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Example of a Support and Service Level Dashboard for Technology Companies

What is a Support and Service Level Dashboard?

Support and Service Dashboards are considered helpdesk analysis tools and are used by COO’s and Helpdesk Managers to track ticket volumes and performance of support teams. Some of the main functionality in this type of dashboard is that it provides an easy way for leaders to analyze helpdesk metrics from seven different perspectives, including: 1) Table with support agent by department and location and with metrics for Number of incoming calls and Calls answered within or after 30 seconds, 2) Monthly trend in calls answered within 30 seconds, 3) Total incoming calls, 4) Percent of calls answered within 30 seconds, 5) Percent spam calls versus real calls, 6) Tickets by type, and 7) Monthly trend in support types. You find an example of this type of dashboard below.

Purpose of Support and Service Level Dashboards

Tech companies use Support and Service Level Dashboards to give helpdesk managers an easy way to monitor KPIs for their support teams. When used as part of good business practices in Helpdesk  departments, an organization can improve its service levels and internal (or external) customer satisfaction, and it can reduce the chances that lack of metrics and measurement hides performance issues that later can result in escalating problems.

Example of a Support and Service Level Dashboard

Here is an example of a Support and Service Level Dashboard with KPIs and trends for call types and performance statistics.

Example of a Support and Service Level Dashboard for Technology Companies

Example of a Support and Service Level Dashboard for Technology Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Helpdesk/support managers, Global helpdesk executives, support team leaders.

Other Reports Often Used in Conjunction with Support and Service Level Dashboards

Progressive Helpdesk departments sometimes use several different Support and Service Level Dashboards, along with Detailed support reports per team and individual, scorecards, staff and payroll planning models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from helpdesk systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Student Enrollment Dashboard for Higher Education Institutions

What is a Student Enrollment Dashboard?

Enrollment Dashboards are considered student body analysis tools and are used by Enrollment Officers and University Administrators to monitor enrollment statistics. Some of the main functionality in this type of dashboard is that it enables analysis of the incoming student population from six different perspectives: 1) KPIs with Total applicants, Admitted students, and Admission rate (%), 2) Top five recruiting sources by number of applicants, 3) Top five schools by applicants, 4) Table with applicants by school with metrics for applicant numbers, admitted students, and admission rate, 5) Applicants by school ranked by number of applicants, and 6) Applicant and admission trend by semester. The user can filter the dashboard by year and campus using the parameters on the left side of the screen. You find an example of this type of dashboard below.

Purpose of Student Enrollment Dashboards

Universities and colleges use Student Enrollment Dashboards to give administrators an easy way to monitor enrollment trends and statistics. When used as part of good business practices in Enrollment and Academic departments, an organization can improve its student-related strategies including recruiting and academic offerings, and it can reduce the chances that poor visibility to essential enrollment KPIs leads to sub-optimal policies and planning.

Example of a Student Enrollment Dashboard

Here is an example of a Student Enrollment Dashboard with applicant statistics and admission rates.

Example of a Student Enrollment Dashboard for Higher Education Institutions

Example of a Student Enrollment Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: University officials, boards, enrollment officers, recruiting officers, strategic planners, academic officers, student administrators,.

Other Reports Often Used in Conjunction with Student Enrollment Dashboards

Progressive Enrollment and Academic departments sometimes use several different Student Enrollment Dashboards, along with Detailed enrollment reports, academic summary reports, financial dashboards, annual budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from student information systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Grant Dashboard for Higher Education Institutions

Grant Dashboard for Higher Education Institutions

What is a Grant Dashboard?

Grant Dashboards are considered financial analysis tools and are used by Financial Executives and Grant Managers to monitor grant metrics and related activities. Some of the main functionality in this type of dashboard is that it enables analysis of grants from six different perspectives: 1) KPIs for granted amounts, requested amounts and granted as a percent of requested amounts, 2) Granted and requested amounts ranked by school, 3) Granted and requested amounts ranked by major, 4) Table with grants by school and measures for granted amount, requested amount, variance %, and variance amount, 5) Table with grants by type (based on filter seen in lower left corner of dashboard), and 6) Grants by type comparison chart. You find an example of this type of dashboard below.

