Dashboards in Budget Manager Experience

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.