Skip to main content
Financial dashboard

Understand the Financial dashboard

Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Updated 4 July 2024

Accessing the Financial dashboard

To navigate to the dashboard section of PSOhub, click on the PSOhub logo of the menu bar.

You will automatically be presented with the Financial Dashboard.

If you click on the down arrow you will see three other dashboards.

Note, that your access level will determine which dashboards you will see.

  • Admin & Controller: will see all four dashboards

  • Project Manager: Project and Personal dashboards

  • Team Member and Team Member Plus: Personal dashboard.

The tiles in the Financial dashboard

Tile

Description

Number of active projects

Displays the number of active projects for the whole organization.

Active projects total value:

Displays the total value* of all the projects with the stage set to Active.

* The sum of the Total Project Value field of all projects.

Total amount invoiced

Displays the total value of all the invoices with the status Approved, Sent or Paid.

Total amount paid

Displays the total value of all the invoices with the status Paid.

Total amount outstanding

Displays the total value of all the invoices with the status Sent and for which the number of Due days invoice (at the project level) has been reached.

The list of the top 5 critical projects

This list will display the top five critical projects. A project becomes critical when the ratio of Used/Budget is equal or higher than 90%.


Note: If your project is displayed as At Risk this means that the ratio of Used/Budget is equal or higher than 80% but lower than 90%.

One click on the Details link and you'll be directed to the project.

One click on Show all will bring you the list of all your projects considered critical - which you can always find in the At risk tab of the Project overview.

The graphs in the Financial dashboard

General cash inflow

By default, this graph displays the total value of the cash inflow for the current year.
It distinguishes per month between Paid (invoices paid) and Expected (invoices draft/approved/sent + recurring/installments) for the month.

If you click on the switch, the graph will display the cash inflow for the next 12 months.

Paid

Shows the total value of all the invoices with the status Paid.

Expected

Shows the total value of all invoices with the status Draft, Approved or Sent as well as the value of all the Recurring and Installment contract lines.

Overdue less than 3 Months

Displays the total value of all invoices with the status Sent and for which the number of Due days invoice (at the project level) has been reached and is within three months.

The pie charts in the Financial dashboard

Top billable customers vs rest

This pie chart illustrates the value of the Top 5 most billable customers (rated by the total project value for these customers) next to the remaining customers.

Top 5

Displays the total value of the Top 5 customers for all their Active projects (based on the Total Project Value field of the projects).

Rest

Displays the total value of the other customers for all their Active projects (based on the Total Project Value field of the projects).

Least billable customers values vs rest

This pie chart illustrates the value of the Bottom 5 least billable customers, rated by the total project value for these customers.

Bottom 5

Shows the total value of the least billable customers for all their Active projects (based on the Total Project Value field of the projects).

Rest

Shows the total value for the rest of the customers for all their Active projects (based on the Total Project Value field of the projects).

Time management this year

This pie chart displays the total hours booked from the beginning of the year and broken down by their time classification: Projects, Absence, Holiday and Internal.

Did this answer your question?