Executive Sample – Revenue Analysis Performance Dashboard

The Executive Sample - Revenue Analysis performance dashboard contains three key revenue-centered metrics for the company.

This is the start of your concept.

Cash Receipts by Organization Level 1 Chart

Each bar on this chart represents the cash receipts amount for an organization or, if you drill down, for a principal or project manager.

Characteristic Description
Chart Type Bar chart
Measures Received
Drill Down From organization level 1 to organization level 2 to principal to project manager

Gross Margin by Project Type Chart

Each bar on this chart represents the gross margin amount for a project type.

Characteristic Description
Chart Type Bar chart
Measures Gross Margin
Drill Down None

Revenue Analysis at Cost Chart

Each pair of bars on this chart 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

Automatic Filters

Vision automatically filters the data to only include projects with the Regular charge type.

Filter Options

You can filter the project data for this performance dashboard based on any or all of the following:

  • One or two organization levels (depending on Vision Performance Management configuration)
  • Project type
  • Project manager
  • Project status
  • 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
Cash Receipts by Organization Level 1

Organization level 1

Other filters available when you drill down: Organization level 2, principal, project manager
Gross Margin by Project Type Project type
Revenue Analysis at Cost

Fiscal year

Other filters available when you drill down: Fiscal quarter, fiscal period