The Finance reports and dashboards provide a Finance view of IT Spend by Cost Centre Owners, Cost Pools, and Labour. It also allows you to see how you are tracking against your budget or prior year through RAG status reports for your Cost Pools and a Finance Overview dashboard.
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Finance Overview The Finance Overview Dashboard provides a breakdown of all spend for Cost Pools, Cost Centers and Trends. This allows you to see your total IT spend from a Finance perspective. Near real-time visibility for tracking spend to quickly identify areas to improve and proactively set appropriate actions
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Account Overview The Account Overview page provides a list of all your accounts. This allows you to see an overview of their current spend, budget and variance before selecting one to see a more granular breakdown.
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Cost Center Overview The Cost Center Overview page provides a list of all your Cost Centers. This allows you to see an overview of their current spend, budget and variance before selecting one to see a more granular breakdown.
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Labor Overview The Labor Overview dashboard provides a consolidated view of IT labor spend, covering internal labor, external labor, and consulting costs. It helps you understand how labor spend evolves over time, where it is sourced from, and which vendors are driving costs.
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Cost Pool Budget RAG Status The Cost Pool Budget RAG Status report provides a visual breakdown of RAG (Red, Amber, Green) statuses by Sub Cost Pool. This dashboard gives users a quick health check of Cost Pool performance by comparing Spend YTD against Budget YTD and highlighting areas that may require financial attention or review.
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Cost Pool Prior Year RAG Status The Cost Pool Prior Year RAG Status report provides a visual breakdown of RAG (Red, Amber, Green) statuses by Sub Cost Pool based on Actual Spend YTD vs Prior Year YTD comparisons. This dashboard gives you a quick health check of Cost Pool performance by highlighting how current spending compares against the previous year’s spend patterns.
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Cost Center Owners Report The Cost Center Owners Report provides a consolidated financial view of IT spend by Cost Center Owner and compares Actual Spend, Budget, and Forecast performance across the reporting period.
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Annual Spend The Annual Spend report provides a detailed yearly view of IT spend with a monthly breakdown across accounts, vendors, cost centers, and expense types. This report helps you analyze spending patterns throughout the year and provides a strong foundation for budgeting, forecasting, and financial planning activities.
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P&L Report The P&L Report provides a structured, account-based view of your financial performance. It enables analysis of Actuals, Forecast, Budget, and Prior Year comparisons across Month-to-Date (MTD) and Year-to-Date (YTD) periods.