Dashboard

Overview

The Dashboard is your home page that displays when you log in to Core, providing you with an overview of key performance indicators, business metric and actionable items in configurable widgets. The actionable items could be to-do tasks or approvals that are being reviewed by someone else or need to be reviewed by you. The Dashboard is the starting point that provides you with everything you need to know about your projects, business and clients. It prioritizes all items and displays elements based on your role in the company. Click to watch this video on creating dashboards in Core.

create-dashboards.jpg

The Dashboard is an ideal tool for administrators, principals and executive managers. For example, principals and partners look at the company as a whole and need only minor-level detail. They need critical analysis so as to spot the issues and ensure they get the managers to perform the necessary actions to get them back on track. Principals also want to know who their best performers are. They want to see quickly where all their revenue and profit is coming from so that they can focus on those.

The Dashboard contains a series of widgets that extract information from your company database and present it in the best format on different panels. You can have or add a maximum of 9 widgets on a dashboard, but you can add unlimited number of dashboards. However, you cannot make changes to another user's dashboard, unless you have the permissions and the dashboards are shared. Although most of the widgets display information for the last 12 months by default, you can choose any specific or custom data range. You can even display the same widget twice for two different date ranges for comparison and rename them to reflect different views. Some of the widgets display financial data and involve progressive scrolling to show more information.

Note: The totals are displayed on the widgets independent of the list scroll.

You can create multiple dashboards and make them role-based by adding such widgets. There are different methods and metric to track key information in Core, depending upon your role:

  • Time and Expense User (timekeeper)

  • Project Manager

  • Billing User (accountant or biller)

  • Principal/Partner (owner of the company)

Dashboard Widgets

Basic Tasks

Add Dashboards

Add Dashboard Widgets

Advanced Tasks

Manage Dashboards

Customize Dashboards

Filter Data on Widgets

Customize Widget Names

 

Dashboard Widgets

Category

Widgets

Accounts Receivable
  • Cash Flow

    This bar chart represents the cash being generated in the company on a monthly basis for the last 12 months. It shows all cash payments received including retainer payments, but broken into defined periods within the specified date range. Cash flow looks at all deposits made, not just the payments on invoices and excludes write-offs, debit and credit type payments. You can apply date and other filters to it.

    cash_flow.png

    This widget is especially useful to the principals, partners and accountants in the company.

  • Billing

    This bar chart represents total billed amount (excluding discounts and draft invoices) on a monthly basis for the last 12 months. It shows all the billing done by the company without considering the retainer amount used, broken into defined periods within the specified date range. You can apply date and other filters to it.

    billing.png

    This widget is especially useful to the principals, partners and accountants in the company. It is a good practice to compare billings with A/R balances.

  • Aging

    This bar chart represents month-to-month A/R balances of the company for the last 12 months. It shows the unpaid invoices broken into defined periods based on invoice date or due date within the specified date range. You can apply date and other filters to it.

    aging.png

    This widget is especially useful to the principals, partners, accountants and billing users in the company. These balances should be compared and evaluated against your monthly billings. A good rule of thumb is 8-18% of billings but anything more should prompt increased collections efforts and evaluation of your investment in individual clients.

  • Income

    This donut graph represents the monthly income of the company (last 30 days). It shows the company's income broken down into various accounts within the specified date range. You can apply date and other filters to it.

    income.png

    This widget is especially useful to the principals, partners and accountants in the company.

  • Money Owed

    A list of clients and the money owed by them as of today. It shows a summary of all the open invoice balances of each client as of a certain date along with the aging of the oldest invoice. You can apply other filters to it.

    money_owed_widget.png

    This widget is especially useful to the principals, partners, accountants, billing users and project managers in the company. It can help you in tracking A/R, prioritizing collection calls and determining whether to extend further credit to a client.

  • Retainer Balances

    This list widget shows the clients that have some retainer balances as of a certain date (say today). It displays the summarized information about the retainer received, used and remaining for each client. The Used column also shows refunded retainers. You can apply date and other filters to it.

    In the standard view, this widget excludes clients that have zero retainer balances even if they paid retainers in the past. However, you can apply filters to include clients with zero retainer balances.

retainer_balances_widget.png

This widget is especially useful to the principals, partners, accountants, billing users and project managers in the company.

