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All Parent and Level 1 Drill downs should be in the form of charts
Most of the Level 2 drill downs can be in the form of tables. If a chart functionality is feasible for Level 2, it would be
evenue, Cost, Hours, etc.
as to keep in mind ways of incorporating other regions' information as well, both financial and non-financial, even though most of this would
Financial Consistent growth & profitability F1.1 20% annual revenue growth
Measures the
ultimate results that
the business
provides to its
shareholders
Institutionalize Business
Development Process F2.1 1. Client retention of ??%
2. Revenue from existing clients -
F2.2 85% of annual target
1. Revenue target
2. Sales target
3. Target for backlog for
following year
4. Target for annuity revenue
5. % of new clients
6. Revenue from new clients
15%
7. Revenue forecasting
accuracy xx%
1. Average Project GM xx%
2. SG&A %
3. Target for sold margin
4. Cost of sales (in
comparison with budget)
5. SL GM xx%
6. Total GM xx%
7. Utilization xx%
Sr.
No. Metric Definition Freq Parent page analysis Level 1 drill down Level 2 drill down Org. goal
((Revenue for measurement period for current
FY / Revenue for measurement period for
1 Annual revenue growth previous FY) -1)% Q Revenue growth for each quarter against target F1.1
Trend of month on month actual revenue vs.
internal budgeted revenue vs. revenue budgeted
2 Revenue Revenue current period M for
Forboard
the month & YTD, revenue breakup by F1.1, F2.3
2.1 Industry
2.2 For the month & YTD, revenue breakup by SL
(revenue from new clients in current
measurement period / total revenue in current
3 % revenue from new clients measurement period)% M YTD % revenue from new clients vs. YTD target F1.1, F2.2
% Revenue from top 5 clients for current month to Historical % Revenue from top 5
4 Client concentration Revenue % from top 5 clients know client concentration clients
For the month & YTD, comparison of
4.1 revenue budgeted vs. actual by client
Contracted sales - Total Contract Value of
5 Sales (bookings) opportunities that are successfully closed M Monthly trend of sales
Month on month sales booked against revenue
5.1 forecasted for future months
Contracted sales that have not been recognized
6 Backlog as revenue M Monthly trend of backlog
7 Profitability Operating profit / revenue for current period % M Monthly Operating profit vs. budgeted F1.2
Monthly total SGA cost vs. budget as % of Current month SG&A cost by function Historical SG&A cost by
8 SG&A % SG&A expenses / revenue for current period M revenue vs budget function vs budget F1.2, I1.1
(Total revenue – project expenses – SL
expenses – GSD level expenses) for current
9 GSD GM% period / Revenue for current period M Monthly actual vs. budgeted GSD GM% F1.2, I2.3
Total hours billed / Total available hours for
current period
Total available hours are assumed as 2080 hrs /
10 GSD Utilization% resource / year M Month on month utilization at GSD level vs. target F1.2, I2.3, I2.6
Billable headcount / Total headcount for current
11 % billable ratio period M Trend of month on month billable ratio I1.1
(cost of total billable resources/cost of all
12 Billable ratio % (cost) resources) for the measurement period % M Monthly trend
Average client satisfaction score from the half
13 Client satisfaction score yearly satisfaction surveys HY Client satisfaction score for each client C2.1
(No. of active clients from the previous
measurement period who are still with us in the
current measurement period) / (Total no. of
active clients we had in the previous
14 Client retention % measurement period) % M Month on month trend of client retention % C2.1
Month on month trend of no. of customer
15 Customer complaints No. of customer complaints of severity 1&2 M complaints
16 Average billing rate realized =total revenue/total billable hours for the period M Monthly trend of average billing rate realized
% projects that meet quality goals by the 5 quality
metrics (Sch. Var, effort var, productivity, DD,
% projects meeting the (No. of projects meeting the quality goals / Total DRE), % projects that do not have quality metrics
17 quality goals no. of projects)% M tracked, % projects that do not meet quality goals C4.1, C1.1
No. of Projects fulfilling L5 requirements / Total A matrix showing R/Y/G status for each CMM
18 % projects at CMM L5 no. of projects M level by SL I3.3, C3.1, C4.1
19 Organization retention % Associate retention for Viker M Monthly retention % against target C6.1
% of globally deployable Quarter on quarter % of globally deployable
20 leaders Need to define Q leaders against target O1.1
Average learning hours per Average hours expended YTD in learning per Average hours expended YTD in learning per
21 associate associate M associate O4.1
Distribution of projects in Trend of month on month distribution of project
22 R/Y/G % of projects in R/Y/G status M status as R/Y/G C2.1
Additional Detail Needed. System Answers to questions
OK
OK
Revenue budgeted from the GL or PA Do the project budgets contain any data? Finance needs to validate and comment. There is an initiative underway to rectify project budgeting
How do we define L5 requirments. Manual data. Process group. These are very clearly defined in the CMM framework and in KGM. The QLs will provide the raw data based on the constant project compliance reviews perfo
OK
No sure what this means? Manual data. Added to the open items' list. Need to get definition from GAP
PRM role or designation within GAP? Designation within GAP. We need to check if PRM role can be used and if the role definition in PRM is consistent across SL and other functions
No sure what this means? Manual data. From GSD internally. On a weekly basis, each project provides its status to GSD leadership as a Red / Yellow / Green indicating the health of the project. This metric is trying
We are trying to reach the 20% revenue growth target. Source of data is Finance
F1.1, F2.2 ok
From CEO
From CEO
Not sure what this is? On X-axis we will have the clients and on Y-axis we will have two bars for each client - overall client satisfaction score for this period and similar for p
ok
F2.3 Not sure what this is? Revenue forecast as done in the 12 month rolling forecasty. This exercise is coordinated by the Finance group. They have this data
Historical accounts
receivable in DSO
against upper limit for
each IL F2.4 Need to define the DSO
Yes
- based on finance defination?
