The Annual Forecast Overview dashboard provides overview of annual forecasted data for a filtered year. It helps you understand how forecasts compare to budgets and how forecasted spend is distributed across cost centers, accounts, vendors, and months.
Who should use this dashboard?
Budget Process Owner, Cost Center Owner, or an individual who is interested in checking the forecast planning data.
What is this dashboard used for?
This dashboard shows a breakdown of forecasted spend by Top 20 Cost Centers, Top 20 Accounts, Top 20 Vendors, and Monthly Forecast Details.
What questions does this dashboard answer?
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What is the overall forecast and budget for the year?
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How does the budget and forecast trend appear graphically across the major categories?
Key benefits
This dashboard can be used to view the budget planning data for the five years. It also helps you to understand the budget breakdown and allows the drill-down capability to inspect the specific budget area.
For help on how to navigate dashboards and filter data: Navigation and filters
Charts and tables
Selecting any data point in a chart allows you to drill down into a more detailed view of the selected element.
Forecast
The Forecast chart provides a high-level comparison of the annual forecast and budget in the filtered year. Use this chart to understand whether forecasted spend is trending above or below budget.
Top 20 Cost Centers
The Top 20 Cost Centers chart shows forecast versus budget by cost center. Use the chart to identify cost centers driving the largest portion of forecasted spend. You can spot cost centers that are forecasted above or below the budget.
Click on any cost centers to drill into the Cost Center Forecast Details report.
Top 20 Accounts
The Top 20 Accounts chart highlights forecast versus budget by account. Use this view to understand which accounts contribute most to forecasted spend. You can identify accounts with significant forecast variances.
Click on any account to drill into the Account Forecast Details report.
Top 20 Vendors
The Top 20 Vendors chart displays forecast versus budget by vendor. Use this view to identify vendors with the highest forecasted spend and compare forecasted vendor spend against budget allocations.
Click on any vendor to drill into the Vendor Forecast Details report.
Monthly Forecast Details
The Monthly Forecast Details chart shows forecast versus budget by month for the selected year. Use this view to compare the monthly forecast and budget distribution.
Click on any month to drill into the Monthly Forecast Details report.
Forecast Details
The Forecast Details table provides a detailed, tabular view of all forecasts and budgets included in the dashboard.
This table shows:
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Forecast or budget name
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Type (Forecast or Budget)
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Status (In Progress, Approved)
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Key performance indicators (LPI%, CPI%)
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Total forecast or budget amount
Use this table to:
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Compare multiple forecast versions side by side
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Track approval status
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Validate forecast totals used in the charts