Monitor key performance indicators on the Dashboard
The Dashboard provides an at-a-glance, yet comprehensive view of key plan performance indicators. Specifically, the Dashboard shows actuals performance against budget, and current forecast against the budget for the year and year to date. This consolidated view summarizes the key elements and current planning state.
The Dashboard's content is populated by a selected plan. Comparisons, when available, are against the Compare To: selected plan.
Open the Dashboard
- In the plan menus at the top right, select a plan, a Cost Object category, and a cost object or cost object group.
- Navigate to Planning > Dashboard.
Dashboard elements
Key Performance Indicators (KPIs) - The following three KPIs appear at the top of the Dashboard. Only direct transaction type values are included. Variance is calculated against a Target, if set. See Set financial targets. The KPIs include the following:
- OpEx Total for the year of the plan
- CapEx Total for the year of the plan
- Average Headcount for the year of the plan
IT Spend Trend- Graphs the selected plan and available actuals for the current year against the selected Compare To plan. Use the quick filter to toggle between All, OpEx, and CapEx values.
TIP: Click on a bar to see line-item details. The KPIs can be shown by months, quarters, and years, and downloaded.
IT Spend Variance - Charts the variance drivers discovered by Cost Center Owners and identified as part of variance analysis. Summary by variance driver is cascaded from the original budget to the actuals. You can drill down using the tree control, similar to other planning charts. Use the Download button to export a .csv file of all variance driver information captured, including free-form text entries.
Annual Labor Plan - Graphs the labor headcount identified in the selected plan against a trendline of the Compare To: plan. You can group or pivot the data by multiple dimensions, such as Cost Center > Code, or Department > Code.
Uncommitted Spend - Charts potential cost savings in future periods by spend category in donut charts. The calculation is based on the default Commit After input date:
- For a forecast plan, the input date is the first day of the forecast start month if that day is in the first year of the plan. Otherwise, it is treated like a budget plan.
- For a budget plan, today's date if it is in the first year of the plan. Otherwise, the first day of the first year of the plan.
Calculations for each donut chart value are as follows: the Start Date values for each item in the following list are found on the corresponding tab of the Expenses page.
For example, Labor Item Start Date is found on the Expenses view, Labor tab. If the Streamlined Labor Planning Experience is enabled in the Company Profile, the values can be found on the Expenses page, Activities tab. See Edit the Company Profile.
- Uncommitted Labor Spend - Sum of financial line items where the Labor Line Item Start Date is greater than or equal to the input date.
- Uncommitted Contracts Spend - Sum of financial line items where the Contract Line Item Start Date is greater than or equal to the input date. Note that sophisticated handling of contract extensions is currently excluded and contracts that are extended past their listed end date are considered committed.
- Uncommitted Assets Spend - Sum of financial line items where the Asset Line Item Purchase Date is greater than or equal to the input date.
Click a donut slice value to display a detailed line-item table associated with that value. These details allow you to identify specific opportunities for cost savings from within your plan.
Annual Vendor Spend - Charts planned vendor spend (where the vendor value is not null), comparing the selected plan against the Compare to: plan. Selected Group By is cascaded in the Waterfall chart from compare to selected.
