The Revcast Dashboard gives you access to past, current, and future data and information. When and if data is not available, we’ll let you know, including any actions needed to alleviate.
The Dashboard can be filtered to refine the data viewed. At the top of the Dashboard are a set of filters, pictured below.
The Fiscal Year filter shows you data for the given selected fiscal year. If a prior fiscal year is selected, the Dashboard data includes information as of the end of that fiscal year. If the current fiscal year is selected, the Dashboard shows you information-to-date as of today.
The Segment filter shows you data for the given selected segments. If you select one segment, the Dashboard shows you information for just that single segment. If you select more than one, the Dashboard KPI Scorecard shows you combined data for the multiple segments, while the charts & graphs display data for each segment separately, allowing you to compare one to another visually.
The Team filter shows you data for the given selected teams. If you select one team, the Dashboard shows you information for just that single team. If you select more than one, the Dashboard KPI Scorecard shows you combined data for the multiple teams, while the charts & graphs display data for each team separately, allowing you to compare one to another visually.
The Time Period filter displays the Dashboard data at the given level of granularity. This means that when you select “Quarterly”, the KPI Scorecard shows quarter-to-date metrics, while the charts & graphs show data-by-quarter.
The Dashboard KPI Scorecard displays key KPIs relevant to your capacity management, along with information to put the KPI in context.
Each KPI block includes the following:
Many KPIs also include information to put the KPI in context (ex: historical KPI values for comparison to present performance, explained below)
Before we continue, let’s dive-in to this a bit further to how Revcast defines and conceptualizes specific terms around datatypes, and how data such as “actuals” and “plan” is represented in the product.