Metric calculations

This page provides a guide of how metrics are calculated on the financial forecast chart, resource forecast chart and the financial section of the project overview page.

Financial forecast chart

Actual Income = $a c t u a l h o u r s \times r a t e$
Schedule variance = $(p l a n n e d h o u r s_{b a s e l i n e} - a c t u a l h o u r s) \times r a t e$
In progress = $p l a n n e d h o u r s_{b a s e l i n e} \times r a t e$
Lead = $p l a n n e d h o u r s \times r a t e$
Pipeline (Medium probability) = $p l a n n e d h o u r s \times r a t e$
Pipeline (High probability) = $p l a n n e d h o u r s \times r a t e$

Resource forecast chart

Work in Progress: Planned hours for projects sold or in progress.
Work in View (High probability): Planned hours for pipeline projects with high win probability.
Work in View (Medium probability) = Planned hours for pipeline projects with medium win probability.
Current resource capacity: Current capacity on all active users. This is calculated using the formula: $h o u r s p e r d a y \times u t i l i z a t i o n t a r g e t \times (w o r k i n g d a y s - l e a v e d a y s)$

Project overview financials

For these cards in the project overview page:

The values are calculated in this way:

Invoiced value = $i n v o i c e d h o u r s \times r a t e$
Gross profit = $i n v o i c e d v a l u e - (a c t u a l i n c o m e + e x p e n s e s)$
Compliance to plan = $(a c t u a l h o u r s / f o r e c a s t h o u r s) \times 100$

Metric calculations ​

Financial forecast chart ​

Resource forecast chart ​

Project overview financials ​

Metric calculations

Financial forecast chart

Resource forecast chart

Project overview financials