Finance dashboard and reports

The Finance dashboards summarize key finance metrics in six panes. Each pane is linked to detailed Trend Analysis and Actual against Budget comparison reports.

The Finance dashboard uses a generic reporting structure which supports these taxonomies:
  • International Financial Reporting Standard (IFRS)
  • German (HGB)
  • US Generally Accepted Accounting Principles (GAAP).

For IFRS and HGB, there are two expense methods: Cost of Sales Management (CSM) and Total Cost Accounting (TCA).

During installation of , the accounts in your organization's Chart of Accounts are mapped to at least one taxonomy and, in the case of IFRS or HGB, one expense method.

Accounts can be mapped to all taxonomies and expense methods. If so, you can view the data against any taxonomy and expense method. For example, IFRS TCA, IFRS CSM, or GAAP.

In the Edit Settings dialog, you specify the taxonomy to use and, for IFRS and HGB, the expense method. The title bar of the dashboard and its reports indicates which taxonomy and expense method is in use.

See Edit Settings.