Financial and People Metrics dashboard

To access the Financial and People Metrics dashboard, go to the dashboards homepage. Select the folder icon or the Browse Collections & Dashboards > CFO dashboards > Financial and People Metrics.

This dashboard is based on Global Ledger and HR Talent subject areas.

These are the dashboard filters:

  • Budget
  • Calendar
  • Calendar Scope
  • Finance Enterprise Group
  • Fiscal Month
  • Fiscal Year
  • HR Organization for Finance Enterprise Group

These are the KPIs on the dashboard:

  • Revenue
  • Target Revenue
  • Net Profit
  • Target Net Profit
  • EBIT
  • EBIT Target
  • EBIT %
  • EBIT % Target
  • Operating Expense
  • Operating Expense Target
  • Gross Profit
  • Gross Profit Target
  • Employee Count
  • Salaries
  • Open Requisitions
  • Cost Per Hire
  • Revenue Per FTE
  • Profit PER FTE
  • Days to Fill

Head Count Trend report

The Financial and People Metrics dashboard consists of the Head Count Trend report which is a line type report. The report shows the employee count by work type for rolling 12 months based on selected year & period in the dashboard.

To access the Head Count Trend report, go to Visualizer. Select Infor > CFO Dashboards > Financial and People Metrics Dashboard > Headcount Trend.

These are the report elements and their sources or expressions:

  • Employee Count - shows the employee count
  • Date - shows the date
  • Work Type - shows the work type
  • HR Organization Filter - filters the HR Organization
  • Fiscal Period Ending Date - data is filtered for 12 Rolling Periods based on the Year, Year/Month selected in the dashboard.[HR Organization.HR Organization Key] = GETPROMPTVALUE('Finance Enterprise Group.HR Organization')

KPI expressions

  • KPI - Actual Revenue (Functional Amount) - shows the actual functional amount for the summary revenue account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary revenue account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_REVENUE.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Budget Revenue (Functional Amount) - shows the Budget amount for the summary revenue account based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary revenue account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_REVENUE.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Actual Net Profit (Functional Amount) - shows the actual functional amount for the summary Net Profit account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Net Profit account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Budget Net Profit (Functional Amount) - shows the Budget functional amount for the summary Net Profit account based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Net Profit account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Actual EBIT (Functional Amount) - shows the actual functional amount for based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The formula for calculating EBIT is [Actual Functional Amount of Summary Net Profit Account] - [Actual Functional Amount of Summary Taxes Account] - [Actual Functional Amount of Summary Interest Account].

    Net Profit summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT variable.

    Taxes Summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_TAXES variable.

    Interest Summary Account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP variable.

  • KPI - Budget EBIT (Functional Amount) - shows the Budget functional amount for EBIT based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month and other filters selected on the dashboard.

    The formula for calculating EBIT Budget is [Budget Functional Amount of Summary Net Profit Account] - [Budget Functional Amount of Summary Taxes Account] - [Budget Functional Amount of Summary Interest Account]. This shows the Budget functional amount for EBIT based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    Net Profit summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT variable.

    Taxes Summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_TAXES variable.

    Interest Summary Account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP variable.

  • KPI - Actual EBIT Percent - shows the Budget functional amount for EBIT % based on Budget,Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters that are selected on the dashboard.

    Formula for calculating EBIT Percent is [(Actual Functional Amount of Summary Net Profit Account) - (Actual Functional Amount of Summary Taxes Account) - (Actual Functional Amount of Summary Interest Account) / (Actual Functional Amount of Summary Net Profit Account)]

    Net Profit summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT variable.

    Taxes Summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_TAXES variable.

    Interest Summary Account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP variable.

  • KPI - Budget EBIT percent (Functional Amount) - shows the EBIT Budget Percent based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The formula for calculating EBIT Percent is [(Budget Functional Amount of Summary Net Profit Account) - (Budget Functional Amount of Summary Taxes Account) - (Budget Functional Amount of Summary Interest Account) / (Budget Functional Amount of Summary Net Profit Account)].

    Net Profit summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT variable.

    Taxes Summary account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_TAXES variable.

    Interest Summary Account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP variable.

    These summary accounts must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Actual Operating Expense (Functional Amount) - shows the actual functional amount for the summary Operating Expenses account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Operating Expense account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_OPER_EXP.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Budget Operating Expense (Functional Amount) - shows the Budget functional amount for the summary Operating Expenses account based on Budget, Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Operating Expense account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_OPER_EXP.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Actual Gross Profit (Functional Amount) - shows the actual functional amount for the summary Gross Profit account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Gross Profit account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_GROSS_PROFIT.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • KPI - Budget Gross Profit (Functional Amount) - shows the actual functional amount for the summary Gross Profit account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Gross Profit account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_GROSS_PROFIT.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • Employee Count - shows the Employee Count based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.
  • KPI - Salaries (Functional Amount) - shows the actual functional amount for the summary Salaries account based on Calendar Scope (MTD/YTD), FEG, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Salaries account is taken from the FSM_ALL_KPI_SUMMARY_ACCT_SALARIES.

    This summary account must be from the chart structure defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

  • Open Requisitions - shows the Open Requisitions Count based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.
  • Cost Per Hire - shows the Cost Per Hire based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Hiring Expense account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_HIRING_COSTS variable.

    This summary account must belong to the chart structure which is defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

    The formula for Calculating Cost Per Hire is [Actual Functional Amount of Summary Hiring Expense Account]/New Hire Count(date type: Effective From].

  • Revenue Per FTE - shows the Revenue Per FTE based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Revenue account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_REVENUE variable.

    This summary account must belong to the chart structure which is defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

    The formula for Calculating Revenue Per FTE is [Actual Functional Amount of Summary Revenue Account]/[FTE Count(date type: SnapShotMonth)].

  • Profit Per FTE - shows the Revenue Per FTE based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.

    The summary Net Profit account must be defined in the FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT variable.

    This summary account must belong to the chart structure which is defined in the FSM_ALL_KPI_SUMMARY_ACCT_CHART variable.

    The formula for Calculating Profit Per FTE is [Actual Functional Amount of Summary Net ProfitAccount]/[FTE Count(date type: SnapShot Month)].

  • Days to Fill - shows Average Days to Fill value with date type as Requisition Opened Date based on Calendar Scope (MTD/YTD), FEG, HR Organization, Calendar, fiscal year, fiscal month, and other filters selected on the dashboard.