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Templates > Corporate Finance > Finance > Actual vs Budget Follow-up

Actual vs Budget Follow-up
Carefully monitor your Actual vs Budget
Overview
Required Attributes
KPIs
Data Visualizations
Step-by-Step
dashboard template for tableau on Corporate Finance Finance Actual vs Budget Follow-up cockpit
4 required attributes
5 KPIs
7 dashboard pages

Required Attributes

To get your Actual vs Budget Follow-up dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date Period (Date used for time-series analysis)
  • string
    (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")
  • numeric
    Actual Amount Actual Amount
  • numeric
    Budget Amount Budget Amount

KPIs

Your Actual vs Budget Follow-up dashboard will contain 5 KPIs

Dashboard Pages & Data Visualizations

Your Actual vs Budget Follow-up dashboard will contain 7 pages

Home

Actual vs Budget Follow-up Home

Actual vs Budget Follow-up Home
Actual vs Budget Follow-up HomeActual 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
Budget Follow-up CockpitBudget Follow-up Cockpit
Get instant overview on Actual adherence to Budget

Actual vs Budget - Monthly Follow-up

Actual vs Budget - Monthly Follow-up
Actual vs Budget - Monthly Follow-upActual vs Budget - Monthly Follow-up
Monthly evolution of Actual vs Budget

Actual vs Budget - Yearly Follow-up

Actual vs Budget - Yearly Follow-up
Actual vs Budget - Yearly Follow-upActual vs Budget - Yearly Follow-up
Yearly evolution of Actual vs Budget

Actual vs Budget vs LY (YTD / MTD)

Actual vs Budget vs LY (YTD / MTD)
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
Actual vs Budget vs LY (YTD / MTD) - tableActual 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
Actual vs Budget Follow-up KPI PerformanceActual 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!

Actual vs Budget Follow-up dashboard Live Demo

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
    Date Period (Date used for time-series analysis)
  • string
    (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")
  • numeric
    Actual Amount Actual Amount
  • numeric
    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).

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!


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