WorkBook Intelligence Glossary

WorkBook Intelligence uses a range of data and naming concepts and terms. These are described in more detail in the following tables.

Data Concepts and Definitions

Data Term	Definition
Client and Job Analysis Dashboards
Sales Value of Costs Incurred or Sales Value	The sales value of a cost item applied to a job. This might be time (time entry), third-party costs (creditor invoice, expense voucher, or purchase order), or a material entry. The respective sales value of all costs applied to a job are summed and represent the Sales Value of Costs Incurred.
Profit	The net difference between the sales values of the costs applied to the job, (see Sales Value of Costs Incurred), less the cost values of those same entries.
Margin	The quotient of Profit and Sales Value of Costs Incurred expressed as a percentage.
Finance Dashboards
Net Profit	The sum of all transactions recorded against General Ledger accounts with type Operating Account for the selected period.
Debtor Spend or Spend by Debtor	The sum of all sales invoices, net of credit notes, created for a client debtor during the selected period.
Creditor Spend or Spend by Creditor	The sum of all purchase invoices, net of credit notes, posted against a creditor during the selected period.
CRM Dashboard
Net Revenue	Based on the Net Revenue defined on the pipeline in the Net Revenue field on the Pipeline Details tab within WorkBook's CRM module.
Resourcing Dashboard
Capacity	The total time an employee resource has available to be used for bookings, expressed in hours. This is derived from the Basic Hours indicated on the employee resource's Capacity Profile tab in the settings area of the Employee Resource card.
Bookings	The sum of all bookings that an employee resource has been booked through the scheduling module. It is expressed in hours.
Client and Job Analysis Dashboards
Time or Time Entry	The sum of all time entries belonging to an employee, including any absence. It is expressed in hours.

Naming Concepts and Terms

Term	Definition
Business Intelligence (BI)	A technology-driven approach to analyzing data and delivering information that helps executives, managers, and workers to make informed business decisions. As part of the BI process, organizations collect data from internal IT systems and external sources, prepare it for analysis, run queries against the data, and create dashboards and visualizations to make analytics results available to business users for operational decision-making and strategic planning.
Dashboard	A user interface that organizes and presents information in a way that is easy to read, somewhat resembling an automobile's dashboard, but interactive. WorkBook provides a Dashboards module where a range of user-defined dashboards can be found. WorkBook Intelligence Dashboards are also located within this module, but use the iFrame functionality to show the various WorkBook Intelligence dashboards within the WorkBook application.
Dashboard Designers	Users who can create and edit dashboards because they have Designer licenses to WorkBook Intelligence.
Dashboard Users	Users who are consumers of WorkBook Intelligence dashboards.
Design Mode	The dashboard mode that enables you to add widgets and rearrange them on a dashboard. You can tell that a dashboard is in Design mode because the icon appears in the upper-right corner of the dashboard. Click this icon to change to the other dashboard mode, View mode.
iFrame	(Inline Frame) An HTML element that loads another HTML page within the document. WorkBook Intelligence dashboards are displayed within iFrames.
Layout Mode	See Design Mode.
Treemap	A visual method for displaying hierarchical data. A treemap uses nested rectangles to represent the branches of a tree diagram.
View Mode	The dashboard mode that enables you only to view a dashboard. Even if you are a Designer, you cannot rearrange or edit a dashboard when it is in View mode. You can tell that a dashboard is in View mode because the icon appears in the upper-right corner of the dashboard. Click this icon to change to the other dashboard mode, Design mode.
Visualization	The translation of information into a visual context—such as charts or graphs, numeric indicators, or text elements— to make data easier for the human brain to understand and pull insights from. The main goal of a visualization is to make it easier to identify patterns, trends, and outliers in large data sets.
Widget	An element of a graphical user interface that displays information or provides a specific way for users to interact with an application or system. On WorkBook Intelligence dashboards, widgets include bar charts, pie charts, text narratives, and many other displays.

