BI Dashboard

Dashboard Description

Commonly Used By

Executive

Provides a high level overview of all key departmental metrics.

Visuals include:

• Sales/Closings analysis
• Production progress
• Projected profit over time
• Variance reviews
• Lender summary
• High level financials

CEO, COO, CFO, Division Presidents

Sales

Provides detail and summary level sales, starts, and closing metrics.

Visuals include: 

• General project, job, buyer sales analysis
• Backlog review with aging
• Projected closings and revenue analysis

• Sales agent review
• Plan sales analysis
• Option take rate

Sales VP, Sales Coordinator, Division Presidents

Production

Provides summary and details view of active construction jobs and historical cycle time analysis.

Visuals include: 

• Timeline review of in-progress homes
• Milestone analysis
• Cycle time and average days to complete
• Variance analysis

Construction VP, Construction personnel, Sales

Purchasing

Provides summary and detailed breakdown of plan budget data, job budget analysis, and variance metrics.

Visuals include: 
• Base plans comparison by total cost and cost/sqft
• Option cost comparisons by plan and take rate analysis
• Original budget v Current budget
• Variance review

Purchasing, Estimating, VP Sales, Controller, VP Finance, Construction, Controller, Warranty

Finance

Provides high level financial reporting, AP metrics, and job level financial reviews.

Visuals include: 
• Trial balance and P&L
• AP invoice aging reporting
• Overview of job profit v projections
• Loan analysis

Accountants, Controller, VP Finance, Purchasing