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Mitratech Success Center

Diversity, Equity, & Inclusion Starter Dashboard

Feature

TeamConnect Business Intelligence provides a number of starter dashboards. These dashboards can be configured to meet your specific needs, as they may not work with your system without customization and you may need to remap certain fields depending on your data model.

The minimum version that supports this starter dashboard is CSM 6.3.5.

Introduction

The Diversity, Equity, & Inclusion dashboard provides the information about the spend percentage by representing the spend vs DEI data through graphs, charts, and other visuals that can be read at a glance. 

It helps users run spend reports on quarterly or yearly spend by Race, Gender and other DEI information.  

Dashboard.PNG

The Diversity, Equity, & Inclusion dashboard provides XXX users  with a quick overview of annual and quarterly spend by gender and race with the help of following widgets:

Spend % by Gender displays the net spend (timekeeper fees) by gender for all posted standard and credit note invoices.

spend by gender.PNG

Utilization % by Gender displays the timekeeper hours by gender for all posted standard and credit note invoices.

utilization by gender.PNG

 

Quarterly Spend by Classification & Gender displays the quarterly spend by timekeeper classification broken down by gender displayed quarter over quarter, based on posted standard and credit note invoices. Filtered to this and the last 3 quarters.

quaterly spend by gender.PNG

Quarterly Spend by Gender - Area displays the quarterly spend by gender shown over time in an area chart - includes timekeeper fees for posted standard and credit note invoices.

quaterly spend -area.PNG

Quarterly Spend by Race displays the breakdown of net spend (timekeeper fees) by race for all posted standard and credit note invoices over time by quarters. Filtered to this and the last 3 quarters.

quaterly spend by race.PNG

Annual Spend by Dispute Type & Race (Top 5 Types) displays the top 5 highest spend dispute types showing breakdown by race - includes timekeeper fees for posted standard and credit note invoices.

annual spend by dispute.PNG
 

Widget Name Description Type Parameters (Enterprise) Obeys
Dashboard
filters
Design
Spend % by Gender Simple pie chart view showing breakdown of net spend (timekeeper fees) by gender for all posted standard and credit note invoices. Pie

Categories: Invoice line item timekeeper details.gender

Values: Invoice line item.total invoice line item net total

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes

Type: classic

Labels: categories, values, percent

Utilization % by Gender Simple pie chart view showing breakdown of timekeeper hours by gender for all posted standard and credit note invoices. Pie

Categories: Invoice line item timekeeper details.gender

Values: Invoice line item.total invoice line item adjusted quantity

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes

Type: classic

Labels: categories, values, percent

Quarterly Spend by Classification & Gender Quarterly spend by timekeeper classification broken down by gender displayed quarter over quarter, based on posted standard and credit note invoices. Filtered to this and the last 3 quarters. Column - Stacked 100

Categories: Invoice line item.quarters in invoice line item service date

Invoice Line Item Timekeeper Details.Category

Values: Invoice line item.total invoice line item net total

Break by: Invoice line item timekeeper details.gender

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes X-axis & Y-axis: grid lines, labels
Quarterly Spend by Gender - Area Quarterly spend by gender shown over time in an area chart - includes timekeeper fees for posted standard and credit note invoices. Area

X-Axis: Invoice line item.quarters in invoice line item service date; filter by this and the last 3 quarters

Values: Invoice line item.total invoice line item net total

Break by: Invoice line item timekeeper details.gender

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes X-axis & Y-axis
Quarterly Spend by Race Line chart showing breakdown of net spend (timekeeper fees) by race for all posted standard and credit note invoices over time by quarters. Filtered to this and the last 3 quarters. Line

X-Axis: Invoice line item.quarters in invoice line item service date; filter by this and last 3 quarters

Values: Invoice line item.total invoice line item net total

Break by: Invoice line item timekeeper details.race

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes

Line: straight

Line width: bold

Legend: bottom

X-axis & Y-axis: grid lines, labels

Annual Spend by Dispute Type & Race (Top 5 Types) Top 5 highest spend dispute types showing breakdown by race - includes timekeeper fees for posted standard and credit note invoices Column - Stacked 100

Categories: Invoice line item.yearsin invoice line item service date

Dispute.Dispute Category

Values: Invoice line item.total invoice line item net total

Break by: Invoice line item timekeeper details.race

Filters: Invoice Line Item Task or Expense = Fee (using text filter)

Invoice Type = standard or credit note (using text filters)

Invoice Posting Status = Posted (using text filter)

Yes X-axis & Y-axis: grid lines, labels

Summary

As a quick summary, this dashboard addresses some of the following activities:

  • What is our overall spend by Gender, Race?

  • What is quarterly and annual spend by dispute type & race?

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