Dashboards and KPIs

Exploit the richness of your data

Exploit the richness that your data has to offer. Build reports and data templates directly in Excel to analyze and adjust information to meet your needs. Quickly analyze a large volume of data from different sources and then share results easily. Link datasets, highlight different relationship tables, create hierarchies, and put in place KPIs. To simplify the process, the data is always available and refreshable within Excel. Create customized dashboards and analytical views through an interactive visualization of your data with Power View.

How Excel-based reports and dashboards can help your business

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Easily create and customize ad hoc reports and dashboards

Build reports and refreshable dashboards to meet the specific needs of different members within your organization. From granular day-to-day operations to high-level executive overviews, dashboards can be created from the data in Microsoft Dynamics and JOVACO Project Suite to give all members of your organization the insight that they need in real time to make informed business decisions.

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Enjoy better visibility onto your business with real-time reporting capabilities

Extended reporting capabilities allow you to view information on your staff’s productivity and company’s profitability in real time. In addition, you can also analyze your results from different points of view: be it by department, division, resource, project or client. Reports and dashboards can be tailored to the different groups of your organization so that they can obtain exactly the data that they need in the format that they need for enhanced insight into their operations and activities.

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Get the information that you need quickly and at an effective cost

Costly developments are not required for you to meet your ad hoc reporting needs. You can easily customize your dashboards, reports and KPIs yourself to have access to data displayed in the format that is most efficient for you. You only need to set up your dashboards and reports once and then have all the data you need at your fingertips at all times.

Build the reports that best fit your business needs

At a glance, review your key indicators based on:

> Billable hours
> Revenue
> Work in progress
> Margins
> Provisions
> Accounts receivable

Filter and sort data based on:

> Project managers
> Clients
> Departments
> Staff members

Examples of KPIs:

> Results by Fiscal Period
> Top Billable Projects
> Top Profitable Clients
> Invoicing by Fiscal Period

More information

How to Measure Your Projects

The different members of your organization often review similar reports but need to have the information displayed in different ways depending on their specific needs. Therefore, it’s important to filter according to various criteria and modify the reports to ensure that everyone gets the data that they need.

>> Discover the top 7 reports that are essential to managing a project-based business

What should be considered when calculating per person profitability

As a professional services firm, the first step to having a better understanding of your organization is to figure out how many hours each employee needs to bill in order for the organization to be considered profitable. However, several factors beyond employee salary and revenue need to be considered to get an accurate calculation.

>> Find out how to get a more accurate calculation of per person profitability