Financial Planning & Analysis Toolkit

SFA Trends

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review.

Restricted Gift Funds Scorecard

A tool to aid units in reviewing if accounts are being effectively managed as well as provide a key performance indicator for annual assessment.

SFA: Stoplight & Balance Trend

A set of dashboards that contain an Analysis of Operating Activities, including a scatterplot & trend chart of Balance/Expense Ratio and Operating Margin, as well as an Available Balance Trend Chart.

Financial Fiscal Year Cycle

The Financial Planning and Analysis Project Timeline is a Tableau based tool illustrating the annual fiscal year cycle of critical FP&A processes.
The dashboard contains a dynamic progress status as well as a drill down to task details. Hover over the Topic column and click the – to collapse view.