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
