Thank you for attending the meeting today.
In today’s meeting, we discussed the modification that is needed in the current finance dashboard. We have reviewed each card and identified which card needed to be modify and what will be the change required and prioritized and decided the phase-I and phase-II plan for recommended changes. Here are the details on the phase plan:
Phase-I: Deadline (16-Jun-21)
• Going forward, “Total Hub Cost”, ” Total Staff Cost (Dedicated)” and” Total Staff Cost (Project)” will be mapped into single category as “Total Staff Cost”.
• For “GP% distribution heatmap by cost centers” instead of Gross Profit we should have %.
• Oliver Cost Center & Inside Ideas Cost center will be removed from the dataset as they aren’t client for us.
• Rename “Total Project Revenue” to “Total Gross Project Revenue” in cards where it has reference.
• Net Revenue with GP% Margin Trend will have into two separate cards:
1. Card1: top 25 accounts based on net revenue sorted Largest to smallest
2. Card2: Except top25 others account will be present here.
• The below cards will be removed from dashboard:
1. Last 12 Months Oliver GP% Distribution
2. Last 3 Months Cost Center with no identified owners
Phase-II
• Finance team will provide the split of “Total Hub Cost” either for Total Staff Cost (Dedicated)” or “Total Staff Cost (Project)”.
Also, we missed one of the feedbacks from our yesterday’s call which was description of each cards to understand their meaning and context. Could you please provide the description of cards in an excel sheet.
Let me know, in case if I’ve missed out anything or needs to be corrected in the above points.
Thank you for attending the meeting
today
.
In
today
’s meeting, we discussed the modification that
is needed
in the
current
finance dashboard. We have reviewed each
card
and identified which
card
needed to be
modify
and what will be the
change
required and prioritized and decided the phase-I and phase-II plan for recommended
changes
. Here are the
details
on the phase plan:
Phase-I: Deadline (16-Jun-21)
• Going forward,
“Total
Hub
Cost”
,
”
Total
Staff
Cost
(Dedicated)” and”
Total
Staff
Cost
(Project)” will
be mapped
into single category as
“Total
Staff
Cost”.
• For “
GP%
distribution
heatmap
by
cost
centers”
instead
of Gross Profit we should have %.
• Oliver
Cost
Center & Inside
Ideas
Cost
center will
be removed
from the dataset as they aren’t client for us.
• Rename
“Total
Project
Revenue”
to
“Total
Gross Project
Revenue”
in
cards
where it has reference.
• Net
Revenue
with
GP%
Margin Trend will have into two separate
cards:
1
.
Card1
: top 25 accounts based on net
revenue
sorted Largest to smallest
2.
Card2
: Except top25 others account will be present here.
• The below
cards
will
be removed
from dashboard:
1. Last 12 Months Oliver
GP%
Distribution
2. Last 3 Months
Cost
Center with no identified owners
Phase-II
• Finance team will provide the split of
“Total
Hub
Cost”
either for
Total
Staff
Cost
(Dedicated)” or
“Total
Staff
Cost
(Project)”.
Also
, we missed one of the feedbacks from our yesterday’s call which was description of each
cards
to understand their meaning and context. Could you
please
provide the description of
cards
in an
excel
sheet.
Let
me know, in case if I’ve missed out anything or needs to
be corrected
in the above points.