General Ledger Budgets

In this Lunch & Learn session, Lynne Kloes, demonstrates how to leverage Key Metrics Dashboards within Unanet AE to gain greater visibility into financial, operational, and project performance. The presentation explores dashboard configuration, KPI tracking, and reporting tools designed to help leaders monitor business health and make informed decisions.

Topics include cash flow metrics such as Current Ratio, Accounts Payable Ratio, Accounts Receivable Ratio, and Days Sales Outstanding (DSO); profitability metrics including Gross Profit Margin, Net Profit Margin, Net Labor Multiplier, Operating Profit on Net Earnings, and Overhead Rate; and project performance metrics such as Backlog, Effective Multiplier, Utilization Rate, and Work in Progress (WIP).

Attendees will learn how to use Unanet CXO Scoreboards, Project Manager dashboards, Project Central, and reporting tools to monitor trends, identify opportunities, improve forecasting, and drive stronger business performance.

This session is ideal for executives, CFOs, controllers, project managers, operations leaders, and Unanet AE administrators seeking greater insight into firm performance through meaningful KPIs and dashboards.