Understanding the dashboard
The Overall Billing Dashboard offers a centralised platform to understand billing data and its progress across all of your WFM projects. This dashboard allows you to gain actionable insights from data comparisons, breakdowns, and trends that directly contribute to business growth and sustainability.
Why is it important?
The Overall Billing Dashboard provides you with the following relevant information:
Empowers you to easily identify opportunities and potential risks which improves business strategies and overall direction.
Provides a quick look into the condition and progress of billing data for monitoring and analysis — all in one page.
Enables you to build sustainable and long-lasting business relationships through effective utilisation of resources.
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Dashboard FAQs
What data comparisons are readily available within the Overall Billing Dashboard?
Built-in data comparisons for overall billing, WIP billing, budget, and percentage variances of the current year-to-date and of the previous year are available within the dashboard. There are also additional features for top rankings based on billing data available for analysis and reference.
How are billing data translated for trends analysis?
Billing data trends can be viewed from a periodic or cumulative perspective. The periodic trend view offers insights into short-term fluctuations and patterns while the cumulative trend view presents the overall direction of the billing data and its long-term performance over a defined time period.
Can you limit the billing data presented to a specific group in the dashboard?
Aside from filter options available, all dashboards have a built-in feature to present data specific to selected items or points on tables and graphs. You simply click on any of these and the dashboard automatically considers only those data that are relevant to your selection.