quarter to period
|
Variance Tracking Chart
The Variance Tracking chart displays total revenue by quarter as a charted line and total amount spent at billing rates by quarter as a gray filled area. The
Revenue line changes color based on the type and size of the variance. Blue indicates positive variances (Revenue > Spent @ Billing), and orange indicates negative variances. The values at the ends of the color bar below the chart indicate the largest negative and positive variances represented on the chart.
| Characteristic
|
Description
|
| Chart Type
|
Line chart with filled area
|
| Measures
|
Revenue Spent @ Billing
|
| Drill Down
|
None
|
Automatic Filter
Vision automatically filters the data to only include projects for which the project manager is the current Vision user. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all projects.
Filter Options
You can filter the project data for this performance dashboard based on any or all of the following filters:
- Project billing client
- Project status
- Project charge type (Default: Regular)
- Project
- Fiscal year (Default: most recent three years)