Finance Panels (Dashboards)

CWDash Finance Panels

Effective rate by Agreement

This panel shows Effective rate by agreement for each month of the year. Select a different year to see the monthly numbers for that year. Calculated as Agreement amount divided by worked hours.

Options available: Chart Configuration, Select Agreements, Select Year, Send to Excel, Turn menu on/off, Turn border on/off

Effective Rate by Company

The panel shows Effective rate by company for each month of the year. Select a different year to see the monthly numbers for that year.

Options available: Chart Configuration, Select Year, Send to Excel, Turn menu on/off, Turn border on/off

Invoiced hours by member

Displays all invoices with all invoice status, with all GL status totaled by member, in a selected date range.

Options available: Chart Configuration, Select Date, Send to Excel, Turn menu on/off, Turn border on/off

Gross profit by Company

The panel displays Gross profit by company (Non-Agreement Time, Product, and Expense) for all Business Units.

Options available: Chart Configuration, Select Date, Send to Excel, Turn menu on/off, Turn border on/off

Hours by Agreement by billing

This panel displays hours and billing amount by Agreement. Drill down on an agreement to see the company the agreement belongs to.

Options available: Chart Configuration, Select Date, Select Boards, Send to Excel, Select Agreement, Turn menu on/off, Turn border on/off

Expense Cost vs Billing by Member

This Panel displays expenses in a given date range/ Will display expense cost and billable amount per member. Drill down will display further information.

Options available: Chart Configuration, Select Date, Send to Excel, Turn menu on/off, Turn border on/off

Company Hours management by Agreement

The panel displays the company with or without agreements (you may choose) and total invoice amount. The real buzz is when you “Send to Excel” and see how the break down is dealing with your effective rate. Click on “Rates” to compete the current effective rate and the problem rate.

Options available: Chart Configuration, Select Date, Select Agreement, Update Effective Rate, Send to Excel, Turn menu on/off, Turn border on/off

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