Dashboard · Professional
Budget Performance Dashboard
Budget-vs-actual with driver analysis and rolling reforecast variance.
Audience · CFO · FP&A · Executive Committee
KPI cards
Budget Variance
Formula · (Actual − Budget) / Budget
Threshold · Within ±5%
Frequency · Monthly
Cash Forecast Accuracy
Formula · 1 − |Actual − Forecast| / Actual
Threshold · ≥ 90% on 4-wk horizon
Frequency · Weekly
EBITDA Margin
Formula · EBITDA / Revenue
Threshold · ≥ board target
Frequency · Quarterly
Cost-to-Income Ratio
Formula · Operating Costs / Operating Income
Threshold · ≤ industry median
Frequency · Quarterly
Implementation
Static blueprint now; planning-tool integration deferred.
Source assessment · FP&A AssessmentLinked frameworks
Knowledge Graph