Purpose of Grant Dashboards

Universities and colleges use Grant Dashboards to have an easy way to monitor the organization’s grant activities. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Grant Management departments, an organization can improve its grant program strategies and decisions, and it can reduce the chances that leaders don’t have a clear understanding of grant requests and uses.

Example of a Grant Dashboard

Here is an example of a Grant Dashboard with KPIs and ranked comparisons of granted and requested amounts seen from various perspectives.

Example of a Grant Dashboard for Higher Education Institutions

Example of a Grant Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: University officials, boards, CFOs, grant managers, budget managers, strategic planners.

Other Reports Often Used in Conjunction with Grant Dashboards

Progressive Financial Planning & Analysis (FP&A) and Grant Management departments sometimes use several different Grant Dashboards, along with Detailed grant reports, financial dashboards, financial statements, detailed budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Student Demographics and KPI Dashboard

What is a Student Demographics and KPI Dashboard?

Student Dashboards are considered operational analysis tools and are used by university executives, enrollment- and academic officers to get a single view of key metrics related to the student body. Some of the main functionality in this type of dashboard is that it provides analysis of student KPIs from nine different perspectives, including: 1) Total-, graduate and undergraduate student count, 2) Top five majors by student count, 3) Student count by ethnicity, 4) Student count by category (continuing graduate/undergraduate, transfer, first time), 5) Table with students by name, gender, GPA, level and ethnicity, 6) Students by gender, 7) Students by marital status, 8) GPA by ethnicity, and 9) GPA by visa type. You find an example of this type of dashboard below.

Purpose of Student Dashboards

Universities and colleges use Student Demographic and KPI Dashboard to give officials an easy way to analyze their student body and potential emerging trends. When used as part of good business practices in Enrollment and Academic departments, an organization can improve its improve and speed up decisions and planning related to their student strategies, and it can reduce the chances that policies are sub-optimized due to lack of current, easily understandable data.

Example of a Student Demographic and KPI Dashboard

Here is an example of a Student Analysis Dashboard with important metrics and trends related to enrolled students.

Example of a Student Demographics and KPI Dashboard

Example of a Student Demographics and KPI Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: University officials, boards, enrollment officers, academic officers, budget managers, strategic planners.

Other Reports Often Used in Conjunction with Student Demographic and KPI Dashboards

Progressive Enrollment and Academic departments sometimes use several different Student Dashboards, along with detailed enrollment reports, academic summary reports, financial dashboards, detailed budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Financial Simulation Dashboard for Higher Education Institutions

What is a Financial Simulation Dashboard for Higher Education?

Financial Simulation Dashboards are considered modelling tools and are used by CFOs and analysts to quickly and easily perform what-if analysis to forecast potential outcomes for revenues, expenses and the resulting surplus or deficit. They can use this interactive simulation dashboard to estimate monthly results, and they can also use it to set targets as input for the annual budget or mid-year forecasts.

Some of the main functionality in this type of dashboard is that it provides “sliders” that the user move left or right to make estimates, and the results are immediately displayed in the Surplus/Deficit gauge and charts. The dashboard has the following components: 1) A slider to set the target Margin in %. This then calculates the Margin amount and displays the gap to get there based on the Revenues and Expenses in the simulation, 2) Sliders to adjust all major revenue categories up or down. In the example, these categories include: Tuition, web courses, educational sponsors (grants, donations, etc.), parking fees, consulting fees, 3) Sliders to adjust major Expense components. In the example, these include: Repairs and maintenance, scholarships, research, other expenses, 4) Gauge that calculates the resulting Surplus (or deficit), and 5) Two pie charts that show the breakdown of the simulated revenues and expenses. The filters on the far left enable the user to create scenarios for specific schools, campuses and years. You find an example of this type of interactive dashboard below.

