Finance Charts Sample – Income Charts Performance Dashboard
The Finance Charts Sample - Income performance dashboard provides three views of closing balances for income statement accounts.
Total by Income Account Type Chart
The Total by Income Account Type bar chart displays a bar for each account type and fiscal year combination. Each bar represents the total closing balances for accounts of the indicated type.
| Characteristic | Description |
|---|---|
| Chart Type | Bar chart |
| Measures | Amount |
| Drill Down | From fiscal year to quarter to period |
Total Income Account Type by Organization Level 1 Chart
The Total Income Account Type by Organization Level 1 bar chart displays the total closing balances for all income statement accounts by organization and fiscal year.
| Characteristic | Description |
|---|---|
| Chart Type | Line chart |
| Measures | Amount |
| Drill Down | From fiscal year to quarter to period |
Income Account Type Table
The Income Account Type table provides the actual closing balance total amounts by fiscal year and account type. You can drill down from account type to account as well as from fiscal year to quarter or period.
| Characteristic | Description |
|---|---|
| Chart Type | Table |
| Measures | Amount |
| Drill Down |
From fiscal year to quarter to period From account type to account number |
Automatic Filter
Vision automatically filters the data to only include accounts with one of the following account types: Revenue, Reimbursable Consultant, Reimbursable, Direct Consultant, Direct, Indirect, or Other Charges.Filter Options
You can filter the account data for this performance dashboard based on any or all of the following filters:
- One or two organization levels (depending on Vision Performance Management configuration)
- Income statement account type (Revenue, Reimbursable Consultant, Reimbursable, Direct Consultant, Direct, Indirect, and Other Charges)
- 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 |
|---|---|
| Total by Income Account Type | Account type or fiscal year |
| Total Income Account Type by Organization Level 1 | Fiscal year or organization level 1 |
| Income Account Type | Fiscal year or organization level 1 |