Providea workbookcontaining at least4 attributes
Geta ready-to-use,best-in-marketACTUAL VS BUDGET FOLLOW-UP dashboard
Actual vs Budget Follow-up Home
Actual vs Budget Follow-up Home
Get a Home Page for your Actual vs Budget Follow-up dashboard
Budget Follow-up Cockpit
Budget Follow-up Cockpit
Get instant overview on Actual adherence to Budget
Actual vs Budget - Monthly Follow-up
Actual vs Budget - Monthly Follow-up
Monthly evolution of Actual vs Budget
Actual vs Budget vs LY (YTD / MTD)
Actual vs Budget vs LY (YTD / MTD)
Easily compare Actual vs Budget vs LY, both in MTD or YTD
4 required attributes
Date
(Level of detail of your actual/budget)
Actual Amount- Budget Amount
Detailed presentation of the ACTUAL VS BUDGET FOLLOW-UP dashboard
Your ACTUAL VS BUDGET FOLLOW-UP dashboard will contain 5 KPIs
- Total ActualTotal Actual amount
- Total BudgetTotal Target amount
- Actual vs BudgetDifference between Total Actual and Total Budget
- Budget Consumption %Share of Total Actual on Total Budget
- Remaining BudgetDifference between Total Budget and Total Actual
and 6 dashboard pages
Home
Actual vs Budget Follow-up Home
Actual vs Budget Follow-up Home
Get a Home Page for your Actual vs Budget Follow-up dashboard
Cockpit
Budget Follow-up Cockpit
Budget Follow-up Cockpit
Get instant overview on Actual adherence to Budget
Actual vs Budget - Monthly Follow-up
Actual vs Budget - Monthly Follow-up
Monthly evolution of Actual vs Budget
Actual vs Budget vs LY (YTD / MTD)
Actual vs Budget vs LY (YTD / MTD)
Easily compare Actual vs Budget vs LY, both in MTD or YTD
Actual vs Budget vs LY (YTD / MTD) - table
Actual vs Budget vs LY (YTD / MTD) - table
Easily compare Actual vs Budget vs LY, both in MTD or YTD (formatted as a straight table)
Behavioral Analytics
Actual vs Budget Follow-up KPI Performance
Actual vs Budget Follow-up KPI Performance
Visualize the overall performance of any of your Actual vs Budget Follow-up KPIs: what is the performance, how does this performance evolve, who contributes to this performance
Creating your ACTUAL VS BUDGET FOLLOW-UP dashboard Step-by-Step
You want to get a clear understanding on your Actual vs Budget Follow-up results? You want to build a Tableau dashboard to better understand your Actual vs Budget Follow-up data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Actual vs Budget Follow-up data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Actual vs Budget Follow-up data (whether it comes from: ERP, database, Excel, CSV file...)
You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):
-
Date Period (Date used for time-series analysis)
-
(Level of detail of your actual/budget) Level of detail of Actual/Budget (could be entity, organization, project... or whatever + add any required level of detail in "customize dashboard")
-
Actual Amount Actual Amount
-
Budget Amount Budget Amount
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Actual vs Budget Follow-up' and upload your Tableau workbook (note: your data is NOT uploaded).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Transverse Functions
Sales Planning
Digital Marketing
Social Media
Procurement
Finance
Profit & Loss
Balance Sheet
Supply Chain
Quality & Production
General Services
Service Desk / Call Center
Project Management
Sentiment Analysis
Classification
Specific to a Business Sector
Retail
Healthcare
Medical Visits
Fundraising
Education
Insurance
Banking
Telecommunications
Start-up
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Actual vs Budget Follow-up dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Actual vs Budget Follow-up dashboard is now ready to be used or customized!
