Understanding the dashboard
The Billing Overview Dashboard offers an extensive overview of your billing data and provides an easy and quick look into billing performance and billing details.
Why is it important?
The Billing Overview Dashboard provides you with the following relevant information:
Enables you to quickly get an overview of your billing performance.
Provides a simplified view of essential billing data with relevant breakdowns and data visualisations.
Empowers efficient data analysis and reporting without the need to move from one page to another.
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Dashboard FAQs
What billing data are available in the Billing Overview Dashboard?
The Billing Overview Dashboard provides essential data for the overall billing, write ons and write offs, and hourly rates together with computations for recoverability and net values. Breakdown of billing data is also available with top rankings listed.
How do you access job details in WFM for a specific item in the dashboard?
With a built-in feature, you can access specific job details listed in the dashboard which comes in handy for deeper analysis. You can simply click on the drill down button next to each listed groups until you reach the job URL which will redirect you to the job details in WFM.
How do you get a billing overview for a specific group or item in the dashboard?
To limit data presented in the dashboard to a specific group or item, you can either use the filter options available or simply click on an item on a list to automatically present data specific to your selection.