  • Aged Receivables

    The donut graph shows the overdue invoices or outstanding amount per aging period (last 30, 60, 90 and 120 days) as of today. It shows a summary of the open invoice balances broken into four aging periods based on invoice due date. You can apply date and other filters to it.

    aged_receivables.png

    This widget is especially useful to the principals, partners, accountants, billing users and project managers in the company. This important information can assist you in prioritizing collection calls and determining whether to extend further credit to a client.

Time and Expense
  • Hours

    This dual bar chart represents the project-related billable and non-billable hours entered on a monthly basis for the last 12 months. It shows a comparison of the billable and non-billable hours based on the time entry date within the specified date range and billable status. You can include or exclude the overhead and marketing contracts from the calculations. You can apply date and other filters to it. By clicking one of the legend boxes (Billable or Non-Billable), you can turn that off and see only one type of hours.

    Note: This widget does not include hours recorded against vendors in vendor bills.

    dashboard_hours_widget.png

    This widget is especially useful to the billing users, project managers, and time and expense users in the company.

  • Unbilled Time

    This bar chart represents the value of total hours logged, but not yet billed for the last 12 months. It displays the unbilled amount based on the time entry date within the specified date range and excludes WUD and taxes. The y-axis of the chart is based on the charge amount, not hours. You can apply date and other filters to it.

    unbilled_time.png

    This widget is especially useful to the billing users and project managers in the company. Unbilled time hinder cash flow. Excessive work-in-progress should prompt an analysis to understand the risk of unbilled work and reasons why it has not been billed.

  • Staff Workload

    This bar chart shows the total allocation of hours for your staff (employees). It displays the assigned hours and used hours (actual hours worked) rolled up at the employee level where the scheduled end date is within the specified date range. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Used value. So the allocations without any start and end dates do not show up in this widget. You can apply date and other filters to it. The Used column shows the actual value irrespective of the date filter applied.

    staff_workload_widget.png

    This widget is especially useful to the project managers, and time and expense users in the company.

    Note: The widget computes the assigned and used portion of allocations that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

  • Employee Allocation

    You can see what is expected of you even if you do not have access to the Allocation & Forecasting screen. This list widget shows the allocated and used hours of the logged-in user or employees you are managing by project within the specified date range. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included in the Used amount. So the allocations without any start and end dates do not show up in this widget. You can apply date and other filters to it. The Used column shows the actual value irrespective of the date filter applied.

    employee_allocation_widget_revised.png

    This widget is especially useful to the project manager, and time and expense user in the company.

    Note: The widget computes the hours allocated and used that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

  • Time Performance

    The Time Performance widget is an important self-evaluating tool for timekeepers. It ensures that you are meeting the expectations of total logged hours and billable to non-billable hour ratio. The donut graph provides a snapshot of the current week’s expected hours as compared to what was logged as billable, non-billable, overhead and PTO hours. These are represented as hour values and percentage of standard hours. If there are no standard hours specified, the percentage is compared to the total hours instead. You can apply date and other filters to it.

    time_performance_widget.png

    Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO Hours

    PTO = Vacation + Sick + Holiday + Comp Hours

    Overhead Hours = Hours logged against marketing and overhead projects

    This widget is especially useful to the project manager, and time and expense user in the company.

  • Reimbursables

    This list widget shows the cost amount of reimbursable expenses for the logged-in user within the specified date range (last 30 days). This metric lets you know if you have reimbursable expenses waiting to be paid. You can apply date and other filters to it.

    reimbursables_widget.png

    Paid = Bill Payment Pay Amount - Expense Entry Cost Amount

    Unpaid = Expense Entry Cost Amount - Pay Amount

    This widget is especially useful to the project manager, and time and expense user in the company.

Performance/Analysis
  • Employee Performance

    This bar chart shows the top employees in your company rated by their invoiced services (billed time including those marked as billed) year to date including discounts and WUD, but excluding draft invoices. It shows where all the revenue and profit is coming from so that you can treat those employees with the most attention. The revenue is based on invoice date and the cost is based on time entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it.

    emp_performance_widget.png

    Invoiced Services = (Client Hours x Bill Rate x WUD)

    This widget is especially useful to the project managers as it tells them who the best performers in their company are.

