One Dashboard I v24.01

In this MasterClass webinar, we discuss the six reports underlying the Break Even Forecast Section of the One Dashboard.  We will look at common challenges and discuss / demo remedies for these challenges.

This webinar was recorded on February 19, 2025.  View or download slide deck here

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Agenda:

1. 1. Introduction | 04:07
      1. Discussion between Bradley Malone and Mathew Coe
      2. One Dashboard in two sections:
         1. Break Even Forecast
         2. Monthly Cash Forecast
   2. Poll 1 | What challenges prevent your organization from effectively using the Break-Even section of the One Dashboard?
   3. Labor Capacity Forecast Q0216 |  06:24, demo at 10:39
      1. Purpose: provides visibility into Direct Labor capacity and scheduled allocation
      2. Prerequisites:
         • Labor Type (by Direct Employee / Branch)
         • Employee Availability (Capacity)
         • Project Scheduling (Effort By Task)
         • Optional: Opportunities (Close & Install Dates)​
2. Project Labor Forecast Q0215 | 15:42, demo at 18:37
   1. Purpose: period-based view of Scheduled and Assigned Labor hours for Projects and Opportunities
   2. Prerequisites:
      • Labor Type (by Direct Employee / Branch)
      • Project Scheduling (Effort by Task)
      • Project Assignment
      • Optional: Opportunities (Close & Install Dates)​
3. Project Hours Summary Q0286 | 21:21, demo at 26:12
   1. Purpose: Offers a Project-by-Project breakdown of Sold, Scheduled, Assigned, and Earned Hours
   2. Prerequisites:
      • Sold Hours on Projects
      • Project Scheduling (Effort by Task)
      • Project Assignment
      • Time Bills posted to Projects
4. Poll 2 | Which of the following reports could your organization use more effectively?
5. Project Material Scheduling Summary Q0288 | 28:36, demo at 34:07
   1. Purpose: provides visibility into overall status of Materials and Subcontract Items on a Project
   2. Prerequisites:
      • Order Line Items (BOM)
      • Equipment / Parts / Subcontractor Details
      • Line Item Request Date, Shipped Date
6. Project Revenue / Cost Forecast Q0058 | 37:02, demo at 40:20
   1. Purpose: provides insight into current state of active projects (Revenue, Material Cost, Resource Allocation, Backlog)
   2. Prerequisites:
      • Project Forecasting Method (Straightline, Mat/Labor)
      • Time Bills posted to Projects
      • Line Item Request Date, Shipped Date
      • Costs and Revenue are recognized
      • Opportunities (Close and Install Dates)
7. Service Contract Revenue Forecast Q0071 | 42:00, demo at 45:12
   1. Purpose: Helps track Deferred Revenue recognition, identify Revenue trends, and spot Contract setup errors or misallocated Revenue​
      
   2. Prerequisites:
      • Service Contracts
      • Billing Schedule
      • Revenue Recognition Settings
8. Poll 3 | Which of the following reports could your organization use more effectively?
9. Summary | 47:15
10. Q & A | Submitted via Q&A portal and answered throughout presentation (see Questions and Answers below – coming soon)
11. Poll 4 | Would you like to receive additional information regarding training opportunities related to the Break Even Forecast section of the One Dashboard?
12. Wrap Up and References | 50:04

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Prefer to view or download this MasterClass slide deck?

Q&A:

Q1:  Where can I find the One Dashboard?

A1:  The One Dashboard is located under the Executive section of the Dashboards main menu.  If you do not see it here, reach out to your administrator to grant you the proper system permission.

Q2:  Our PM’s often move End Dates out to the future.  I want to evaluate Projects based on the Original End Date. I s there a field that can be used for that purpose?

A2:  The modifiable User6 field would be ideal to track Original End Date.  Another option is to create a History trigger which will also track it on the Project History grid, allowing you to see each change to End Date.

Q3:  Is it best practice to line up Labor Masters and Categories with the Employee Labor Type?

A3:  A Labor Type is 1:1 per individual while Labor Masters are many to one.  A Labor Type Installer may also work on Rack Build / Rough / Final.

Q4:  What is the Forecast Prob % on an Opportunity?

A4:  Forecast Closed and Forecast Prob % are advanced Sales management fields used for “gut feel” and are for reporting purpose only.  These are manual entry fields.

Q5:  We use a lot of sub-contractors on projects. How do we assign tasks to sub-contractors?

A5:  It’s best to create UserIDs for Subcontractors and assign Tasks to them.  You can create a UserID for each Subcontractor or you may create a general “Subcontractor” UserID.

Q6:  Do I have to look through all the Employee records to see which is feeding the Labor #?

A6:  Yes, upon setup.  These should not change once established – Labor Type by location

 

 

Interested in learning more?

• Key Reports I – for Executives (Sept 14, 2022)​
• Key Reports II – for Sales and Operations (Feb 8, 2023)​
• WBS I (Feb 9, 2022), WBS II (March 16, 2022) and WBS III (April 13, 2022)​
• Sales within Q360, PM within Q360 and Service within Q360 training (reach out to your CSM)​