Production KPI Dashboard
Five production measures on one page: what was sold, how much of it finished on time, how much work is still open, how long jobs take, and how actual cost compared with budget.
Accessing the Report
Reports > KPI > Production Dashboard
Requires the View Project Costs permission.
Available Filters
| Filter | Applies to |
|---|---|
| Date From / to | Every panel except Current Open Work, which is a point-in-time figure |
| Project Manager | Every panel. Gross Sales filters on the salesperson; the rest filter on the project manager |
| Division | All panels |
| Function | All panels |
| Work Type | All panels, except that Ontime Completion is always restricted to full-project divisions |
The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.
The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.
Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.
Panels
General Information
| Metric | Measured by | Description |
|---|---|---|
| Gross Sales | Close date | Sold amount on won projects |
| Direct Margin Dollars | Close date | Sold amount weighted by each project's margin |
| Current Open Work | Point in time | Value still to be delivered: sold amount less the percentage already complete, across the open sales pipeline and everything already in production |
Current Open Work ignores the date range by design — it describes the pipeline as it stands right now, not as it stood during a period.
This figure previously included other companies' projects and excluded most of your own, because it matched on an internal stage identifier carried over from an older single-company version of the system. It now covers your open sales pipeline plus every project that has reached production, scoped to your company only.
Expect the number to change substantially. It is measuring something different — and correct — rather than recalculating what it showed before.
Ontime Completion
A donut chart splitting completed jobs into on time and late, with each ring segment broken down by division. Selecting a segment lists the underlying projects.
A job counts as on time when its substantial completion date did not pass its contracted finish date.
Ontime Completion covers only divisions that have a set contract timeline — operational, full-project divisions.
T&M and SAM divisions are excluded. These are service divisions with no contracted finish date, so there is no timeline to measure against and they cannot meaningfully be judged on time or late. They are left out of both the numerator and the denominator.
This exclusion applies to Ontime Completion only. The other four panels continue to include service divisions, so the totals on this page are not all drawn from the same set of jobs.
A full-project job that has no contracted finish date recorded still counts toward the total, and counts as late. That surfaces jobs missing a contract date rather than hiding them.
Average Project Start to Finish Cycle Time
Days from production start to substantial completion, by division, shown as both an average and a median. The median is calculated across individual projects rather than derived from the average, so one unusually long job does not distort it.
Variance of Direct Margin to Budget
Two tables — one by division, one by project manager:
| Column | Description |
|---|---|
| Contract Amount | Total sold value of completed projects |
| Actual Cost | Cost actually incurred |
| Estimated Budget | Cost that was budgeted |
| Variance % | (Estimated Budget − Actual Cost) ÷ Estimated Budget × 100 |
A positive variance means the work came in under budget. A negative variance means it ran over.
Both tables are scoped by production completion date and cover projects whose project manager belongs to the Production department.
Exporting
Export CSV downloads every panel in one file, with a Section column identifying which panel each row came from.