Accessing the Financial dashboard
To navigate to the dashboard section of PSOhub simply 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 the three other dashboards of the solution.
Note that your access level will determine which one(s) 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
Number of active projects: Will display the number of active projects for the whole organization.
Active projects total value: Will display the total value* of all the projects with the stage set to 'Active'. * Sum of the field "Total Project Value" of all projects.
Total amount invoiced: Will display the total value of all the invoices with the status 'Approved' or 'Sent" or "Paid'.
Total amount paid: Will display the total value of all the invoices with the status 'Paid'.
Total amount outstanding: Will display 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%.
One click on Details will bring you directly to the project.
One click on Show all will bring you the list of all your projects considered as critical - which you can always find in the tab Projects at risk.
The Graphs in the Financial dashboard
General cash inflow:
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/installment) for the month.
Paid: Will show the total value of all the invoices with the status 'Paid'.
Expected: Will show the total value of all the 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: Will display 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 and is within three months.
The Pie charts in the Financial dashboard
Top customers value vs rest
This Pie chart illustrates the value of the Top 5 most valuable customers (rated by the total project value for these customers) next to the rest of the customers.
Top 5: Will display the total value of the Top 5 customers for all their 'Active' projects (based on the Total Project Value field of the projects).
Rest: Will display the total value of the other customers for all their 'Active' projects (based on the Total Project Value field of the projects).
Least valuable customers values vs rest
This Pie chart illustrates the value of the Bottom 5 least valuable customers, rated by the total project value for these customers.
Bottom 5: Will show the total value of the least valuable customers for all their 'Active' projects (based on the Total Project Value field of the projects).
Rest: Will show 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.
