report portfolio
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portfoliodata visualization
Christian Coon makesExcel do things it doesn’t want to
Excel is
the data multi-tool
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Austin
Dallas
El Pas
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Fort W
orth
Houston
San A
ntonio
Fixed Cost Variable Cost
stylewithzero
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10000
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14000
Austin
Dallas
El Pas
o
Fort W
orth
Houston
San A
ntonio
Fixed Cost Variable Cost
=
in kUSD Fixed Cost Variable CostFort Worth 9.1 3.7San Antonio 5.9 2.6El Paso 5.3 7.2Dallas 3.3 4.5Houston 3.1 2.8Austin 1.6 2.6
simpledoes it
Budget Act Cost Com. Cost Spent kpi1 kpi2A+C Budget n Actual Cost n Committed Cost
Open Projects 6,243 5,610 326 95% n n
CR Billable Project 1 645 351 152 101% n
Billable Project 2 347 437 0 126%Billable Project 3 83 15 3 21% n
Billable Project 4 69 36 32 100% n n
Billable Project 5 47 15 22 78% n
CP Capital Project 1 1,000 621 497 97% n
IC Intercompany Project 1 528 481 0 91% n
Intercompany Project 2 364 288 24 86% n
Closed Projects 1,659 1,538 0 93%CR Billable Project 6 109 106 0 97%
Billable Project 7 25 23 0 93%Billable Project 8 3 1 0 36%
CP Capital Project 2 1,195 1,079 0 90%IC Intercompany Project 3 326 329 0 101%
Managed Service Content Management
200k 400k 600k 800k 1M 1M
Budget Act Cost Com. Cost Spent kpi1 kpi2A+C Budget n Actual Cost n Committed Cost
Open Projects 6,243 5,610 326 95% n n
CR Billable Project 1 645 351 152 101% n
Billable Project 2 347 437 0 126%Billable Project 3 83 15 3 21% n
Billable Project 4 69 36 32 100% n n
Billable Project 5 47 15 22 78% n
CP Capital Project 1 1,000 621 497 97% n
IC Intercompany Project 1 528 481 0 91% n
Intercompany Project 2 364 288 24 86% n
Closed Projects 1,659 1,538 0 93%CR Billable Project 6 109 106 0 97%
Billable Project 7 25 23 0 93%Billable Project 8 3 1 0 36%
CP Capital Project 2 1,195 1,079 0 90%IC Intercompany Project 3 326 329 0 101%
Managed Service Content Management
200k 400k 600k 800k 1M 1M
KPI “stoplights”
Budget Act Cost Com. Cost Spent kpi1 kpi2A+C Budget n Actual Cost n Committed Cost
Open Projects 6,243 5,610 326 95% n n
CR Billable Project 1 645 351 152 101% n
Billable Project 2 347 437 0 126%Billable Project 3 83 15 3 21% n
Billable Project 4 69 36 32 100% n n
Billable Project 5 47 15 22 78% n
CP Capital Project 1 1,000 621 497 97% n
IC Intercompany Project 1 528 481 0 91% n
Intercompany Project 2 364 288 24 86% n
Closed Projects 1,659 1,538 0 93%CR Billable Project 6 109 106 0 97%
Billable Project 7 25 23 0 93%Billable Project 8 3 1 0 36%
CP Capital Project 2 1,195 1,079 0 90%IC Intercompany Project 3 326 329 0 101%
Managed Service Content Management
200k 400k 600k 800k 1M 1M
Bars in-line
Top Projects by Net Sales and MarginNet Sales & Margin Analysis by Key AccountSeptember 30, 2008, Year-to-date
Project 1 Project 2 Project 3 Project 4
1 mUSD increments
Net SalesUM
UM%
Project 1 Project 2 Project 3 Project 4
Intelligent Networks SunCom Project 1 Project 2
J F M A M J J A S
-2%
J F M A M J J A S
34%
J F M A M J J A S J F M A M J J A S
J F M A M J J A S
23%
J F M A M J J A S
24%
J F M A M J J A S
29%
J F M A M J J A SJ F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
J F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
Top Projects by Net Sales and MarginNet Sales & Margin Analysis by Key AccountSeptember 30, 2008, Year-to-date
Project 1 Project 2 Project 3 Project 4
1 mUSD increments
Net SalesUM
UM%
Project 1 Project 2 Project 3 Project 4
Intelligent Networks SunCom Project 1 Project 2
J F M A M J J A S
-2%
J F M A M J J A S
34%
J F M A M J J A S J F M A M J J A S
