The Project Manager Sample - Charts at Cost performance dashboard contains three charts that each focuses on key cost-based metrics for a project manager's projects.
Profit Percent Excluding Overhead Chart
If you select more than one fiscal year in the
Year filter, one bullet chart displays for each year.
| 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 Indicator (KPI)
|
ProfitPercentExcludingOHTargetProject Manager
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
ProfitPercentExcludingOHTargetProject 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.)
Vision does not include overhead in the calculation of values for the
Gross Margin Percent measure.
Effective Multiplier Chart
If you select more than one fiscal year in the
Year filter, one bullet chart displays for each year.
| 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 Indicator (KPI)
|
EffectiveMultiplierTargetProject Manager
|
| Drill Down
|
None
|
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify company target values for the
EffectiveMultiplierTargetProject 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 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 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:
- Billing client
- Project status
- Project charge type (Default: Regular)
- Project
- Fiscal year (Default: most recent year)