Here's some helpful information on the meaning of dashboard metrics
Projects Scoped This Month
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Responsive to all filtering
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Resets on the first of the month
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Includes statuses Building, Approval Flow, Approved, and Won
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DOES NOT include Lost because a user could start the project and mark it lost before completion
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AVG Win/Loss %
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Responsive to all filtering
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Total Projects Won/(Total Projects Won + Total Projects Lost)
AVG Margin Per Project
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Responsive to all filtering
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Average values of Total Contract Margin, excluding Projects with a Lost status.
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History over one full year + the days of the same month from a year ago. Include an example (year, blocked)
AVG Revenue Per Project
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Responsive to all filtering
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Average values of Total Contract Revenue, excluding Projects with a Lost status.
Total Revenue Scoped
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Responsive to all filtering
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Total revenue on all scoped projects in the account (including Projects with a Lost status).
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No timeframe limit.
Revenue Graph
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Responsive to all filtering
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Excludes Projects with a Lost Status
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Projects graphed by the date the Project was created in ScopeStack
Current Workflow
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Lists most recent projects by Project Creation Date, grouped by status
Top Lines of Busines
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Responsive to Team and "Just mine" filtering
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Shows you which Lines of Business have the highest total number of services scoped in all projects, including Lost projects.
Top Clients
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Responsive to Team and "Just mine" filtering
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Shows the top 5 Clients by the number of projects and the number of projects for each of those clients, including Lost projects.
Aging Projects
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Responsive to Team and "Just mine" filtering
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Shows projects by the month they were created, separated out into their current status, including Lost projects.