Depending on your authorisation and selection, the dashboard shows at a glance whether your financial position is good or bad. This is only an indication. By zooming in on certain fields, you can perform a more detailed analysis. To do this, click on a coloured field or on a column in a graph.
Dashboard
The displayed result, the income and other expenditure, are generated from the monthly financial report (actuals -/- budget).
The staff expenditure, FTE total and FTE T are generated from the monthly staff report.
Depending on the deviations set by the administrator the fields will be displayed in red, orange or green. See the bottom of this article for information on how to adjust these settings.
You can view the budget or forecast data by period in a specific year.
Explanatory notes:
You can write an explanation of the data displayed in the Explanation 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 view below. You can define the views margins yourself.
The deviation of the Result is determined by default based on ledger group A0 - GAG funding. To use a different ledger group, click on the filter button and select the corresponding ledger group.