Dashboards User Guide

Dashboards are a self-service Planful product. It provides modern, interactive, flexible, and easy-to-use visualization capabilities.

Why use Dashboards?

With Dashboards, you can create interactive dashboards based on your financial, workforce, and scorecard data. Data security is ensured across all devices (phones, iPads, and so on) and platforms. Dashboards are available with responsive design meaning that the user interface displays appropriately no matter the type of device used and screen resolution applied.

When to use Dashboards?

Dashboards product is used to extrapolate your data in Planful for meaningful interpretation. Once your data is loaded to Planful, and the appropriate data security is applied, users can build dashboards using charts, tables, and filters to interpret data for forecasting and budgeting purposes.

Your Admin will provide you with access to Dashboards. To access Dashboards, click the Dashboard icon as shown below.

Create Dashboards when you need to extrapolate and measure data, such as:

• Revenue by Product and Region

• Gross Profit by Region

• Sales by Product Type and Category

• Operating expense by Department

• Total Sales by Product/Type

• Revenue by quarter (Forecast Vs. Actual)

• Expense Trend (Budget Vs. Actual)

• Revenue & Units by Month

• Gross Margin (Budget Vs Actual)

• Month-over-month headcount

• Departmental expenses trend

• Profit/Loss Trend

How to access Dashboards?

Dashboards consist of three interfaces; Organizer, Designer, and Read.

• Organizer - a centralized repository of dashboards with thumbnails, user favorites, and search functionality. Thumbnails can be customized for each dashboard to represent the data they store.

• Designer - create dashboard elements and design layouts using drag and drop functionality. You can add charts, text, tables and filters as elements into the dashboard. Dashboard designer enforces secured access to hierarchies and data.

• Read - enables slicing and dicing of data and provides insights into the data. You can drill down to the lowest levels of the hierarchy and change filters that immediately reflect across all dashboard elements.

  In read mode, you can interact with charts and tables. You cannot make any modifications to the dashboard design and layout. Tooltips are displayed when you hover over a particular entity within a chart. Tooltips display labels of the selections and their formatted values.

How to set Dashboards as your Homepage?

To set Dashboards as your Planful homepage, complete the following steps:

1. Select Maintenance > Overview.

2. Click My Settings.

3. Under User Settings, select Dashboards for Home Page as shown below.