Introduction to Dashboards
Factor has two main areas for visual performance data: PULSE, which provides project-level financial dashboards, and the Firm Dashboard (also called the KPI Dashboard), which provides a firm-wide view of key performance indicators.
PULSE
PULSE is a main navigation item that gives you interactive, project-level financial analysis. When you open a project in PULSE, you can view four dashboards:
Budget — Tracks budget performance across the project, showing how much of the budget has been consumed and what remains.
Hours — Breaks down hours logged on the project by team member, phase, or role.
Forecast — Projects forward-looking revenue and completion estimates based on current progress.
Profit — Analyzes project profitability including margins, costs, and revenue.
Firm Dashboard / KPI Dashboard
The Firm Dashboard provides a firm-wide view of overall business health. It tracks key performance indicators (KPIs) across several categories:
Profit
Profit
Gross Margin
Realized Rate
Achieved Multiplier
Revenue
Total Revenue
Daily Revenue per Employee
Daily Revenue per Direct Employee
Actual to Capacity
Schedule
Direct Utilization
Overall Utilization
Scheduled Utilization
Staff
Employee Count (total, direct, and indirect)
Direct Employee %
Turnover %
Average Hourly Employee Cost
New Clients
New vs. existing clients
New vs. existing projects
Net Fee Multiplier
Revenue Factor
Overhead Rate
Net Fee per Employee
KPI Goals and Trending
Firms can set target goals for each KPI. Each KPI displays the current value alongside the goal, a trend indicator showing whether performance is moving in the right direction, a period-over-period comparison, and a sparkline showing historical trend over time.
Goals are entered by your firm; Factor doesn't provide default or suggested benchmark values.
Permissions
Access to dashboards is controlled by your permission role. Contact your administrator if you don't have access to PULSE or the Firm Dashboard.