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