1. Working with Planning Modules
  2. Working With Financials
  3. Analyzing Financials with Dashboards

Analyzing Financials with Dashboards

Predefined dashboards give you insight into overall financials for revenue, expenses, balance sheet, and cash flow. You can drill in to members in dashboard charts to see the level of detail you want.

  1. Click Revenue revenue plan book, Expense expense plan book , Balance Sheet balance sheet planbook, or Cash Flow cash flow planbook.
  2. If it's not already selected, click Overview Overview.

  3. Use the Point of View bar to select different dimension members to display in the form, for example to select a different project or entity.

  4. Click the horizontal tab for the type of dashboard you want to see. If you are planning over a rolling forecast range, click the rolling forecast dashboards.