Principal Sample – Pipeline Revenue Performance Dashboard
The Principal 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 time period. Each bar segment represents either the actual amount billed or the total planned compensation for your projects.
For comparison, the chart also displays a black broken line across each bar that represents the revenue target for your projects.
The Pipeline Revenue chart illustrates how you can use multiple measures on the same chart.
| Characteristic | Description |
|---|---|
| Chart Type | Stacked bar chart |
| Measures |
Billed Plan Total Compensation Billing |
| Key Performance Indicator (KPI) | RevenueTargetProjectPrincipal |
| 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 RevenueTargetProjectPrincipal 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.)
Automatic Filter
Vision automatically filters the data to only include projects for which the principal assigned to the project 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:
- Project type
- Project client
- Project manager
- Project charge type (Default: Regular)
- Project status
- Transaction year (Default: most recent three years)