In this guide, we will walk you through one of the key features in Empress - the Budget Variance Dashboard Chart. This feature is an incredibly useful tool for businesses as it allows you to visualize and track your budget against actual spending, providing you with insights to make informed decisions.
What Is The Budget Variance Dashboard Chart?
The Budget Variance Dashboard Chart is a feature in the Empress interface that displays the difference between your budget and actual spending in a visual, easy-to-understand manner. It helps you keep track of your financial health, understand where your money is going, and identify areas where you can potentially save or need to allocate more resources.
How To Use The Budget Variance Dashboard Chart
Let’s break down the process of using the Budget Variance Dashboard Chart into simple steps:
Viewing The Chart
- To view the chart, navigate to
empress/accounts/dashboard_chart/budget_variance. - Here, you’ll find the Budget Variance Dashboard Chart displayed as a bar chart.
Editing The Chart
- To edit the chart, click on the gear icon on the top right corner of the chart.
- You can adjust the chart according to your needs, including the period, budget_against (which determines what your budget is compared against), and whether to show_cumulative data.
Sorting And Tracking Information
- The information in the chart is sorted by month by default, but you can change this in the filters section.
- The chart allows you to track your budget variance over time, giving you a clear picture of your financial status and trends.
User Roles And Permissions
The Budget Variance Dashboard Chart is public, meaning all users have access to view it. However, only users with Administrator permissions can edit the chart and its settings.
Conclusion
The Budget Variance Dashboard Chart is a powerful tool in Empress for businesses, allowing you to visualize and track your budget variance in an easily digestible format. By using this feature, you can gain valuable insights into your financial health, helping you make well-informed business decisions.
For more non-technical resources or support, please visit the Empress Help Center or contact our support team.