Analyzing Trends in the OpEx to Rev Dashboard

Use the OpEx to Revenue Dashboard to analyze operating expense trends by Account for the selected Department and by Department for the selected Account. The subforms let you drill down into specific Accounts or Departments.

This section includes general instructions for using these interactive subforms in the OpEx to Rev Dashboard:

• OpEx by Account as Pct of Total Revenue – Shows the expense trend by Account for the selected Department. You can view trends as an amount or percentage of total revenue.

• OpEx by Dept as Pct of Total Revenue – Shows the expense trend by Department for the selected Account.

To analyze the operating expense trends:

1. From the Home page, click the OpEx card.

2. To open OpEx Dashboards, click the 2 tab on the left.

3. Click OpEx to Rev Dashboard.

4. In the Point of View (POV), choose a Version, Subsidiary, Currency, and Tracker member. For Tracker, select whether to view trends by amount or as a percentage of total revenue.

5. To review the operating expense trend by Account for the selected Department:

   1. From the dropdown list in the OpEx by Account as Pct of Total Revenue subform, select a Department.

   2. (Optional) Click a line in the graph or an Account name in the legend to drill down into the Account's operating expense. Drilling shows the operating expenses at the individual Account level.

6. To review the operating expense trend by Department for the selected Account:

   1. From the dropdown list in the OpEx by Dept as Pct of Total Revenue subform, select a Department.

   2. (Optional) Click a line in the graph or a Department name in the legend to drill down into the Department's operating expense. Drilling shows the operating expenses at individual Departmental level.

Related Topics

• Working With OpEx Dashboards
• Analyzing Trends in the OpEx by Dept Dashboard
• Analyzing Trends in the OpEx by Account Dashboard

General Notices