Introduction

Welcome to the SCView Financial Dashboard, a cutting-edge tool designed to revolutionize your approach to financial management and data visualization. With our intuitive platform, you'll seamlessly integrate diverse financial data points and interactive elements, granting you real-time insights into your organization's financial landscape. Monitor cash flow, analyze year-to-date performance, and forecast future revenues and expenses with ease. Our dashboard empowers you with detailed financial oversight and enables strategic decision-making.


A. Problem Statement

In today's fast-paced business environment, managing vast amounts of financial data can be overwhelming, leading to delayed decision-making and potential inaccuracies in financial assessments. Organizations often struggle with disjointed data sources, lack of real-time visibility, and inefficient reporting mechanisms. 


B. Solution

The SCView Financial Dashboard addresses these challenges by providing a unified platform for financial data visualization and management. With features like interactive data tabs, customizable reporting, real-time updates, and drill-down capabilities, users can effortlessly access and interpret critical financial data, leading to more informed and timely decisions. By integrating dynamic visual tools and configurable elements, the dashboard ensures that organizations can tailor the experience to their unique needs, optimizing financial oversight. 



Total Revenue

The Total Revenue tab allows you to see YTD general revenue for the fiscal year, Last YTD general revenue for the previous fiscal year and annual revenue and the top revenue funds all at a glance using graphs, charts and tables. Each can be filtered using the filter icon in the top right of the screen. There is the following filters Date, Fund and or SCC (Special Cost Center). This screen is available to be printed using the print icon in the navigation menu.

 

Some graphs can be drilled down into to see more details about how the data is being displayed. 


Use the Filter Icon in the top right corner of the screen to access the filters to display on the page

Use the print option in the top right of the navigation menu to print the entire screen.


Total Expense

The Total Expense tab allows you to see YTD general Expenditures for the fiscal year, Last YTD general expenses for the previous fiscal year and Total Expense YTD vs Last Year all at a glance using graphs and tables. Each can be filtered using the filter icon in the top right of the screen similar to Total Revenue tab. There is the following filters Date, Fund and or SCC (Special Cost Center). This screen can also be filtered using the toggle for Last Fiscal year and or the budget set. This screen is available to be printed using the print icon in the navigation menu.


Filter using Last Fiscal year and or the budget using the toggle, or filter more in depth using the filter icon by drilling down more by date, fund, or scc. 

Click on the graphs and or the table to drill down and display more data. 

Use the print option in the top right of the navigation menu to print the entire screen.




C. Best Practices

  1. Regularly Refresh Data: Utilize the functional buttons to frequently update the dashboard with the latest data from USAS to ensure you're working with the most current information.
  2. Leverage Custom Reporting: Take advantage of the customizable reporting tools to create targeted reports that cater specifically to your organization's needs. Use filters and groupings to refine your data further.
  3. Engage with Visual Tools: Use graphs and charts to gain quick insights into monthly and yearly financial trends. Visual tools can enhance the readability of complex financial data.
  4. Drill Down for Details: Utilize the drill-down functionality to explore detailed data beneath summary figures. This deeper dive can uncover insights that might be missed in a high-level overview.
  5. Monitor Real-Time Notifications: Stay vigilant with real-time updates and notifications. Keeping abreast of significant changes or alerts ensures proactive financial management.
  6. Customize Your Dashboard: Use the configurable elements to tailor the dashboard interface and functionalities to better meet your organizational needs, optimizing user experience and accessibility.


D. Troubleshooting

  • Data Not Updating: Ensure that the dashboard is connected to the internet, and check if there's an issue with the USAS data source. Use the refresh button to attempt re-syncing the data.
  • Incorrect Report Outputs: Revisit the custom report settings for any misconfigurations. Verify filters, groupings, and date ranges to ensure correctness.
  • Display Issues: If graphs or charts are not displaying correctly, refresh the page or clear the browser cache. Ensure your browser is up to date for optimal performance.
  • Access Problems: If users are unable to access specific dashboard features, verify user permissions and access rights in the administration settings.
  • Notification Errors: Check the notification settings to ensure that alerts are properly configured and enabled.


Conclusion


The SCView Financial Dashboard equips organizations with a comprehensive and user-friendly solution for managing complex financial data. By integrating real-time insights, flexible reporting features, and interactive visualization tools, the dashboard streamlines financial oversight and empowers more strategic decision-making. With its customizable interface and detailed drill-down capabilities, users can tailor their experience to match organizational needs and uncover critical financial trends and details with ease. By adhering to best practices and leveraging robust troubleshooting resources, you can maximize the value of the SCView Financial Dashboard—ensuring timely, accurate, and efficient financial management for your organization’s continued success.