Method for visual presentation of key performance indicators of a business utilizing a squarified tree map

• US 8,015,056 B1
• Filed: 06/20/2006
• Issued: 09/06/2011
• Est. Priority Date: 06/20/2006
• Status: Expired due to Fees

• Current Assignee: Alan Day, William H. Fenstermaker
• Original Assignee: Alan Day, William H. Fenstermaker
• Inventors: Day, Alan, Fenstermaker, William H.
• Primary Examiner(s): Jarrett; Scott L
• Application Number:
  US11/471,436
• Time in Patent Office: 1,904 Days
• Field of Search: 705/7.39
• US Class Current: 705/7.39
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

Data representing key performance indicators of a business enterprise are displayed by computer as a squarified tree map having major nodes each of which represents a profit center of the enterprise and minor nodes each of which represents a project associated with a particular profit center. Size, color and position of each of the minor nodes within a major node and size and position of each the major nodes within the squarified tree map is specified so as to produce a visual display which is highly appealing to the visually perceptive/intuitive processes of the human mind therefore enables rapid managerial response to visually perceived, intuitively sensed deviations from selected performance criteria.

Claims

1. A method, using a computer means, for displaying key performance indicators relating to the current performance of a business enterprise having a plurality of profit centers, each of which profit centers has a plurality of projects, by visual means comprising the steps of:

a. determining the key performance indicators which are representative of the current status of said business enterprise;

b. using a computer means to extract data which is representative of said key performance indicators from an accounting database containing said data;

c. using a computer means to organize said extracted data into a plurality of discrete analytical units, each of which said discrete analytical units is representative of a project associated with a profit center of said business enterprise;

d. for each of said discrete analytical units using a computer means to assign a first value which is representative of the magnitude of the potential financial impact of that discrete analytical unit upon the financial well-being of the business enterprise;

e. for each of said discrete analytical units using a computer means to assign a second value which is representative of a deviation of the performance of that discrete analytical unit from a selected performance for that discrete analytical unit;

f. for each of said discrete analytical units using a computer means to generate a minor node of a squarified tree map which has an area that is proportional to said first value assigned to said discrete analytical unit;

g. for each of said profit centers using a computer means to generate a major node of a squarified tree map which has an area comprising the sum of the areas of minor nodes of the discrete analytical units associated with that profit center;

h. using a computer means to generate a squarified tree map having an area which comprising the sum of areas of said major nodes;

i. for each of said minor nodes using a computer means to assign a color which correlates to the second value assigned to the discrete analytical unit associated with that minor node;

j. using a computer means to generate a visual display of said squarified tree map, said major nodes and said minor nodes, wherein each of said major nodes is positioned within the visual display of said squarified tree map by descending order of size from the upper-left corner to the lower-right corner of the visual display of said squarified tree map and each of said minor nodes is also positioned within the visual display of the major node with which it is associated by descending order of size from the upper-left corner to the lower-right corner of the visual display of said major node.

2. The method of claim 1 wherein each of the major nodes of said squarified tree map is associated with a respective profit center of said business enterprise.

3. The method of claim 2 wherein each of said minor nodes is associated with a respective project of a profit center of said business enterprise.

4. The method of claim 3 wherein the area assigned each of said minor nodes represents the potential profit associated with a project of a profit center of said business enterprise.

5. The method of claim 1 wherein each of the major node of said squarified tree map is associated with a respective client of said business.

6. The method of claim 5 wherein each of said minor nodes is associated with a respective invoice of a respective client of said business.

7. The method of claim 6 wherein the color assigned each of said minor nodes represents the age of the invoice associated with each of said minor nodes.

8. The method of claim 1 wherein each of the major node of said squarified tree map is associated with a manager of a segment of said business.

9. The method of claim 8 wherein each of said minor nodes is associated with a respective invoice of a respective manager of said business.

10. The method of claim 9 wherein the color assigned each of said minor nodes represents the age of the invoice associated with each of said minor nodes.

11. The method of claim 3 wherein the color assigned each of said minor nodes represents a deviation of the performance of the discrete analytical unit associated with that minor node from a selected performance for that discrete analytical unit.