  • Activity Performance

    This bar chart shows the top activities rated by their invoiced value year to date. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those services with the most attention. The revenue is based on invoice date and the cost is based on time entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it.

    activity_performance_widget.png

    This widget is especially useful to the accountants and project managers in the company. It is useful for managers to know who the best performers in the company are.

  • Expense Performance

    This bar chart shows the top expenses in your company rated by the invoiced value year to date. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those expenses with the most attention. The revenue is based on invoice date and the cost is based on expense entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it.

    expense_performance_widget.png

    This widget is especially useful to the accountants and project managers in the company. It can help you in planning and budgeting project expenses. It allows you to drill down to the details.

  • Client Performance

    This bar chart shows your top clients ranked (in descending order) on the basis of payments received (invoiced services) through them in the last 12 months (or year to date), excluding retainer, trust fund, write-off, credit and debit type payments. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those clients with the most attention. The revenue is based on invoice date and, the cost is based on time and expense date. You can apply date and other filters to it.

    client_performance_widget.png

    This widget is especially useful to the principals, partners and project managers in the company. It is useful for managers to know who their best customers are.

  • Project Performance

    This bar chart shows the top projects of your company based on cash payments received toward their invoices (invoiced services), with the pay date or invoice amount within the specified range. The quick snapshot shows where all the revenue and profit is coming from so that you can treat those projects and clients with the most attention. The revenue is based on invoice date, and the cost is based on time and expense date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). It rolls up the amounts for all phases and shows them against the parent project, thus allowing you to see both cumulative values as well as the breakdown. You can apply date and other filters to it.

    Project_Performance_widget.png

    This widget is especially useful to the principals, partners and project managers in the company. It is useful for managers to know who their best performers are.

  • Staff Utilization

    This bar chart shows the billability of time entries by employees within the specified date range (this year to date). It shows the utilization percentage of each employee based on the comparison of billable and non-billable hours. In other words, it shows the effectiveness of employees in terms of revenue generated by them. If you have specified standard hours for the employees, then the comparison is of billable to standard hours. It also shows the overall company-wide utilization of the staff at the top of the widget. You can apply date and other filters to it.

    Utilization % = (Billable Hours / Total Hours) x 100

    where Billable Hours are billable actual hours and Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO

    staff_utilization_widget.png

    This widget is especially useful to the billing users and project managers in the company. The utilization rate gives a measure of the usefulness, efficiency and overall performance of your employees, excluding outside consultants and vendors. Typically, an acceptable range for the utilization rate is about 70-90%.

  • Staff Effective Rates

    This bar chart shows the total billable hours logged by an employee and those billed to the client within the specified date range (this year to date). Effective bill rates of employees are based on a percentage of standard bill rates that is actually collected, excluding taxes. It reflects agreed-upon discounts from standard rates, write-up/downs (fee reductions taken before sending the bill) and write-offs (fee reductions after billing). You can apply date and other filters to it.

    staff_effective_rates_widget.png

    Some of the calculations involved are:

    Effective Bill Rate = Billed Amount / Total Billed Hours

    Rate = Employee Bill Rate

    Average = Billable Amount / Total Billed Hours

    This widget is especially useful to the billing users and project managers in the company.

  • Paid Time Off and Comp Hours

    This bar chart shows a summary of hours available and used by the employees against the four activities: sick, vacation, holiday and comp time within the specified date range (as of today). Available column represents the total allocated PTO while the Used column represents the hours used from that allocation. You can apply date and other filters to it.

    Paid Time Off = Sick + Vacation + Holiday Hours

    pto_hours_widget.png

    This widget is useful to the principals, partners, project managers, and time and expense users in the company. It is especially useful for HR managers who have to run reports to show you assigned, used and remaining hours. HR Admin users can view PTO information of all employees here and not just the logged-in user.

    Note: The PTO information here (Available hours) is retrieved from Core HR (Benefits Usage), if available. Otherwise, it comes from Employees > Permissible Hours. However, the Used hours are retrieved from the time entries using the default 'Time Off' activities set at the Global Settings > Master Information level.