Purpose of Financial Simulation Dashboards

Universities and colleges use Financial Simulation Dashboards to give financial managers a very easy way to create scenarios, and to do what-if analysis and modelling. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can optimize its decisions by improving planning agility and speed, and it can reduce the chances that cumbersome models limits the organization’s planning capabilities to only be focused on the annual budget process.

Example of a Financial Simulation Dashboard

Here is an example of a Financial Modelling Dashboard with sliders to simulate revenues and expenses and to instantly forecast potential outcomes.

Example of a Financial Simulation Dashboard for Higher Education Institutions

Example of a Financial Simulation Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, analysts, budget managers.

Other Reports Often Used in Conjunction with Financial Simulation Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Simulation Dashboards, along with Financial statements, financial dashboards, annual budget models, forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Expense Analysis Dashboard for Higher Education Institutions

What is an Expense Analysis Dashboard for Higher Education?

Expense Dashboard are considered financial analysis tools and are used by CFOs and Accounting Managers to quickly understand uses of funds and variances versus plan and prior year. Some of the main functionality in this type of dashboard is that it provides simple way to analyze operating expenses from six different perspectives: 1) Top five expense sources with comparison of actual, actual last year and budget. Sources listed in the example include: Repairs and maintenance, scholarships, research, books and library, licenses and other, 2) Total annual expenses with actual and budget comparison, 3) Table with ranked listing of all expense categories and comparison of actual figures with actual last year, variance (%), budget and budget variance, 4) Build up of components of actual expenses, 5) Total expenses by school, and 6) Expenses by campus. The user can apply filters using the “Filter Menu” on top of the screen. You find an example of this type of dashboard below.

Purpose of Expense Analysis Dashboards

Universities and colleges use Expense Dashboards to provide executives with different ways to slice and compare operating expenses. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its decision speed and surplus/deficit, and it can reduce the chances that leaders miss areas of unplanned overspending.

Example of an Expense Dashboard

Here is an example of an Expense Analysis Dashboard with comparison of different uses of funds as well as budget variances.

Example of a Expense Analysis Dashboard for Higher Education Institutions

Example of a Expense Analysis Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFO, accounting managers, budget managers, cost accountants.

Other Reports Often Used in Conjunction with Expense Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Expense Dashboards, along with Financial statements, detailed expense reports, annual budgets, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Revenue Dashboard for Higher Education Institutions

What is a Revenue Dashboard for Higher Education Institutions?

Revenue Dashboard are considered funding analysis tools and are used by executives and CFOs to quickly understand revenue sources and variances. Some of the main functionality in this type of dashboard is that it gives the user a simple way to analyze funding sources from six different perspectives: 1) Top five revenue sources with comparison of actual, actual last year and budget. Sources listed in the example include: Tuition, Web courses, Education sponsor, Consulting fees, Parking fees, 2) Total annual revenue with actual and budget comparison, 3) Table with ranked listing of all revenue sources and comparison of actual figures with actual last year, variance (%), budget and budget variance, 4) Build up of components of actual revenue, 5) Revenue by campus, and 6) Revenue by school. The user can apply filters using the “Filter Menu” on top of the screen. You find an example of this type of dashboard below.

Purpose of Higher Ed Revenue Dashboards

Universities and colleges use Higher Ed Revenue Dashboards to provide executives with different ways to slice and compare revenue streams. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its decision speed and revenues, and it can reduce the chances that leaders miss important performance issues.

Example of a Higher Ed Revenue Dashboard

Here is an example of a Revenue Dashboard with comparison of different sources of funds as well as budget variances.

Example of a Revenue Dashboard for Higher Education Institutions

Example of a Revenue Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Boards, Executives and Office of Finance.

Other Reports Often Used in Conjunction with Higher Ed Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Higher Ed Revenue Dashboards, along with Financial statements, detailed funding reports, annual budgets, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Customer Billing Dashboard for Professional Services Companies

What is a Customer Billing Dashboard?

