Department Scorecard
Department Scorecard
Purpose
The
purpose of
the Department Scorecard is to show department performance in production and realization.
Navigation
To navigate to
the Department Scorecard, select Firm (1)
from the
list of
pages on
the left side of
your screen. Once you are in the Firm page, you can use the buttons
along the bottom (2) to switch between
firm-focused reports. Department Scorecard is the third of these buttons.
Cards
There are five cards (3) at the top of the report.
They show cash receipts, the invoiced amount
by client, the invoiced amount by project, productivity, and the effective rate. The two invoiced amount cards will begin to
differ from each other when department
filters are applied, as each client must be assigned to one department,
but projects within that client can be assigned to different departments.
You will notice
that the cards
on the Department Scorecard are different than those on some other
reports. They include indicator
arrows to quickly
show if the numbers are up or down from the prior year. The cash
receipts card will also show current year performance against
the budget if the cash receipts budget
has been provided.
Filters
The filters can
always be
found on
the left side of
your screen (4). Filters will vary by firm, so yours may not match exactly what
is shown in this demo.
Visuals
Production by Position
(5): shows a breakdown of hours between
staff positions.
Billable Hours (6): shows the current year and prior year billable hours.
Realization / Productivity (7): shows realization details for
each employee. There are
current year and prior year columns for
billable hours, billed net
dollars, realization percent, effective rate, and
productivity ratio. Each current year column
includes arrow indicators to quickly show if the numbers are up or down from the prior year.
Drill Throughs
Note: not all
clients use
every page, so some lines in
the drill through charts may not
apply to
you.
Drill through from this report
|
Right-click on this field On this visual To get to this report |
||
|
Employee Name |
Realization/Productivity |
Hours Analysis |
|
Employee Name |
Realization/Productivity |
Employee Time Tree |
|
Employee Name |
Realization/Productivity |
Time Usage |
|
Employee Name |
Realization/Productivity |
Employee Scorecard |
Drill through to this report
|
Right-click on this field On this visual On this report |
||
|
Department |
Realization % by Department |
Billing & Realization |
|
Employee Name |
Realization % by Department |
Billing & Realization |
|
Department |
Productivity |
Employees |
|
Employee Name |
Productivity |
Employees |
|
Department’s Amount |
Departments |
Cash Receipts |
Updated April 2022
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