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Revenues vs Expenses

The Revenue vs Expenses Dashboard provides an in-depth comparison of actual financial performance versus budgeted projections. It helps businesses track financial discrepancies, evaluate profitability, and make data-driven decisions.

Key Metrics:​

  • Budgeted vs Actual Revenue: Displays planned and realized revenue.
  • Budgeted vs Actual Expenses: Compares expected and actual expenses.
  • Net Income: Shows the company's profit or loss.
  • Top 10 Revenue & Expense Variances: Highlights the most significant differences between budgeted and actual figures.

Visual Components:​

  • Variance Bar Chart: Displays the top discrepancies in revenue and expenses.
  • Actual vs Last Year Trend: A combination of bar and line charts tracking revenue trends over time.
  • GL Account Breakdown: A detailed table showing budgeted vs. actual revenue and expenses.
  • Top 10 Budget vs Actual:
    • Revenue Categories: Shows where revenue outperformed or underperformed.
    • Expense Categories: Highlights areas where costs exceeded or remained within the budget.

Benefits:​

  • Better Financial Planning: Enables businesses to align expectations with actual performance.
  • Variance Analysis: Identifies key areas requiring attention and corrective action.
  • Strategic Decision-Making: Provides insights into cost control and revenue maximization.
  • Performance Monitoring: Helps businesses track profitability trends over time.

Filtering​

You can filter the dashboards using these filtering panels:

  • Company
  • Fiscal Year
  • Fiscal Period
  • GL Account
  • Segment 2