Introducing Contract Dashboards in Everest
We’ve added Contract Dashboards to give you a quick, consolidated view of how a contract is performing from financial performance and revenue to delivery and billable status.
The dashboard adapts based on the contract type, so you see the metrics that matter for that particular engagement.
What’s Included?
1. Performance
Get a quick view of:
- Budget vs Achieved Margin
- Accrued Net Margin where applicable
This makes it easier to understand how the contract is performing against its expected margin.
2. Revenue
Track the financial picture of the contract, including:
- Billable
- Billed
- Remaining Budget
- Inventory
- Prepaid
- Backlog
For hourly and fixed engagements, billable and billed figures also show the associated hours.
3. Active Billable Status
For applicable contract types, you can also see:
- Billables Amount
- Billables Net Cost
Giving you visibility into active billables before they move further through the billing cycle.
4. Delivery
Keep an eye on delivery through:
- Spent vs Consumed hours
- Approved vs Logged hours
This helps connect the work being delivered with the hours recorded against it.
Built Around Contract Type
Not every contract works the same way, so the dashboard isn't one-size-fits-all.
For example, Bucket contracts also show Bucket Value and Bucket Size, while Recurring contracts include Billable and Billed Period information.
Why This Matters
Previously, understanding a contract's overall health meant looking across different areas.
Now, the Contract Dashboard brings the important numbers together in one place, making it easier to answer:
How is this contract performing, financially and operationally?
One dashboard. A clearer picture of the contract.