  • Gross Margin By Client

    This list widget shows the profitability or margin analysis of clients within the specified date range on accrual or cash basis of accounting. It shows a list of clients with the associated revenue (billed amount), cost (total cost of billed services and expenses) and gross margin (Revenue - Cost). You can apply date and other filters to it.

    gross_margin_widget_revised.png

    Gross Margin % = (Margin / Revenue) x 100

    This widget is especially useful to the principals, partners and project managers in the company. It lets you know the gross margin for each client; typically, these gross margins should be 66% or more.

  • Earned Value

    This line graph shows the earned value of the projects you manage (this year to date). It displays the most important metric project managers are concerned about in order to know if their projects are performing as expected. It helps them understand the difference between the value of work performed and its cost. You want to make sure the gap between the Cost and Billable value is big and that the Billed value is the highest. You can apply date and other filters to it.

    earned_value.png

      • Cost is the cumulative cost of work done to-date; in other words, the cost of billed time and expenses. It is the sum of the cost amount of services (Hours x Cost Rate) and cost amount of expenses (Units x Cost Rate).
      • Billable is the cumulative billable value of billed time and expenses and represents the earned value. It is the sum of Total Billable Services (Client Hours x Bill Rate) + Total Billable Expenses (Units x Cost Rate).
      • Billed is the cumulative value of billed time and expenses, and represents the actual earned value. It excludes retainers, taxes, discounts and draft invoices, but includes WUD and extra services and expenses. It is the sum of Total Services Billed (Client Hours x Bill Rate) + Total Expenses Billed (Units x Cost Rate).

    This widget is especially useful to the principals, partners and project managers in the company.

     

  • Project Status

    This list widget provides an overview of the projects and their phases based on the contract amount or budget amount (whichever view you select). The quick snapshot gives a clear picture of how much is billed (billed amount of time and expenses excluding retainer paid), work-in-progress (billable, but unapproved, unbilled time and expenses, including taxes, WUD and markups) and open A/R (unpaid invoices) per project.

    The spent value depends on your selection: Contract Amount or Budget Amount. In case of Contract Amount, spent represents the value of approved billable and non-billable services and expenses, excluding WUD, markups, and extra time and expenses. In case of Budget Amount, it represents the value of all time and expenses regardless of their approval status, including markups. It rolls up the amounts for all phases and shows them against the parent project, thus allowing you to see both cumulative values as well as the breakdown. You can apply date and other filters to it.

    project_status_widget.png

    This widget is especially useful to the principals, partners and project managers in the company. It is best viewed in the wide layout.

  • Project Allocation

    This list widget shows the allocated and spent hours for projects within the specified date range. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Spent amount. This widget shows rolled-up totals at the parent project level. You can apply date and other filters to it. The Spent column shows the actual value irrespective of the date filter applied.

    proj_allocation_widget.png

    This widget is especially useful to the project manager, and time and expense user in the company.

    Note: The widget computes the hours allocated and amount spent that are based on individual employee-activity combination as well as their groups.

  • Project Allocation by Activity

    This list widget shows the allocated and spent hours for projects by activity within the specified date range. So you can see your task allocations for each project and activity along with the start and end dates. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Spent amount. You can apply date and other filters to it. The Spent column shows the actual value irrespective of the date filter applied.

    proj_allocation_widget_revised.png

    This widget is especially useful to the project manager, and time and expense user in the company. It defaults to show the allocations for the logged user only.

    Note: The widget computes the hours allocated and amount spent that are based on individual employee-activity combination as well as their groups.

  • Gross Margin By Project

    This list widget shows the profitability or margin analysis of projects within the specified date range on accrual basis of accounting. It shows a list of projects with the associated revenue (billed amount), cost (total cost of billed services and expenses) and gross margin (Revenue - Cost). You can apply date and other filters to it.

    gross_margin_by_project_widget.png

    Gross Margin % = (Margin / Revenue) x 100

    This widget is especially useful to the principals, partners and project managers in the company. It lets you know the gross margin for each project. You can click on the report icon to view the related Project Profitability report.