Customer Billing Dashboards are considered client analysis tools and are used by executives and project managers to review revenues and hours by client and location. Some of the main functionality in this type of dashboard is that it provides analysis from these two major perspectives: 1) Customers ranked by billable amount and with billable hours and nonbillable hours, and 2) Customer locations (note that the size of the markers can be set to correspond to e.g. the billable amount for each customer). The user can choose year with the drop down filter on the top of the screen. You find an example of this type of dashboard below.

Purpose of Customer Billing Dashboards

Professional service organizations use Customer Billing Dashboards to gives managers an easy way to see which customers are providing the most revenues , or reversely – nonbillable hours, and if there are any patterns related to geographical customer location. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting departments, an organization can improve its customer strategies and increase revenues, and it can reduce the chances that important trends are missed with resulting impact on margins..

Example of a Customer Billing Dashboard

Here is an example of a Customer Billing Dashboard with billing and hourly metrics as well as geographic location displayed on a map.

Example of a Customer Billing Dashboard for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, consulting managers, analysts, sales managers.

Other Reports Often Used in Conjunction with Customer Billing Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting departments sometimes use several different Customer Billing Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Dashboard for a Professional Services Company

What is a Project Dashboard for a Professional Services Company?

Project Dashboards are considered operational monitoring tools and are used by executives and project managers to analyze consulting resources and project performance. Some of the main functionality in this type of dashboard is that it enables analysis of KPIs and other metrics from six different perspectives: 1) Project manager ranked by billings and with billable amount, billable hours and nonbillable hours, 2) Consultants ranked by billable amount and with billable hours and nonbillable hours, 3) Number of projects by project manager (PM), 4) Percent of projects with green, yellow and red status, 5) Monthly trend in billable amounts, and 6) Monthly trend in billable hours. You find an example of this type of dashboard below.

Purpose of Project Dashboards

Professional service organizations use Project Dashboards to gives consulting leaders an easy way to understand how project managers, consultants and projects are performing. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting departments, an organization can improve its decision speed as it relates to projects and professional resources, and it can reduce the chances that poor performance goes undetected with likely resulting loss in revenues.

Example of a Project Dashboard

Here is an example of a Project Dashboard with metrics of PMs and their team members as well as project status.

Example of a Project Dashboard for a Professional Services Company

Example of a Project Dashboard for a Professional Services Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, consulting managers, project managers.

Other Reports Often Used in Conjunction with Project Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting departments sometimes use several different Project Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Billing KPI Dashboard for a Professional Services Company

What is a Billing KPI Dashboard?

KPI Dashboards with billing metrics are considered operational analysis tools and are used by executives and project managers to monitor billing revenue and utilization metrics. Some of the main functionality in this type of dashboard is that it provides analysis of KPIs from 8 different perspectives: 1) Monthly service revenue trend, actual and budget, 2) Monthly billable hours trend, 3) Top ten customers with billable amount, hours and nonbillable hours, 4) Top ten consultants with billable amount, hours and nonbillable hours, 5) Total billable revenue, 6) Total billable hours, 7) Total nonbillable hours, and ) Current year pipeline projections. You find an example of this type of dashboard below.

Purpose of Billing KPI Dashboards

Professional service organizations use Billing KPI Dashboards to gives leaders an overview of the aggregate and individual performance of their consulting team. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting/Services departments, an organization can improve its tactical customer and project decisions and increase related revenues, and it can reduce the chances that executives lack insight to key services trends and variances.

Example of a KPI Dashboard

Here is an example of a KPI Dashboard with trends in services revenues and billing performance metrics.

Example of a Billing KPI Dashboard for a Professional Services Company

Example of a Billing KPI Dashboard for a Professional Services Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, consulting managers, project managers.

Other Reports Often Used in Conjunction with KPI Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting/Services departments sometimes use several different KPI Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples