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.
Insight | Description |
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KPIs | This KPI insight shows the total number of bookings , YoY Diff, and YoY Growth in the quarter you select |
Trailing 12 Months YoY Total Bookings | This aggregated table insight shows heading details for the trailing 12 months year-over-year total bookings |
Total Bookings vs Target | This combo dual axis insight shows the total bookings versus the target for a specific month of the year |
Trailing 12 Months Total Bookings Mix | This 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 Region | This stacked column insight shows the total bookings per region in a specific month of the year |
Total Bookings by Region | This treemap insight shows the total bookings value per region |
FP&A Report
Insight | Description |
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Actuals | This pivot table insight shows the total number of bookings per opportunity type in the quarter you select |
Forecast | This pivot table insight shows the total forecast per opportunity type in the quarter you select |
PY Actuals | This pivot table insight shows the total bookings value per opportunity type |
Actuals vs Forecast | This 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 Actuals | This 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 Region | This pivot table insight shows the value of the total bookings in each region per opportunity type in the quarter you select |