  • Submittals

    This is an interactive list widget that displays information about project submittals. You can monitor the date of submittals along with their status. You can apply filters to it and even change the status of submittals.

    submittals_widget.png

    This widget is especially useful to the principals, partners and project managers in the company for highlighting any submittals that are pending or might need immediate attention. It is best viewed in the wide layout.

  • Requests for Information

    This is an interactive list widget that displays information about project deliverable such as Requests for Information. You can monitor the due date of RFIs along with their status to make sure the requested information is delivered by you or your team. You can apply filters to it and even change the status of these RFIs.

    dashboard_rfis.png

    This widget is especially useful to the principals, partners and project managers in the company for highlighting any RFIs that are pending or might need attention. It is best viewed in the wide layout.

Accounts Payable
  • Income vs. Expenses

    This dual bar chart shows the company's income, expenses and profit within the specified date range (year to date). It provides a quick snapshot of your income and expenses in terms of billing, cash flow, aging and income on a monthly basis. It helps you make sure you are not spending more money than you are putting in the bank, thus spotting potential issues before they get out of control. You can also compare the current and previous year's monthly profits to put things into perspective. This KPI allows you to glance quickly at the key balances to ensure none of them is getting out of hand. You can apply date and other filters to it.

    income_expenses.png

    This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Expenses

    This donut graph shows the company's overall expenses broken down into various accounts within the specified date range (last 30 days). It allows you to understand your expenses better in terms of costing, budgeting and spending on a monthly basis. You can apply date and other filters to it.

    expenses.png

    This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Project Schedule by Due Date

This bar chart displays projects with their start and due date schedules in a mini Gantt Chart view. This widget focuses on the project's start and due dates and displays them in a timeline, with today as a dotted vertical line for your reference. You can view the schedule on a monthly or yearly (default) basis, and also apply date and other filters to it. Multi-phase projects are expandable and project names are clickable to direct you to the project's details. 

Project_Schedule_by_Due_Date.png

Each bar is colored according to the status of the project, which is based on its end date or due date: Completed, In progress, or Delayed. If the project's end date passed and its status is not complete, Core displays the bar in red. If the project's end date passed and its status is complete, Core displays the bar in green. It uses blue for the rest of the scenarios. If a project does not have a due date, Core uses the due date of its phases, if any. If the phases also do not have any due dates, then Core displays the bar with a broken line on the right side. Similarly, if a project does not have a start date, but has a due date, Core displays it with a broken line on the left side. If a project has neither a start date nor an end date, then it does not show up on the widget. Projects are sorted in the list based on the start date.

  • Project Schedule by Allocation

This bar chart displays projects in a mini Gantt Chart view based on their task allocations. This widget focuses on the allocations at the project level instead of the project's start and due dates. You can view the schedule on a monthly or yearly basis, and also apply date and other filters to it. Multi-phase projects are expandable and project names are clickable to direct you to the project's details. 

Project_Schedule_by_Allocation.png

Productivity
  • Documents

    This interactive list widget allows you to quickly see and open all the documents added or modified within the specified date range (this week). You can apply date and other filters to it.

    documents_widget.png

    This widget is especially useful to the principals, partners, accountants, billing users, project managers, and time and expense users in the company.

  • Notes

    This widget shows a list of notes added in the last 7 seven days for the projects or clients you manage. It includes the notes related to employees, projects and clients managed by the logged user within the specified date range (newest to oldest by default). You can apply date and other filters to it.

    notes_widget.jpg

    This widget is especially useful to the project managers in the company.

  • Workflows

    This list widget shows the submit-approve workflow for the logged-in user. It ensures that time, expenses, budgets, invoices, bills, etc. submitted to the logged-in user get seen and approved. You can choose the type of workflow you want to view from the drop-down and switch between them easily. This KPI includes all the four states of approval: un-submitted, submitted, forwarded and rejected entries. Each category has a value for hours or expense cost. You can apply other filters to it.

    workflows.png

    This widget is especially useful to the accountants, billing users, project managers, and time and expense users in the company.

  • To-Dos

    This list widget displays all the to-do tasks that are assigned to you and allows you to quickly update them. These to-dos might be related to clients, employees, vendors, projects, prospects, campaigns, etc. The project managers might want to know about project-related to-dos that are pending, but which are not assigned to them. These are grouped separately from the assigned ones. It shows all the open, incomplete to-dos related to the logged-in user, automatically showing the items that are due sooner on the top. You can apply date and other filters to it.

