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Page History
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List of Dashboards and Settings
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Dashboards | Description |
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Financial Dashboard - Contract Detail | The Contract Detail dashboard shows a breakdown of the same metrics as the Summary Dashboard but on a per contract-company level. It also contains graphs for the trend of the labor hours vs. the target and profit margin %. |
Financial Dashboard - Contract Profitability Summary | The Contract Profitablility Summary dashboard shows metrics like total billed, margin, effective rate, contribution rate, and profit per contract classification. It also contains graphs showing the monthly trend for these KPIs. |
Financial Dashboard - Margin Review | The Margin Review dashboard displays the trend of the monthly margins of all the companies under each contract classification. It allows business owners and service managers to determine the companies for observation. |
Financial Dashboard - Effective Rate | The Effective Rate dashboard shows the effective rates for each customer and the contract classification with a breakdown of billed, additional costs, and labor hours. |
Settings | Description |
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Contracts Financial Suite Settings | This dashboard contains the Contracts Financial Suite Settings where the target cost margin is set. |
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Overview
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