ashboards to be presented to the client. We will have to decide where to store these. Appears as data item 7 in the Metrics data requirements Excel docu ment, first sheet, row 11
Monthly billable population as % of total GSD Current month billable population as % Historical billable population as %
population of total AC population for each AC of total AC population for each AC
(cost of total billable resources/cost of all
% billable ratio by GSD resources) for the measurement Current month billable population as % Historical billable population as %
4 cost for GSD period % M of total SL population for each SL of total SL population for each SL
Monthly billable population as % of total GSD Current month billable population as % Historical billable population as %
population of total AC population for each AC of total AC population for each AC
(total GSD resources allocated to
projects / Total of all GSD resources) for Historical allocation ratio for each
5 Allocation ratio the measurement period % M Monthly allocation ratio for GSD Current month allocation ratio by SL SL
Total hours billed / Total available hours
for current period
Total available hours are assumed as Current month utilization for each SL Historical utilization for each SL
6 GSD Utilization 2080 hrs / resource / year M against target vs. expected utilization against target
Monthly utilization for GSD vs. target vs expected Current month utilization for each AC Historical utilization for each AC
utilization against target vs expected utilization against target
*General note - SL
would also mean
GSD IL
Level 3 - Drill down
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
Detail by Projects
F1.2, I1.1 ok
ok
F1.2, I1.1 ok
F1.2 Where does the
What
costare
come
the from?
regions?
Manual inout for cost. From GAP. Also added to open items' list
ok
ok
F1.2 ok
C6.1 ok
O1.1 Not sure what this is? Manual inout for cost. From GAP
I1.2, O3.1 Not sure what this is? Manual inout for cost. From GAP
F1.2, I1.1 ok
13 Leverage ratio leverage ratio M Monthly leverage ratio (HH and MSDW)
Planned vs actual Monthly planned vs actual amount billed
14 billed amount Amount billed to the client M to the client (HH and MSDW)
Average billing rate Monthly average billing rate realized (HH
15 realized - blended =Total revenue/Total billable hours M and MSDW)
Average billing rate =Total onsite revenue/Total onsite billable Monthly average onsite billing rate
16 realized - onsite hours M realized (HH and MSDW)
Average billing rate =Total offshore revenue/Total offshore Monthly average offshore billing rate
17 realized - offshore billable hours M realized (HH and MSDW)
% projects that meet quality goals by the 5
quality metrics (Sch. Var, effort var,
productivity, DD, DRE), % projects that do
% projects meeting (No. of projects meeting the quality goals / not have quality metrics tracked, %
18 the quality goals Total no. of projects)% M projects that do not meet quality goals
% projects at CMM No. of Projects fulfilling L5 requirements / A matrix showing R/Y/G status for each
19 L5 Total no. of projects M CMM level by SL
20 Headcount M Monthly headcount no. (HH and MSDW)
Monthly no. of resources on the bench
21 Bench resources No. of resources on the bench M (HH and MSDW)
Retention rate in core Monthly retention rate in core Acs (HH and
22 accounts Associate retention rate for core accounts M MSDW)
Backlog by BU?
Pipeline by BU?
Revenue forecast by BU
Current month GM by BU -
forecast vs actual Historical BU GM
Current month GM by SL -
forecast vs actual Historical SL GM GM by projects
Utilization by
Utilization by BU projects
Leverage ration by
Leverage ratio by BU projects
Project-wise detail
Monthly average billing rate
realized by BU (HH and MSDW)
rate realized by BU (HH and
MSDW)
Monthly average offshore billing
rate realized by BU (HH and
MSDW)
Sr.
No. Metric Definition Freq Analysis
F1.2, I1.1 ok
ok
ok
ok
DSO by IL
Ageing details by IL