    Core allows you to create new to-dos by clicking the plus + icon on the top of the widget. All Core users can report progress on assigned to-dos directly from the dashboard. You can mark items with % Done or check the box on the left to mark it as complete. If you choose to mark an item as complete using the check box, then the % Done is automatically updated to 100, and vice versa. The completed items in both cases move to the bottom of the widget list and are grayed out.

    to_dos_widget.png

    This widget is especially useful to the principals, partners, accountants, billing users, project managers, and time and expense users in the company.

  • Due Projects

    This list widget shows the list of projects that are due within the specified date range. The quick snapshot helps project managers complete the project on time by seeing all the approaching deadlines. You can apply date and other filters to it.

    due_projects_widget.png

    This widget is especially useful to the principals, partners and project managers in the company.

  • Task Allocation

    You can see your task allocations for the upcoming week or any due date so that you can manage your work week accordingly. Employee and project managers can view the task allocations of their employees and team members as well. This list widget shows your allocated hours or units along with the start and end dates by activity and project within the selected date range. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here. So the allocations without any start and end dates do not show up in this widget. You can apply date and other filters to it. The Spent value shows the actual value irrespective of the date filter applied.

    task_allocation_widget.png

    This widget is especially useful to the project manager, and time and expense user in the company.

    Note: The widget computes the hours allocated that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

Financial
  • Active Accounts

    This bar widget shows the balances of chart of accounts for the current month and fiscal year-to-date (FYTD). By default, it displays a list of active accounts (excluding balance sheet accounts) with the associated balance amount, sorted by the FYTD balance. However, you can apply the account type filter to it to see the balances of specific accounts, including balance sheet accounts like bank, credit cards, etc.

    active_accounts_widget.png

    This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Balance Sheet - Comparative

    This bar widget shows the balance sheet of the company for the selected year. The bar graph represents the two sides of the accounting equation: Total Assets = Total Liabilities + Owner's Equity. For comparison, it displays the assets, liabilities and equity account totals with the same period for the previous year. The current year values display a percentage to represent the net change from the prior year. You can apply the transaction date filter to it to see the balances as of a certain date or today. Balance sheets are typically run as of the current date. 

    bal_sheet_comp_widget.png

    This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Profit and Loss - Comparative

    This bar widget shows the profit and loss status of the company for the selected period. The bar graph represents the overall income and expenses of the company. For comparison, it displays the income and expense account totals with the same period for the previous year. The current year values display a percentage to represent the net change from the prior year. You can apply the transaction date filter to it to see the profit or loss as of a certain date or other date ranges such as week, month, quarter or year. 

    profit_loss_comp_widget.png

    This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Account Balances

    This bar widget shows the reconciled account balances in Core. It displays a list of balance sheet accounts, including undeposited funds, with their associated balance amount and reconciled amount. You can apply the account type filter to it to see the balances of specific B/S accounts, such as bank or credit card.

    account_balances_widget.png

    This widget is especially useful to the principals, partners and accountants in the company. It allows you to drill down to the details. It reflects the data based on the Accrual or Cash accounting as set in Global Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

  • Trust Fund Balances

    This list widget shows the summarized trust fund balances in Core for your clients. It displays the amount received, amount used and remaining balance on the trust fund accounts for each project. The Used amount is the fund amount applied on the client invoices. You can apply the filters to it to see specific balances.

     

    trust_fund_balances_widget.png

    This widget is especially useful to the accountants in the company.

Human Resources
  • HR Upcoming Reviews

    This bar chart provides a summary of upcoming performance reviews. It lists the employees, reviewers and dates when the reviews are due. It is a very useful tool to stay on top of your HR responsibilities.

    dashboard_widget_HR_reviews.png

CRM
  • Follow-Ups

    This list widget allows you to view all the upcoming follow-ups related to the logged-in user. It displays all the assigned tasks that you need to follow up. These follow-ups might be related to leads, prospects, campaigns, opportunities, etc. You can apply date and other filters to it.

