Dashboard KPI Widgets

Dashboard Widgets give you an overview of the status of your projects which allows for fast prioritization of your day/week activity. This also gives your management team the ability to report on the team without the need to ask a user for updates.

The Dashboard is customizable and new dashboards with widgets can be created by an Administrator in the Dashboard Manager.

A dashboard KPI widget allows the user to see a number of KPI charts:

  1. Project Volume
  2. Workflow Status
  3. Workflow Throughput
  4. Workflow Volume
  5. Project Budget Overview (Estimated v Resourced v Actual)
  6. Project Budget Overview Estimated
  7. Project Budget Overview Resourced
  8. Project Budget Overview Actual

 

Each KPI chart can be displayed in the following format:

  1.     Area
  2.     Bar
  3.     Bar (stacked)
  4.     Donut
  5.     Line
  6.     Pie
  7.     Treemap

Types of Report

Project Volume Report

This is a report that shows how many projects we are doing by month, by client, by BU, by market etc.

Volume Workflow Report

This is a report that shows the volume of workflows (for example briefs) by type, by month etc.

Workflow Throughput Efficiency

This is a report that shows how many projects we are doing by month, by client, by BU, by market etc.

For example, if a design workflow form is submitted by the requestor how long did it take to complete.

A completion will be different for many, i.e. some will see completion as the creation of a project whereas others will see it as the workflow from being fully approved.

Workflows by Status

This is a key report which shows the % of workflows based on the different statuses.

It highlights what step the workflows are at e.g. awaiting tech spec, awaiting PM review

Project Budget Overview (Estimated v Resourced v Actual)

This report gives an overview comparing original cost estimates, resourced costs and actual costs.

It is also possible to add this report for just one of the metric types i.e. Estimated, Resourced or Actual