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WorkBook Intelligence Glossary

WorkBook Intelligence uses a range of data and naming concepts and terms. These are described in more detail in the following tables.

Data Concepts and Definitions

Data Term	Definition
Client and Job Analysis Dashboards
Sales Value of Costs Incurred or Sales Value	The sales value of a cost item applied to a job. This might be time (time entry), third-party costs (creditor invoice, expense voucher, or purchase order), or a material entry. The respective sales value of all costs applied to a job are summed and represent the Sales Value of Costs Incurred.
Profit	The net difference between the sales values of the costs applied to the job, (see Sales Value of Costs Incurred), less the cost values of those same entries.
Margin	The quotient of Profit and Sales Value of Costs Incurred expressed as a percentage.
Finance Dashboards
Net Profit	The sum of all transactions recorded against General Ledger accounts with type Operating Account for the selected period.
Debtor Spend or Spend by Debtor	The sum of all sales invoices, net of credit notes, created for a client debtor during the selected period.
Creditor Spend or Spend by Creditor	The sum of all purchase invoices, net of credit notes, posted against a creditor during the selected period.
CRM Dashboard
Net Revenue	Based on the Net Revenue defined on the pipeline in the Net Revenue field on the Pipeline Details tab within WorkBook's CRM module.
Resourcing Dashboard
Capacity	The total time an employee resource has available to be used for bookings, expressed in hours. This is derived from the Basic Hours indicated on the employee resource's Capacity Profile tab in the settings area of the Employee Resource card.
Bookings	The sum of all bookings that an employee resource has been booked through the scheduling module. It is expressed in hours.
Client and Job Analysis Dashboards
Time or Time Entry	The sum of all time entries belonging to an employee, including any absence. It is expressed in hours.

Naming Concepts and Terms

Term	Definition
Business Intelligence (BI)	A technology-driven approach to analyzing data and delivering information that helps executives, managers, and workers to make informed business decisions. As part of the BI process, organizations collect data from internal IT systems and external sources, prepare it for analysis, run queries against the data, and create dashboards and visualizations to make analytics results available to business users for operational decision-making and strategic planning.
Dashboard	A user interface that organizes and presents information in a way that is easy to read, somewhat resembling an automobile's dashboard, but interactive. WorkBook provides a Dashboards module where a range of user-defined dashboards can be found. WorkBook Intelligence Dashboards are also located within this module, but use the iFrame functionality to show the various WorkBook Intelligence dashboards within the WorkBook application.
Dashboard Designers	Users who can create and edit dashboards because they have Designer licenses to WorkBook Intelligence.
Dashboard Users	Users who are consumers of WorkBook Intelligence dashboards.
Design Mode	The dashboard mode that enables you to add widgets and rearrange them on a dashboard. You can tell that a dashboard is in Design mode because the icon appears in the upper-right corner of the dashboard. Click this icon to change to the other dashboard mode, View mode.
iFrame	(Inline Frame) An HTML element that loads another HTML page within the document. WorkBook Intelligence dashboards are displayed within iFrames.
Layout Mode	See Design Mode.
Treemap	A visual method for displaying hierarchical data. A treemap uses nested rectangles to represent the branches of a tree diagram.
View Mode	The dashboard mode that enables you only to view a dashboard. Even if you are a Designer, you cannot rearrange or edit a dashboard when it is in View mode. You can tell that a dashboard is in View mode because the icon appears in the upper-right corner of the dashboard. Click this icon to change to the other dashboard mode, Design mode.
Visualization	The translation of information into a visual context—such as charts or graphs, numeric indicators, or text elements— to make data easier for the human brain to understand and pull insights from. The main goal of a visualization is to make it easier to identify patterns, trends, and outliers in large data sets.
Widget	An element of a graphical user interface that displays information or provides a specific way for users to interact with an application or system. On WorkBook Intelligence dashboards, widgets include bar charts, pie charts, text narratives, and many other displays.