    follow-ups_widget.png

  • Campaign ROI

    This bar chart widget identifies the campaigns that are doing well and those that are not performing as expected based on the return on investment (ROI). It shows the top 15 campaigns by ROI, excluding the campaigns with zero ROI. You can apply date and other filters to it.

    campaign_ROI_widget.png

  • Current Opportunities

    This bar chart widget shows a list of open or current opportunities managed by the logged-in user. It can be used to see a quick snapshot of how much you have in open opportunities broken down by stages, such as ongoing, new, evaluation, on hold and so on. It displays all the opportunities other than those won or lost. As a sales manager, you can see the current opportunities for your sales team. You can apply date and other filters to it.

    current_opportunities_widget.png

  • Sales Funnel

    This bar chart widget gives you an idea about the sales pipeline in terms of what percentage of leads advanced through each stage of your sales pipeline or cycle. A pipeline reflects what a company (seller) does during the sales process and a funnel measures the conversion rates through the sales process. For example, Core starts with the least priority stage and figures out what percentage of opportunities moved to the next priority stage, and so on.

    sales_funnel_widget.png

    A sales funnel report or widget is important for sales managers because it can help them forecast sales based on current lead volume and identify where deals are getting stuck so that they can improve their processes and better coach their teams. You can apply date and other filters to it.

  • Sales Velocity by Owner

    This bar chart widget shows the rate of progression by sales reps (owner). As a sales manager, you need the ability to monitor the sales velocity of your team members so that you can focus your energy on those who might need help closing sales. After you look at the overall picture of the sales cycle and performance of your sales team, you can drill deeper into each sales rep’s performance using the Sales Velocity report. The bar chart shows how much time (in days) each sales rep takes on an average for each stage of an opportunity to move a deal from one stage to the next. Each segment of the stacked chart is an average number of days spent in a specific stage. You can apply date and other filters to it.

    sales_velocity_widget.png

  • Top Opportunities

    This bar chart widget shows the top opportunity types. You can view a list of top opportunities based on already closed amount, ongoing forecast amount and highest probability. You can apply date and other filters to it.

    top_opportunities_widget.png

  • Top Prospects

    This bar chart widget shows the prospects with the highest expected revenue for ongoing opportunities or the ones with highest closed amounts. You can see a list of top prospects based on the closed (won) amount or expected revenue. You can apply date and other filters to it.

    top_prospects_widget.png

  • Sales Goal Performance

    This dual bar chart widget gives you the ability to compare how well your team closes deals against a sales goal. It shows the revenue (actual) from closed deals compared to the sales goals. You can use this information to track the progress of sales by the logged-in user (you) for multiple periods (for instance, if the period is a month, you can see the comparisons per month for you as a sales rep). You can also track the progress of set sales goals for your team or the entire company for a single period (for instance, the period is a month and you can see each sales rep's goal and actuals for that month). You can apply date and other filters to it.

    sales_goal_performance_widget.png

    Note: A maximum of four sales goals are displayed at a time on this widget.

Payroll (Beta)
  • Payroll Employee Missing Time

This list widget presents a quick snapshot of missing time entries by employees for the specific payroll period. It displays the actual hours, required hours, and status of time entries. This widget does not include hourly employees with time entry not required and salaried employees who are independent of time and expense entry.

  • Payroll Cost Comparison

This bar chart widget compares different pay periods or cycles based on the total cost of payroll.

  • Payroll Funding Requirements

This list widget displays information about the total amount of deductions contributed by the employees and employer to different agencies. These deductions (such as 401k retirement fund, federal taxes, state taxes, local taxes, voluntary withholdings, etc.) by both employees and employer are required to finalize payroll.

  • Payroll Cost Distribution

This donut graph widget tracks how much money has been spent on every aspect or segment of payroll, such as wages, taxes, withholdings, etc. It provides information about the distribution of total payroll costs in the company.

 

Add Dashboards

To add a new dashboard, watch this video or follow these steps:

    1. On your home page, click the Dashboard drop-down and then click Add New Dashboard.

dashboard_add.png

    1. On the Add Dashboard dialog, enter the name of the dashboard you want to create.

    2. Select Shared if you want to make the dashboard available to others in the company (Core users and groups). Click Continue.

