Business Outcomes: Financial View
Purpose
The Financials Tab is where strategy meets spending!
It gives you a clear, visual snapshot of your organization’s financial performance helping you see how budgets are being used, whether projects are staying on track, and how spending aligns with business goals.
From budget tracking to trend spotting, this tab makes it easy to keep your organization’s finances healthy, accountable, and goal-driven all at a glance.
Business Case
As a user, you can use the Financials Tab to understand how resources are being invested across initiatives and projects so that you can make smarter, faster financial decisions that drive impact.
With this view, you’ll gain visibility into overall financial health, ensure budgets align with delivery priorities, and make timely adjustments before small variances become big surprises.
From this tab, you can:
Filter by project type using the dropdown to view only Initiatives or Project cards.
Drill down into specific projects by clicking on the title to explore detailed cost and progress data.
Compare Target vs. Actual Spend to track how closely your projects are hitting the mark.
The Financials Tab promotes accountability and financial transparency giving teams the power to keep resources aligned with strategy and spending focused on what matters most.
Watch the video below to see how financial data comes to life on your dashboard!
Overview
Inside the Financials Tab, users can review:
Current Financial Progress
Target vs. Actual Spend
Detailed Cost Information by project card type including Initiatives, Products & Services, Projects, Milestones, and Stories.
All this data automatically aggregates to give you a full, accurate view of your organization’s financial health.
Use the dropdown menu in the upper-right corner to toggle between card types or categories zeroing in on the areas that matter most to you..
Target vs. Current Spend Graph
Below the progress bar, the Target vs. Current Spend chart provides a month-by-month comparison between Target Spend, Current Spend, and Projected Spend:
Blue Line: Represents the Target Spend, or what was planned.
Green Line: Displays the Current Spend actual spending to date.
Dashed Green Line: Shows the Projected Spend, forecasting upcoming financial activity.
Hover over any data point to view specific monthly spend values for more detailed insight.
This graph helps visualize spending trends, detect overages early, and ensure that projected spending aligns with targets throughout the year.
Financial Details Table
Beneath the chart, a detailed Financial Summary Table lists every project, initiative, or service with corresponding financial data, including:
Owners – The individuals responsible for managing the project or budget.
Budget – The approved total budget.
Actual Spend – The amount spent to date.
Over/Under Budget – Highlights whether the project is over or under budget.
Remaining Budget – The funds still available for use.
Status – Visual indicators for financial health.
End Date – The projected completion or fiscal closing date.
Each row provides a complete snapshot of financial performance. The table supports interactive sorting and filtering, enabling users to quickly locate specific projects or budget statuses.
Exporting Data
Use the Export to Excel option in the upper-right corner to download a detailed financial report. This export includes all table data and is ideal for financial reviews, audits, or sharing updates with stakeholders.
Summary
The Financials Tab turns numbers into narratives showing you exactly where your money’s going and how it’s performing. It helps leaders stay proactive, accountable, and confident ensuring every dollar spent moves the organization closer to success.
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