Budget vs Actual Dashboard

Track income and expenses by category to manage your company's finances.

Bold BI - Budget vs Actual Dashboard

This dashboard details a company’s budget vs its actual income and expenses. With this dashboard, viewers can answer the following questions:

  • Firstly, what is our actual income? 
  • Secondly, what are our actual expenses? 
  • Thirdly, how have these numbers changed over the past fifteen months?
  • Finally, how do income and expenses break down by category?

Review Income and Expenses

With the card widgets at the top of the dashboard, viewers can quickly see the company’s actual income and expenses, along with the current and last months’ numbers. Further, the gauge widgets show actual income and expenses as percentages of the company’s income and expense budgets.

Then, at the bottom of the dashboard, two charts break down income and expenses by category. These charts also note the actual figures, the budgeted figures, the differences, and the budget percentages.

Track Trends Over Time 

Finally, the graphs in the middle of the dashboard outline actual vs budgeted income and expenses over the past fifteen months. This data is critical as it helps leaders identify trends that may occur over time and ensure the company is on track to meet its goals.

This dashboard provides an easy visual reference for reviewing key financial metrics. With this information, leaders can quickly review critical data sets and assess the company’s long-term health.

 

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