Financial Tutorial – Gauges

Use your Financial Gauges to track what’s important to your business and how well you are performing to plan. Rather than simply indicating whether you hit your targets, the financial gauges give you a visual indication of your percent performance to plan. Where you 80%, 99% or 110% of your revenue plan?

Watch this video to see how the gauges are used and configured.

Financial Gauge Screen

Month Selector

You can select the month to revenue with the month pull-down selector or by using the slider on the revenue trend graph.

The revenue, cost of goods, margin and margin percentage is displayed at the top of the page.

Financial Gauges

Each gauge provides the percentage of plan, actual result and plan number.

The gauges presents the percentage of plan visually in the gauge chart.

You can modify the sections of the gauge by indicating the low percentages for the red, yellow and green slice. You can also set the maximum percentage to be displayed on the gauge.

Financial Gauges

Each gauge provides the percentage of plan, actual result and plan number.

The gauges presents the percentage of plan visually in the gauge chart.

You can modify the sections of the gauge by indicating the low percentages for the red, yellow and green slice. You can also set the maximum percentage to be displayed on the gauge.

In the Red

When a chart is in the red, there will be an indicator in the upper left corner of the gauge.

Customizing the Gauges

You can select the metric to be displayed in the financial gauge using the pull-down selector below each gauge.

The list of available metrics is driven from the metrics that matter. If you modify your metrics that matter (as outlined in the metrics that matter tutorial), your new metrics will be available/updated in the gauge screen.

What is your favorite Financial Gauge?

Would you like gauges on the service and sales workbooks?

I would love to hear from you.

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