J F M A M J J A S
23%
J F M A M J J A S
24%
J F M A M J J A S
29%
J F M A M J J A SJ F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
J F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
Small multiple charts
Top Projects by Net Sales and MarginNet Sales & Margin Analysis by Key AccountSeptember 30, 2008, Year-to-date
Project 1 Project 2 Project 3 Project 4
1 mUSD increments
Net SalesUM
UM%
Project 1 Project 2 Project 3 Project 4
Intelligent Networks SunCom Project 1 Project 2
J F M A M J J A S
-2%
J F M A M J J A S
34%
J F M A M J J A S J F M A M J J A S
J F M A M J J A S
23%
J F M A M J J A S
24%
J F M A M J J A S
29%
J F M A M J J A SJ F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
J F M A M J J A S J F M A M J J A S J F M A M J J A S J F M A M J J A S
Automatic updatesJ F M A M J J A S O
16 14
7.5 7.5 7.5 7.5 7.5
66
6 5 5 4 4.5
66
4.53.5 4.5
3.5 3
1414
1412 9
9 8
232426
28
32
4042
-16
Dec2006
Mar2007
Jun Sep Oct Jan2008
Mar Jun Aug Oct Dec
Headcount, Actual & Forecast
16 14
7.5 7.5 7.5 7.5 7.5
66
6 5 5 4 4.5
66
4.53.5 4.5
3.5 3
1414
1412 9
9 8
232426
28
32
4042
-16
Dec2006
Mar2007
Jun Sep Oct Jan2008
Mar Jun Aug Oct Dec
Headcount, Actual & Forecast
Actual vs Forecast axis
16 14
7.5 7.5 7.5 7.5 7.5
66
6 5 5 4 4.5
66
4.53.5 4.5
3.5 3
1414
1412 9
9 8
232426
28
32
4042
-16
Dec2006
Mar2007
Jun Sep Oct Jan2008
Mar Jun Aug Oct Dec
Headcount, Actual & Forecast
Emphasis built-in
Top Projects by Key AccountTop 5 by Closing Backlog, financials in kUSD
Net Sales COS
Planned Costs
OriginalBudget 99,820 -20%..+100%
Project 1 80,898 62,148 68,492 71,982 76,228 14.52 -10 11Project 2 39,000 20,874 14,607 27,292 27,987 13.52 30 30Project 3 28,885 20,551 16,763 18,938 18,659 12.52 18 34Project 4 25,851 18,786 24,031 26,339 16,572 11.52 -28 -2Project 5 14,875 4,500 2,360 12,167 9,910 10.52 48 18Project 1 99,820 39,397 -80,083 288 15,982 9.52 303 100Project 2 28,044 18,124 12,385 16,997 11,325 8.52 32 39Project 3 15,691 7,619 4,732 7,790 9,057 7.52 38 50Project 4 12,313 4,731 3,611 9,385 8,007 6.52 24 24Project 5 10,135 1,785 130 17,173 8,108 5.52 93 -69Project 1 77,218 44,240 27,126 49,574 40,808 4.52 39 36Project 2 19,748 11,124 10,462 18,550 13,475 3.52 6 6Project 3 11,241 2,491 812 2,682 3,187 2.52 67 76Project 4 6,576 2,833 603 1,691 3,201 1.52 79 74Project 5 4,173 0 0 2,686 1,524 0.52 0 36
20M 40M 60M 80M 100M
Top Projects by Key AccountTop 5 by Closing Backlog, financials in kUSD
Net Sales COS
Planned Costs
OriginalBudget 99,820 -20%..+100%
Project 1 80,898 62,148 68,492 71,982 76,228 14.52 -10 11Project 2 39,000 20,874 14,607 27,292 27,987 13.52 30 30Project 3 28,885 20,551 16,763 18,938 18,659 12.52 18 34Project 4 25,851 18,786 24,031 26,339 16,572 11.52 -28 -2Project 5 14,875 4,500 2,360 12,167 9,910 10.52 48 18Project 1 99,820 39,397 -80,083 288 15,982 9.52 303 100Project 2 28,044 18,124 12,385 16,997 11,325 8.52 32 39Project 3 15,691 7,619 4,732 7,790 9,057 7.52 38 50Project 4 12,313 4,731 3,611 9,385 8,007 6.52 24 24Project 5 10,135 1,785 130 17,173 8,108 5.52 93 -69Project 1 77,218 44,240 27,126 49,574 40,808 4.52 39 36Project 2 19,748 11,124 10,462 18,550 13,475 3.52 6 6Project 3 11,241 2,491 812 2,682 3,187 2.52 67 76Project 4 6,576 2,833 603 1,691 3,201 1.52 79 74Project 5 4,173 0 0 2,686 1,524 0.52 0 36
20M 40M 60M 80M 100M
Special symbols
Bubble chartmade of
pies
NS UM UM% Jan 07 – Aug 08 — Net Sales — Margin — Zero
24,035 -6,643 -28%
55,769 19,002 34%
16,086 -3,448 -21%
26,021 2,600 10%
121,910 11,511 9%
8,446 -2,576 -31%
NS UM UM% Jan 07 – Aug 08 — Net Sales — Margin — Zero
24,035 -6,643 -28%
55,769 19,002 34%
16,086 -3,448 -21%
26,021 2,600 10%
121,910 11,511 9%
8,446 -2,576 -31%
Data density
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