Data Applications → Analyze Finance

Finance dashboard folder

The finance dashboard folder is a component that represents the finance functional area in Incorta Cloud. It includes two prebuilt dashboards:

Finance Executive Overview

The following table shows the finance executive overview insights.

InsightDescription
KPIsThis KPI insight shows the total number of bookings , YoY Diff, and YoY Growth in the quarter you select
Trailing 12 Months YoY Total BookingsThis aggregated table insight shows heading details for the trailing 12 months year-over-year total bookings
Total Bookings vs TargetThis combo dual axis insight shows the total bookings versus the target for a specific month of the year
Trailing 12 Months Total Bookings MixThis percent column insight shows the total bookings per opportunity type (customer, new logo) in a specific month of the year
Total Bookings by Month and RegionThis stacked column insight shows the total bookings per region in a specific month of the year
Total Bookings by RegionThis treemap insight shows the total bookings value per region

FP&A Report

InsightDescription
ActualsThis pivot table insight shows the total number of bookings per opportunity type in the quarter you select
ForecastThis pivot table insight shows the total forecast per opportunity type in the quarter you select
PY ActualsThis pivot table insight shows the total bookings value per opportunity type
Actuals vs ForecastThis pivot table insight shows the total bookings versus the forecast per opportunity type in the quarter you select
Actuals vs Forecast %This pivot table insight shows the total bookings versus the forecast percentage per opportunity type in the quarter you select
Actuals vs PY ActualsThis pivot table insight shows the total bookings value versus prior year actuals per opportunity type in the quarter you select
Actuals vs PY Actuals %This pivot table insight shows the percentage of the total bookings versus prior year actuals per opportunity type in the quarter you select
Actuals by RegionThis pivot table insight shows the value of the total bookings in each region per opportunity type in the quarter you select