[Doku] Management Dashboard
Posted: Mon Mar 06, 2017 9:59 am
Management Dashboard
General Information
All views are in regards to the period set in the upper right. The period can be changed in 3-month intervals by using the arrows.
Widgets
Income / Expenses
The Income/Expenses element illustrates the development of the income and expenditures per month over the set period. The X-axis shows the months, the Y-axis shows the income and expenditures.
The income is determined from the profits (posted outgoing invoices based on invoice date).
The expenditures are composed of the time recordings for the internal hourly rate + purchase price of material entries + all posted incoming invoices (including cash payments). Open orders are not considered here.
Earnings/Spending
The Earnings/Spending element offers a complete observation of the income and expenditures during the selected period.
Outgoing credits are offset as expenses and incoming credits are offset as income.
Offered Jobs
The total of all approved offers from all offered jobs is displayed here if the job delivery date is in one of the subsequent periods (without job type: “internal”).
The total of all approved job offers is listed here in the Execution or Delivered status (without job type: “Internal”).
The total is divided again into 3 different time periods in the lower area:
Compares the time recordings for customers and the internal time recordings.
The sub-display shows the average number of hours that were entered for customers within the observed period. Only values up to the current date are selected here independent of the displayed period
Job Sizes
Shows the number of jobs in the “Execution”, “Delivered” or “Billed” status, distributed according to the total number of approved offers.
Top Client Shares
Shows the top 5 employees who entered the greatest share of customer-related time recordings during the selected period when compared to the entire time recording.
With corresponding user rights, the time recording control report can be opened by clicking on a row. The dataset that has been clicked on is already chosen for the selection and the period set in the dashboard will also be taken over.
Top Clients
Illustrates the top 5 clients based on obtained income. By clicking on a client, the profitability report will open and the customer is already preselected. The selection is made according to the document date for the date range corresponding to the selection in the dashboard, illustration type “Client compressed”.
Top service codes
Illustrates the top 5 service codes based on obtained income. By clicking on a service type, the service types report will open (provided the module and user rights are present) and the service code is already preselected. The selection is made according to the document date for the date range corresponding to the selection in the dashboard, illustration type “ungrouped”.
- Document version: 5.0.87
- Available starting with manager license type
- User rights: [User name --> My account --> May use the management dashboard]
General Information
All views are in regards to the period set in the upper right. The period can be changed in 3-month intervals by using the arrows.
Widgets
Income / Expenses
The Income/Expenses element illustrates the development of the income and expenditures per month over the set period. The X-axis shows the months, the Y-axis shows the income and expenditures.
The income is determined from the profits (posted outgoing invoices based on invoice date).
The expenditures are composed of the time recordings for the internal hourly rate + purchase price of material entries + all posted incoming invoices (including cash payments). Open orders are not considered here.
Earnings/Spending
The Earnings/Spending element offers a complete observation of the income and expenditures during the selected period.
Outgoing credits are offset as expenses and incoming credits are offset as income.
Offered Jobs
The total of all approved offers from all offered jobs is displayed here if the job delivery date is in one of the subsequent periods (without job type: “internal”).
- ST (Short-term): 0-3 months
- MT (Mid-term): 4-6 months
- LT (Long-term): > 6-months
The total of all approved job offers is listed here in the Execution or Delivered status (without job type: “Internal”).
The total is divided again into 3 different time periods in the lower area:
- ST (Short-term): 0-3 months
- MT (Mid-term): 4-6 months
- LT (Long-term): > 6-months
Compares the time recordings for customers and the internal time recordings.
The sub-display shows the average number of hours that were entered for customers within the observed period. Only values up to the current date are selected here independent of the displayed period
Job Sizes
Shows the number of jobs in the “Execution”, “Delivered” or “Billed” status, distributed according to the total number of approved offers.
Top Client Shares
Shows the top 5 employees who entered the greatest share of customer-related time recordings during the selected period when compared to the entire time recording.
With corresponding user rights, the time recording control report can be opened by clicking on a row. The dataset that has been clicked on is already chosen for the selection and the period set in the dashboard will also be taken over.
Top Clients
Illustrates the top 5 clients based on obtained income. By clicking on a client, the profitability report will open and the customer is already preselected. The selection is made according to the document date for the date range corresponding to the selection in the dashboard, illustration type “Client compressed”.
Top service codes
Illustrates the top 5 service codes based on obtained income. By clicking on a service type, the service types report will open (provided the module and user rights are present) and the service code is already preselected. The selection is made according to the document date for the date range corresponding to the selection in the dashboard, illustration type “ungrouped”.