Analytics in the [Projects] section
The [Analytics] view contains summary data on the section: charts, metrics, ratings and reports.
Note
More information about working with dashboards and dashboard setup can be found in the corresponding articles.
The [Project analytics] tab
The [Project analytics] tab displays the summary of information about project.
Note
Filters set in this section will be applied to all dashboard components.
Number of active projects | Calculated indicator displaying the total number of projects in the “In progress” status. |
Total margin | Indicator displaying the total actual margin for projects. |
Expected vs actual margin | Diagram displaying the total expected margin grouped by project completion month. Only projects with the “Completed“ status are used for calculation. |
Projects by owner | Diagram displaying the total number of projects by owner. The data is sorted in descending order of the number of projects. |
New projects by month | Diagram displaying the monthly change of the number of new and completed projects. The data is sorted in descending order of the number of projects. |
Top 5 profitable projects | List of five projects with the largest actual margin. The data is sorted in descending order of the margin amount. |
The [Project financial analysis] tab
The indicators display financial information about the projects.
Note
Filters set in this section will be applied to all dashboard components.
Expected total inflow | The expected total inflow for all projects registered in Creatio. |
Actual total inflow | The actual total inflow for all projects registered in Creatio. |
Total inflow deviation | The total inflow deviation for the projects. |
Expected total outflow | The expected total direct outflow for all projects registered in Creatio. |
Actual total outflow | The actual total direct outflow for all projects registered in Creatio. |
Total outflow deviation | The total direct outflow deviation for the projects. |
Expected total cost | The expected total cost for all projects registered in Creatio. |
Actual total cost | The actual total cost for all projects registered in Creatio. |
Total cost deviation | The total cost deviation for the projects. |
Expected prime cost | The expected prime cost for all projects registered in Creatio. |
Actual prime cost | The actual prime cost for all projects registered in Creatio. |
Prime cost deviation | The total inflow deviation for the projects. |
Expected margin | The expected margin for all projects registered in Creatio. |
Actual margin | The actual margin for all projects registered in Creatio. |
Margin deviation | The total actual margin deviation for the projects. |
Reports
Working time analyzed by project | Tabularly presented data on actual and expected working time per each employee engaged in the project. There is also a percentage ratio of actual and expected working time. |
See also