Based on your authorisation and selection, the Dashboard will show you at a glance whether your financial situation is good or bad. This information is only an indication. Zooming in on certain fields will give you a more detailed analysis. To zoom in on a field, click on a coloured field or a column in a graphic.
Karin explains how this is done in the tutorial below. A written explanation with images is also provided below the tutorial.
Dashboard
The displayed result, the income and other expenses are generated from the monthly financial report (actuals -/- budget).
The staff costs, FTE total and FTE TS are generated from the monthly staff report.
Based on how the functional manager defined the deviations, the fields will display red, orange or green. See the explanation at the end of this article on how you can change these settings.
You can view the budget or forecast data by period in a specific year.
Explanatory notes:
You can enter explanatory notes for the displayed data in the Explanatory notes field.
$note$
When a new month of actuals is released, the explanatory notes from the previous month are automatically copied to this newly released month.
$/note$
Settings
Click on Settings to open the below view. You can define the view’s margins yourself.
The deviation of the Result is determined by default based on consolidation 3.1 Government contributions. To use a different consolidation, click on Filter and select the corresponding consolidation.