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Dashboards in Budget Manager Experience
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What are Dashboards
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 (phone, Ipad, and so on) and platforms. Dashboards is 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 Dashboards pane from the home page.
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
For more information on using the dashboards, refer to the How to Use Dashboards topic.