Report I: Recommended Key Reports – Executives

Part 1: Extend the foundation blocks of Q360’s One Dashboard, with focus on the Key Reports for the executive / ownership / managerial level.

In this MasterClass webinar, we recommend which key reports executives should be looking at and why. When the CEO / executives have their eye on key performance indicators, it typically results in the rest of the team focusing on them as well.

This webinar was recorded on September 14, 2022.

Target Audience

• Users in executive, ownership and/or managerial role​
• Users interested in Q360 reports that would be of value to the executives
• Users of Q360 version v22.01+

By the end of the session, you will be able to:

• Identify areas of importance in the business for the purposes of investigation and improvement
• Describe how key performance indicators act as milestones and/or targets

Agenda:

1. Introduction | value of data
2. Plan | look ahead to forecast
   • One Dashboard | Q0284
     • Break Even Forecast | Q0280
     • Cash Flow Forecast Summary | Q0231
   • Project Bookings / Revenue / Backlog | Q0298
   • 5 key elements to get right
3. Adjust | change my plan
   • Project Revenue/Cost Forecast | Q0058
   • Quick View > Sales Forecast
4. Monitor | keep eye on trends
   • Project Forecast Snapshot Analysis | Q0304 (new in v22.02)
   • Employee Utilization By Labor Type | Q0025
   • Service Contract Revenue Forecast | Q0071
   • Best Practices
5. Measure | results to plan
   • Income Statement (various flavors)
     • Combined Income Statement | Q0251
     • Quick View > Income Comparison
   • Customer Profitability | Q0020
   • Executive Dashboard | Q0254 (in v22.02: replaced filter, sources)
6. Q & A
7. Wrap Up

See more on Report Series MasterClass

• Report II: Key Reports for Sales and Operations Planning and Execution