{"id":30597,"date":"2025-09-22T23:27:22","date_gmt":"2025-09-23T03:27:22","guid":{"rendered":"https:\/\/www.purdue.edu\/treasurer\/finance\/?page_id=30597"},"modified":"2026-03-13T10:16:30","modified_gmt":"2026-03-13T14:16:30","slug":"financial-planning-analysis-toolkit","status":"publish","type":"page","link":"https:\/\/www.purdue.edu\/treasurer\/finance\/financial-planning-and-analysis\/financial-planning-analysis-toolkit\/","title":{"rendered":"Financial Planning & Analysis Toolkit"},"content":{"rendered":"\n
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Financial Planning & Analysis Toolkit<\/h1>\n\n\n\n
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SFA Trends<\/p>

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review.<\/p><\/div><\/a>\n<\/div>\n\n\n\n

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Restricted Gift Funds Scorecard<\/p>

A tool to aid units in reviewing if accounts are being effectively managed as well as provide a key performance indicator for annual assessment.<\/p><\/div><\/a>\n<\/div>\n\n\n\n

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SFA: Stoplight & Balance Trend<\/p>

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.<\/p><\/div><\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

Financial Fiscal Year Cycle<\/h2>\n\n\n\n

The Financial Planning and Analysis Project Timeline<\/a> 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.<\/p>\n\n\n\n

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