The Vista Executive Dashboard is a preconfigured paginated report that summarizes key performance indicators and trends across your companies.

Filters

You can customize the view of this dashboard using the Parameters tab. This enables you to filter your report by these parameters:

• Company: Select one or more companies to display.
• Aging Option: Select either Due Date or Invoice Date as the aging option.
• Contract Status: Select either Open; Open, Soft-Closed; Soft-Closed, Hard-Closed; or All to display.
• Age Non-Retainage Held Invoices: Select whether to age non-retainage held invoices.
• Through Month: Specify the cutoff month for the data displayed.
• Transaction Thru Date: Specify the cutoff date for the data displayed.
• Group Agings/WIP by: Group aging and WIP reports by either Project Manager, Department, Customer/Vendor, or Contract/Job.

Widgets

The Executive Dashboard includes these widgets.

• A/R Aging widget: provides a visual summary of your Accounts Receivable broken down by the age of the outstanding invoices. Select the button to drill down to the Days Sales Outstanding, Total Gross Margin, and Customer Analysis subreports.
• A/P Aging widget: provides a visual summary of your Accounts Payable broken down by the age of the outstanding invoices. Select the button to drill down to the Due vs Spent Cash Outflow, Open Payables by Pay Type, Payables Due in the Next 20 Days, Unapproved Invoices, and Subcontractor Compliance subreports.
• Liquidity & Cash Position widget: provides a visual summary of your company's ability to meet its short-term financial obligations and its current cash on hand. Select the button to drill down to the Recent Cashflow, Receipts by Customer, and Projected Cashflow subreports.
• Profit & Loss widget: provides a visual summary of the company's financial profit and loss over the specified period. Select the button to drill down to the Revenue & Cost of Goods Sold, Gross Profit & Net Profit Before Taxes, Overhead and G&A, Billings, Backlog, and Cash on Hand subreports.
• G&A Expenses widget: provides a visual summary of the company's General and Administrative (G&A) expenses over the specified period.
• Head Count widget: provides a visual summary of the number of people currently employed by your company.

Subreports

The Executive Dashboard includes these subreports.

• A/R Aging Subreport: provides detailed report of your Accounts Receivable broken down by the age of the outstanding invoices. Selecting a contract drills down into its subreports.
• A/P Aging Subreport: provides detailed report of your Accounts Payable broken down by the age of the outstanding invoices. Selecting a contract drills down into its subreports.
• Work in Progress Subreport: displays work in progress organized by Project Manager, Department, Customer/Vendor, or Contract/Job. Selecting a contract drills down into its subreports.