QuoteX SFDC Native Dashboard

QuoteX SFDC Native Dashboard

The QuoteX Native Dashboard Add-On installs a collection of pre-built reports and dashboard components designed to provide visibility into forecasted revenue, resource demand, staffing requirements, discounts, travel costs, and project delivery metrics.

Before you begin, ensure the following add-ons are installed:

Required Pre-requisite Add-Ons:

1. Percent of Total (POT) Billing
2. Quote-to-Order Lite Workflow
   

Note: All screenshots shown in this guide contain sample data for demonstration purposes only. Actual results will vary based on your organization's QuoteX data.

Forecast Revenue per Subscription Product

Purpose

Displays forecasted revenue by subscription product over time.

What It Shows

The chart breaks down projected service revenue across subscription offerings and displays how each product contributes to overall forecasted revenue.

Business Value

This report helps sales leaders and product managers understand:

1. Which subscription products generate the most revenue
2. Revenue concentration across product offerings
3. Product growth trends throughout the forecast period
4. Product adoption patterns

Questions Answered

1. Which subscription products are expected to generate the most revenue?
2. How balanced is our revenue across products?
3. Are certain products underperforming?
4. What products should receive additional sales focus?

Forecast Revenue per Calendar Month

Purpose

Provides a monthly forecast of projected service revenue.

What It Shows

Displays expected revenue distributed across future calendar months based on active QuoteX timelines and resource plans.

Business Value

Enables management to:

1. Monitor future revenue streams
2. Identify seasonal fluctuations
3. Assess revenue stability
4. Support financial forecasting activities

Questions Answered

1. How much revenue is expected each month?
2. Are there future revenue gaps?
3. Is revenue growing, declining, or stable?

Forecast Hours per Calendar Month

Purpose

Displays the forecasted delivery effort distributed across calendar months.

What It Shows

Shows projected delivery hours for each month included in active timelines.

Business Value

Provides insight into:

1. Delivery workload distribution
2. Resource utilization planning
3. Capacity forecasting
4. Staffing requirements

Questions Answered

1. How many delivery hours are expected each month?
2. Are there upcoming workload spikes?
3. Do we have enough resources to support future demand?

Resource Demand

Purpose

Provides visibility into forecasted demand by role.

What It Shows

Displays projected hours by resource role across the forecast period.

Business Value

Helps resource managers:

1. Forecast staffing requirements
2. Identify high-demand roles
3. Plan hiring activities
4. Manage resource allocation

Questions Answered

1. Which roles are most in demand?
2. Where might staffing shortages occur?
3. Which teams require additional capacity?

Revenue for Services per Week

Purpose

Shows projected services revenue on a weekly basis.

What It Shows

Displays resource revenue burn alongside forecasted travel and expense amounts.

Business Value

Provides a more granular revenue view than monthly forecasting.

Useful for:

1. Delivery forecasting
2. Revenue tracking
3. Weekly operational planning
4. Revenue trend analysis

Questions Answered

1. What revenue is expected each week?
2. How much of revenue is derived from services?
3. What travel expenses are associated with delivery activities?

Forecast Travel & Expense per Calendar Month

Purpose

Tracks projected travel and expense costs over time.

What It Shows

Displays estimated travel and expense spending by month.

Business Value

Allows organizations to:

1. Forecast project-related expenses
2. Improve budgeting accuracy
3. Identify periods of increased travel spending

Questions Answered

1. How much travel expense is forecasted?
2. Which months contain higher expense activity?
3. Are travel costs aligned with project schedules?

Role Demand Trend (FY)

Purpose

Shows how demand for resource roles changes throughout the fiscal year.

What It Shows

A trend analysis of forecasted hours by role across fiscal periods.

Business Value

Supports strategic workforce planning by identifying:

1. Growing demand areas
2. Declining demand areas
3. Emerging staffing bottlenecks

Questions Answered

1. Which roles are increasing in demand?
2. Which roles are becoming less utilized?
3. What hiring trends should be anticipated?

Billable and Non-Billable Hours

Purpose

Provides visibility into billable versus non-billable work.

What It Shows

Displays total hours categorized as billable and non-billable.

Business Value

Helps organizations evaluate:

1. Revenue-generating effort
2. Internal investment activities
3. Operational efficiency

Questions Answered

1. What percentage of work is billable?
2. How much effort is spent on internal activities?
3. Are utilization targets being met?

Roles with Most Discounts or Premium

Purpose

Identifies roles that contribute the highest discounts or premiums within quotes.

What It Shows

Aggregates discount and premium amounts by resource role.

Business Value

Allows sales and finance teams to understand:

1. Pricing behavior across roles
2. Margin impact by role
3. Discounting trends

Questions Answered

1. Which roles receive the largest discounts?
2. Which roles generate pricing premiums?
3. Where are margin risks occurring?

Other Costs Cost and Revenue Report

Purpose

Compares forecasted other costs against associated revenue.

What It Shows

Displays cost and revenue values related to miscellaneous project expenses.

Business Value

Supports profitability analysis by evaluating:

1. Cost recovery
2. Margin contribution
3. Additional expense tracking

Questions Answered

1. Are additional costs being recovered?
2. Which periods contain the highest other costs?
3. How do other costs impact project profitability?

Recommended Audience

This dashboard provides a consolidated operational and financial view of forecasted delivery activity generated through QuoteX estimates, timelines, resource plans, and pricing information.