Principal Profit Drilldown Performance Dashboard

The Principal Sample - Profit Drilldown performance dashboard compares revenue, labor total cost, expense total cost, and gross margin by project manager.

Profit Drilldown by Project Manager Chart

Each bar on the Profit Drilldown by Project Manager chart represents one of these measures for the indicated project manager's projects: revenue, labor total cost, expense total cost, and gross margin. Each segment of a stacked bar represents the value of that measure for a specific project. Position the mouse pointer over a segment to display the project number, project name, and measure value for that segment.

For further analysis, you can drill down from project manager through the project work breakdown structure (WBS) levels.

Characteristic	Description
Chart Type	Stacked bar chart
Measures	Revenue Labor Total Cost Expense Cost Gross Margin
Drill Down	From project manager through the lowest level of the work breakdown structure

Automatic Filters

Vision automatically filters the data to only include projects for which both of the following are true:

• The charge type is Regular.
• 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
• Project manager
• Project type
• Project status
• Fiscal year (Default: most recent three years)