Budget Overview

The Budget Overview dashboard provides visualizations of budget planning data upto 5 years. The budget is shown by Cost Pools, Top 20 Cost Centers, Top 20 Vendors, and Monthly Budget Details.

Who should use this dashboard?

Budget Process Owner, Cost Center Owner, or an individual who is interested in checking the budget planning data.

What is this dashboard used for?

This dashboard shows a breakdown of budgets by Cost Pools, Top 20 Cost Centers, Top 20 Vendors, and Monthly Budget Details.

What questions does this Dashboard answer?

• What is the total IT budget for 5-years?

• How does the 5-year budget trend appear graphically across the major categories?

• How is the budget's performance compared to prior year's?

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.

Top 20 Cost Centers

The Top 20 Cost Centers chart shows the top 20 cost centers from most to least budget. The budget for each cost center is shown for five years. Each year budget is visually represented by a distinct color.

Click on any cost centers to drill into the Cost Center Budget Details dashboard.

Top 20 Accounts

The Top 20 Accounts chart shows the top 20 accounts from most to least budget. The budget for each account is shown for five years. Each year budget is visually represented by a distinct color.

Click on any cost centers to drill into the Account Budget Details dashboard.

Top 20 Vendors

The Top 20 Vendors chart shows the top 20 vendors from most to least budget. The budget for each vendor is shown for five years. Each year budget is visually represented by a distinct color.

Click on any vendors to drill into the Vendor Budget Details dashboard.

Monthly Budget Details

Monthly Budget Details Chart allows you to efficiently compare budget data for each month over a span of five years. Each month budget is visually represented by a distinct color. You can access specific budget values for individual months by hovering over any bar.

Click on any bar to drill into the Monthly Budget Details dashboard.

Budget Details

The Budget Details table provides a list of all the months and years budget data. The budget amount is shown with the CPI-LPI percentage, budget status, and budget creator’s name. You can add the additional columns by clicking on the Show/Hide columns button.

Click on any row to drill into the Monthly Budget Details dashboard.

Data sources

The table below outlines the charts available on this page and the corresponding data cubes from which each chart retrieves its data.