Wiki Detay | wiki workcube

Budget Dashboard; It is a one-page ready-made report showing the income and expenses of the budgets with graphs. With the clear and easy interface of the report, managers effectively detect anomalies in the budget and take the necessary actions.

Path: BI - Report > Dashboards > Budget Dashboard

In order to get full efficiency from the Budget Dashboard, it is essential to perform the following operations correctly;

To benefit from the Budget Dashboard screen, it is essential to carry out the Budget processes and must be authorized. If the processes and authorizations of the budgets have not been done, these can be done by reading the article titled "Budget, Expense and Revenue Process and Authorization".
Budget transaction categories must be defined correctly. For detailed information, you can read the article titled "Budget, Expense and Revenue Transaction Categories".
Afterwards, a budget must be created from the ERP > Finance - Accounting > Budget > Budgets screen. Budget; The company is created by making year/period selections. Detailed information on creating a budget can be found in the article titled "Budget Planning and Control".
Without creating budget categories and budget items, the Budget Dashboard report cannot be accessed on these basis. For detailed information, you can read the article titled "Budget Categories and Budget Items".
Without Cost and Income centers, Budget Dashboard report cannot be created by selecting Cost and Income Centers. For detailed information, you can read the article titled "Cost and Income Centers".

Note: If desired, you can go to Control Panel > System > Page Settings while on the Budget Dashboard screen and select the "Set Cost Centers According to Authorized Branches and Departments" option on the Budget Dashboard screen. Thus, cost centers that are not authorized by the user will not appear, and therefore the user cannot access the Budget Dashboard report of the cost centers of those branches and departments.

Now, let's show on the records how Budget Dashboard can detect budget problems when the above operations are performed correctly.

Budget Dashboard Sample Usage

General information on Budget Dashboard screens. Along the lines;

Cost/Revenue centers are selected; Budget dashboard reports based on control type, budget item, budget category and activity can be produced with graphical expressions, especially income and expenses, at date intervals.
Income and expense reports can be taken out of the system separately as Google Tables, Excel, Word, PDF, and it is also possible to send these report results by e-mail or print them.

Now, let's extract the budget dashboard report of the budget category titled "Sales and Marketing" from the sample screens. We have a total of five budget items under our budget category, two of which are income and three are expenses.

Let's cut the budget planning slips according to the budget items under ERP > Finance - Accounting > Budget > Planning Slips. Attention:You cannot use the budget dashboard report without the budget planning slips. Budget planning slips can be cut from the Budget > Planning Slips page. By selecting the relevant budget; An invoice is issued by selecting the Cost / Income center, budget category, budget item and entering the invoice amount.
The charts of accounts to which these budget items are connected are collected under the same cost and income centers as the accounting codes. Let's make sure that all income and expense vouchers linked to these budget items are related to the cost and income center we want to collect under these vouchers.

Budget Dashboard Report

Cost/Revenue center is selected. Based on our example, we select the cost/revenue center "Sales and Marketing" and list "Budget Item Based".

We can see the percentage difference between income and expense from the first section.

Later in the report, Budget Item and Expense center under the Revenue section Writes the amount of planned and actual transactions. The difference is also expressed numerically and as a percentage. The last row of the basket field has "Grand Total". This situation is also expressed graphically.

Under the Expenses section, the amount of planned, reserved, reserved, actual and free budget transactions of the Budget Item and Expense center is written. The difference between planned and actual is also expressed numerically and as a percentage.

Thanks to the Budget Dashboard, income and expense mismatch in the budget was detected. It is now possible to meet with people responsible for sales and marketing and make decisions in the light of this report.

XML Settings

XML Settings define page-specific operating rules. It is set in the XML section under Page Settings on each page.

x_authorized_branch Masraf Merkezleri Yetkili Olunan Şubeler ve Departmanlara Göre Gelsin

Evet Seçildiğinde Sadece Yetkili Olunan Şubelerin ve Departmanların Masraf Merkezleri Gelir.

Evet = 1 Hayır = 0

Seçim

Total 1 Register

Feedback

Did you find this content helpful?

Please Write Your Feedback!

Name*

Last Name*

Email *

About Workcube Objects

Budget Dashboard

It is a single-page ready-made report in which the income and expenses of the budget are shown graphically. With the clear and easy interface of the report, it enables managers to effectively detect anomalies in the budget and take the necessary actions.

Type: Dashboard Version: Holistic v5 Licence: Standard Author: Workcube Core