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The Insight dashboard appears as soon as you open Insight. The dashboard displays information about KPIs that are specific to you.

Features

The dashboard displays user-specific KPIs and the following items:

  • Budget and actual values for the current time period

  • Actual values for the last two time periods

  • Budget values for the next two time periods

  • Year-to-date values for actual and budget

  • Positive and negative trends between periods

  • Where actual versus budget variances in KPI values occur

  • Which variances are predicted to be unfavorable in future time periods

  • Which KPIs have custom alerts set for them, or associated actions

  • The Key Performance Indicator column shows the description or ID of the KPI. Expand the KPI to show the accounts beneath the account of the defined KPI. Select a KPI ID or description to view a chart of the account data.

  • The Trend column shows positive (INC or AST) or negative (EXP or LEQ) trends between time periods. The trends are detailed in the following table.

    Arrow Direction

    Arrow Color

    Indication

    Up

    Blue

    The KPI account type is INC or AST, and the current value has increased since the last time period.

    Down

    Blue

    The KPI account type is EXP or LEQ, and the current value has decreased since the last time period.

    Up

    Red

    The KPI account type is EXP or LEQ, and the current value has increased since the last time period.

    Down

    Red

    The KPI account type is INC or AST, and the current value has decreased since the last time period.

  • If there is a user-defined alert set on the KPI, and the alert criteria has been met, an Alert icon is displayed. Click the alert to display the alert information.

  • If a KPI has been predicted by Insight to have a significant unfavorable variance, a Prediction icon is displayed.

  • If an action is associated with this KPI, an Action icon is displayed in the KPI row.