KPI and Insight Charts

Key Performance Indicators (KPI’s) are numeric measures of business performance for managers that can be represented in high-level charts. The user can establish annual revenue and cost budgets against which these KPIs are visually displayed.

Five of the KPIs support drill-down allowing the user to view additional information that supports the chart. When the user drills down, they can save the displayed result-set as HTML, PDF or a Microsoft Excel Spreadsheet provided their role has Allow Export permission. The following KPI charts are supported.

1. Client Management (supports drill-down)
2. Completed Labor Efficiency (supports drill-down)
3. Forecast (supports drill-down)
4. Overhead Recovery (supports drill-down)
5. Profit and Loss
6. Sales Scorecard (supports drill-down)

Each of these charts, their drill-down options, and their configurations are described below under their respective KPI Screen views.