Overview

This article includes typical settings for creating a Production Summary dashboard. Production Summary Dashboards can provide a 12 month overview of sales and production. 

If you are interested in creating our other suggested Dashboards see this article - Creating a Dashboard

Production Summary Dashboard

• Dashboard name: Production Summary
• Type: Stacked
  

Names of Dashlets and their settings:

• NOTE: The Settings listed below are just suggestions for this Dashlet. You will want to consult with your Sales/Marketing team to verify that you are using the same settings that they are.
  
  
• "Jobs Sold Into Work"
  • Period: Set to Last12Months. This provides a continuous rolling 12-month data set.
  • Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month.
  • Excluded Estimator: Select nothing. Selecting any estimator will exclude jobs to whom that estimator was assigned in Luxor's Estimator field from the data in the Dashlet.
  • Excluded Project Managers: Select nothing. Selecting any PM will exclude jobs to whom that PM was assigned in Luxor's PM field from the data in the Dashlet.
  • Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated to that field office from the data in the Dashlet.
  • Excluded Tracking Group: Select nothing. Selecting any tracking group will exclude jobs in that tracking group from the data in the Dashlet.
     
• "Sales by Project Manager"
  • Period: Set to Last12Months. This provides a continuous rolling 12-month data set.
  • Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month.
  • Excluded Project Managers: Select nothing. Selecting any PM will exclude jobs to whom that PM was assigned in Luxor's PM field from the data in the Dashlet.
  • Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated to that field office from the data in the Dashlet.
  • Excluded Tracking Group: Select nothing. Selecting any tracking group will exclude jobs in that tracking group from the data in the Dashlet.
    
    
• "Sales by Estimator"
  • Period: Set to Last12Months. This provides a continuous rolling 12-month data set.
  • Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month.
  • Excluded Estimator: Select nothing. Selecting any estimator will exclude jobs to whom that estimator was assigned in Luxor's Estimator field from the data in the Dashlet.
  • Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated with that field office from the data in the Dashlet.
  • Excluded Tracking Group: Select nothing. Selecting any tracking group will exclude jobs in that tracking group from the data in the Dashlet.
    
    
• "$ by Project Manager" (Dashlet Type = Amount by Project Manager)
  • Period: Set to Year. This provides a continuous rolling 12-month data set.
  • Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month.
  • Project Managers: Select all Project Managers.
  • Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated with that field office from the data in the Dashlet.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.