Financial Review by Owner - CapEx

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Description

This report provides an executive view of the overall CapEx budget variance and the CapEx spend of your organization by Owners. The report breaks down the IT cost per Owner. When drilled down, you can view the report filtered by Account Groups, so you can determine which Account Group is responsible for the largest IT spend. Various charts in the report also help you determine whether the variances are real or caused by miscategorization of data.

Use cases

This report solves the following use cases:

  • Understand IT spend for performing periodic financial review.
  • Identify data that can help you adjust your plans to accommodate for any variance.

Personas

This report is designed for the following personas:

  • TBM Practice
  • Application/Platform Owner
  • IT Finance

Visualizations

The Financial Review by Owner – CapEx report includes the following visualizations.

Visualization Description
KPIs

The report includes three KPI visualizations, which provide a high-level view of your CapEx Spend vs CapEx Budget spend. They show the value and percentage of variance for the following periods:

  • This Year to Date: Shows your CapEx spend compared to this year's budget to date.
  • This Quarter to Date: Shows your CapEx spend compared to this quarter's budget to date.
  • Last Month: Shows your CapEx spend compared to the budget for last month.
Top 5 Over Budget Owners

This visualization helps you determine the top 5 over budget CapEx filtered by Owner.

You can drill down to view the budget variance details by Account Group for an Owner. The drill table includes the following columns:

  • Account Group
  • CapEx
  • CapEx Budget
  • CapEx Variance
Top 5 Under Budget Owners

This visualization helps you determine the top 5 under budget CapEx filtered by Owner.

You can drill down to view the budget variance details by Account Group for an Owner. The drill table includes the following columns:

  • Account Group
  • CapEx
  • CapEx Budget
  • CapEx Variance
CapEx Budget Variance Details by Owner

You can use this table to view the CapEx budget and CapEx budget variance for various Owners. The table includes the following metrics:

  • CapEx
  • CapEx Budget
  • CapEx Budget Variance (Amount)
  • CapEx Budget Variance (%)
CapEx Spend (This Year)

The bar chart shows overall CapEx spend by Owners for this year.

You can drill down to look at specific Account Groups.
CapEx Spend Monthly Trend by Account Group The line chart shows monthly CapEx spend by Owners for the last 12 months. For example, if the current month is March, the report shows the CapEx spend from April of last year to March of this year..

Sample report