    3. On the Add Dashboard Widget dialog, choose the widget from the list that you want on your dashboard. Click Continue.

dashboards_add_2.png

    1. Select the layout (size) of the widgets: standard, wide or tall.

    2. Click Add Widget.

To add more widgets to your dashboard, click Add Widgets. See Add Dashboard Widgets for further details.

Add Dashboard Widgets

To add a widget to your dashboard, watch this video or follow these steps:

    1. Open the Dashboard from the side menu > Dashboard.

add_dashboard_widget_1.png

    1. Click Add Widgets on the top-right.

    2. On the Add Dashboard Widget dialog, select the category and widgets from the list that you want to add (you can also search for it):

      • List

      • Bar Chart

      • Dual Bar Chart

      • Pie Chart

      • Triple Line Graph

      • Donut Graph

      • Interactive List

    1. Click Continue.

    2. Select the layout (size) of the widget: standard, wide or tall.

add_dashboard_widget_2.png

    1. Click Add Widget.

Note: By default, the data refresh interval is set to 15 minutes.

 

Manage Dashboards

To manage your dashboards, watch this video or follow these steps:

    1. On your home page, click Actions on the top-right of the Dashboard and select Manage.

manage_dashboards.png

    1. On the Manage Dashboard dialog, first select a Dashboard Name from the list.

    2. You can mark the dashboard as the Default one, if needed. The logged-in user is automatically selected as the Dashboard Owner (Core user who creates and owns the dashboard. By default, the signed-in Core user is the owner of the dashboard, but you can change that here. Other users cannot delete or customize the dashboard as you are the owner.).

    3. Select the relevant Sharing Options:

      • Private: A private dashboard is not shared and so is only visible to you in the company.

      • Public: A public dashboard is shared and so visible to every Core user in your company. Shared dashboard allows you (other than the owner) to apply your own filters.
        Note: Even if you share the dashboard by making it public, others cannot delete or customize it as long as you are the owner of that dashboard.

      • Share with specific users: Allows you to share the dashboard with specific Core users (employees and vendors with a login) or groups (employee or vendor groups that include at least one active Core user) by selecting them from the drop-down.
        Note: Even if you share the dashboard by making it public, others cannot delete or customize it as long as you are the owner of that dashboard.

    1. Click Delete Dashboard if you want to remove the selected dashboard.

    2. Click Save.

Note: When adding a new dashboard, you can share it with others by selecting the Shared option.

Customize Dashboards

To customize your dashboard, watch this video or follow these steps:

    1. On your home page, select the Dashboard from the drop-down that you want to customize.

customize_dashboards.png

    1. Click Actions on the top-right and select Customize.

    2. Click maximize.png to open the Resize Dashboard Widget dialog.

    3. Change the orientation of the widget to Standard, Wide or Tall. Click Resize.

    4. Click reorder.png on a widget and reposition it according to the layout you want.

    5. Click cross-icon.png to close a widget if it is no longer needed.

    6. Click Save Layout.

Filter Data on Widgets

To filter the data displayed on your dashboard widgets, watch this video or follow these steps:

    1. On your home page, select the Dashboard from the drop-down that you want to view.

dashboard_filter.png

    1. Click settings.png on the top-right of a widget.

    2. On the Filters dialog, select the relevant filters from the drop-down.

    3. Click Add Filters to add more filters for selective viewing.

    4. Click Apply.

The metric or data displayed on the widget are changed accordingly. After applying filters, you might want to rename your widgets to reflect different views.

Note: By default, the data refresh interval is set to 15 minutes.

Customize Widget Names

Core allows you to rename your dashboard widgets to reflect the custom filters, views or options that you might have specified for the widget. For instance, you might have two Cash Flow widgets side by side-one for the current year-to-date and the other for the current month. As it is difficult to identify each, you can add a custom name to them.

To customize the name of your dashboard widget, watch this video or follow these steps:

    1. On your home page, select the Dashboard from the drop-down that you want to access.

dashboard_widget_rename.png

    1. Hover on the dashboard widget name. An edit icon appears next to it.

    2. Click the icon and enter a custom name for the widget according to your preference, filters applied or view selected.

    3. Click the checkmark next to it to finalize the name.

Was this article helpful?
0 out of 0 found this helpful