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Financial Planning dashboards

Financial Planning dashboards

The financial planning – analyst dashboard is an interface for the IT financial analyst to view the status of budgeted amount, last forecast amount, and the actuals generated on a single page. The financial planning – planner dashboard also displays similar information but customized for the planner.

Activate the dashboards using the Performance Analytics – Content Pack – Financial Management for Financial Planning [com.snc.pa.financial_planning] plugin.

Financial Planning Analyst dashboard

Complete the financial planning process from generating tasks to approving the plans to see the current data in the dashboard.

Navigate to Financial Planning > Dashboard and select Financial Planning – Analyst from the choice list.

Figure 1. Financial Planning analyst dashboard
Financial Planning analyst dashboard
Figure 2. Financial Planning analyst dashboard showing actuals monthly breakdown
Financial Planning analyst dashboard showing actuals monthly breakdown

The widgets give the following details for the selected plan definition:

Budgeted
The total budgeted amount for the fiscal period. The data is retrieved from itfm_plan_year_details table.
Last Forecast
The last forecast amount for the fiscal period. The data is retrieved from the itfm_plan_year_details table.
Actuals
The actual expenses incurred in the fiscal period. The data is retrieved from the itfm_pi_breakdown table.
Target
Target amount set for budgeting for the fiscal period. The data is retrieved from itfm_plan_year_details table.
Budgeted Vs Actuals Variance
Difference between the budgeted amount and the actual expenses.
Budgeted Vs Forecasted Variance
Difference between the budgeted amount and the forecasted amount.
Approved Vs Pending
Total amount approved for all plans within the selected budget definition and the pending unapproved amount for the fiscal period.
% of Tasks Approved
Percentage of the budget tasks that have been approved for the fiscal period.
Budgeted Breakdown
Budget breakdown amount based on the budget key of the selected plan definition.
Actuals Breakdown
Actual expenses for each budget key.
Capex Vs Opex
Trend showing capital expenses and operating expenses.
Actuals Monthly Breakdown
The actual monthly expenses.

Financial Planning – Planner dashboard

Navigate to Financial Planning > Dashboard and select Financial Planning – Planner from the choice list.

Figure 3. Financial Planning Planner dashboard
Financial Planning Planner dashboard
Figure 4. Financial Planning Planner dashboard showing the actuals monthly breakdown
Financial Planning Planner dashboard showing the actuals monthly breakdown

The planner dashboard also displays similar widget details. However, with the difference that the planner can view the details of the plans that the planner is assigned to. Whereas the plan analyst can view the details of the plan definition.

In addition, Actuals Breakdown, Budgeted Breakdown, and % of Tasks Approved are not available to the planner.