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Presentation

This dashboard page helps you to visualize the performance of any of your Profit & Loss KPIs, how this performance evolves over time and who contributes to this performance.

For any selected KPI, three visualizations are available:

  • KPI Card: get details on the performance of the selected KPI
  • Evolution of the performance: understand the monthly trend for the selected KPI
  • Contributors: visualize the contribution to the overall performance of any dimension to your selected KPI

For each KPI, visualize its value and percentage of total. Dynamically change the Performance Scope™.

 

KPI Card

Visualize the performance of the KPI your selected.

Refer to "How to read a KPI Card" section for more details.

 

Evolution of the performance

Visualize the evolution of your performance across months (vertical bars). You can look at data in month-to-date or year-to-date (based on your selection in "Performance Scope").

The line shows the evolution of the reference (it can be previous year or budget depending on your selection in "Performance Scope").

Each bar is colored based on the variance percentage (Δ%) between the KPI value and its reference.


 

Contributors

See the value of your KPI split by a dimension of your choice:

For each element of the dimension, it shows:

  • The KPI value
  • The variance (Δ) between the KPI value and its reference
  • The variance % (Δ%) between the KPI value and its reference

An easy way to better understand who contribute to the overall performance.

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Profit & Loss dashboard, you will be able to select the following KPIs:

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Profit & Loss dashboard, you will be able to select the following dimensions:

  • MonthMonth (Date format)
  • Legal Entity / CompanyLegal Entity, Company
  • Cost Center / Department / DivisionCost Center, Department, Division

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters that allows to focus on what really matters.

In your Profit & Loss dashboard, you will be able to filter on:

  • Legal Entity / CompanyLegal Entity, Company
  • Cost Center / Department / DivisionCost Center, Department, Division

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