Financial analyst costing dashboard

The Financial Analyst Costing dashboard is an interface for the financial analyst to visualize the status of cost metrics, their performance, and trends on a single page. Complete the cost transparency activity and generate the allocation lines to see the current data in the dashboard.

You can also navigate to Cost Transparency > Dashboard.

Select a specific Business Unit in the choice field at the top left to limit the data returned by the dashboard to that Business Unit only.

The Financial Analyst – Costing dashboard consists of two tabs:

Expenses tab

The tab displays the spline chart trends of the total expenses.

  • Total Expenses: Displays the total expenses for the last closed fiscal period. Also shows the total expenses for the previous fiscal period.
  • Total Expenses YTD: Shows the total expenses year to date.
  • Top Spenders: Lists the total expenses for the last and the previous fiscal periods for each business unit.
  • Unit Cost Per User: Shows the unit cost detail per user belonging to a business unit for the selected fiscal period.
  • Average Unit cost: Shows the trend of the average unit cost per user.
  • Business Unit – Business Service: Lists the quarterly expenses for the completed fiscal periods with the break up details of the business services offered by the respective business units.

The tab displays latest expense data for the fiscal period retrieved from the ITFM_allocation_breakdown table. To display data older than 180 days, you require PA premium plugin. To display a detailed scorecard, click the widget. You can configure to display the data by business units.

Variance tab

The tab provides a comparative view of total expenses and the budgeted expenses. Complete the cost transparency activity on the Default Budget Cost model to get the latest report.

  • Total Expenses: Shows the total expenses for the last fiscal period, displaying the total expense for the previous fiscal period as well.
  • Budget Variance: Displays the difference between budget and actuals for the last fiscal period.
  • Annual Planned Budget: The expenses planned for the entire fiscal year.
  • Expenses vs. Budget: Shows total expenses and budgets for the completed fiscal periods highlighting the difference between budget and actual trends.
  • Variance: Lists the variance by business units for the allocated fiscal periods.