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The Agreement Profitability dashboards provides insights on key metrics such as Profit Margin, Effective Rate, and Contribution Rate to enable Business Owners and Service Managers in ensuring that all of their agreements are profitable. A breakdown of these metrics per agreement type/company as well as trend graphs are included so that it would be easy for users to determine whether agreements are priced correctly or if agreement labor costs should be managed more effectively.Agree
Table of Contents
List of Dashboards
Dashboard Name | Description |
|---|---|
| Project Summary - SummaryT | This dashboard provides an overview of all projects so that stakeholders can easily monitor their progress and provide timely support. It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager. |
| Project Summary - Project Details | TThe table in this dashboard allows users to deep dive on specific projects or customers and see more details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date. |
Terms and Calculations
Terms | Definition/Calculation |
|---|---|
| Cost Performance Index (CPI) | |
| On Track Delivery Date | |
| On Track Budget Hours | |
| Budget % Remaining | |
| Timeline % Elapsed | |
Last Activity | |
| Agreement Attached | |
| Actual Start | |
| Actual End | |
| Days Past Schedule End |
Project Summary - Summary
The Summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per agreement type. It also contains graphs showing the monthly trend for the KPIs.This dashboard provides an overview of all projects so that stakeholders can easily monitor their progress and provide timely support. It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager.
Available slicers are: Addition Cost (Exclude, Include), Date Range, Agreement TypesStatus, Project Manager, and Project Type
Project Summary - Project Details
The Agreement Details dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per agreement-company level. It also contains graphs that show the trend of the following: labor hours vs the target, profit margintable in this dashboard allows users to deep dive on specific projects or customers and see more details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date.
Available slicers are: Addition Cost (Exclude, Include), Date Range, Agreement TypesStatus, Project Manager, and Project Type
Overview
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