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