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.

The dashboard provides an overview of the cash position using detailed and summary financial data. It features key components such as:

  • Visual Displays: Current posting period and client information are displayed above interactive tabs.
  • Functional Buttons: Buttons enable returning to the SCView website, refreshing Dashboard Data from USAS, and printing options for selected tabs.
  • Information Sections: Includes notifications, a dashboard grid, and graphs for monthly revenue/expenses/ net income comparisons, among others.
  • Specialized Charts and Data: View Top 10 Funds, Salary summaries, Maintenance of Effort, Stock/Bond information, STAR Ohio/PLGIT rates, and unemployment data specific to the client's county.

Synchronize Financial Detail

  • To Sync your Financial Dashboard to USAS look for the refresh icon under your username on the left side of the screen. 
  • Select the date range you wish to refresh from. 

  • Upon hitting OK, you will need to stay on this page until you receive the alert popup telling you if the status of the refresh completed or failed. 

Total Revenue and Expense

  • For the General Fund, it displays headers with fiscal year-to-date figures, percentage changes, and comparison to the previous year, supported by detailed drill-down charts and grids for deeper analysis. 

Report Writer

  • Enables creation of customizable reports selectable by date range, name, grouping, and filters, downloadable in PDF format.

Custom Tabs

  • Dedicated to displaying fiscal year-to-date revenue and expense data with drill-down and export capabilities, including top revenue by code and detailed expense categories. 

Five Year Forecast

You can edit the description names by going to Admin > Report Code Mappings. On the upper-right corner of the page there is a button that opens Category Management. In that you'll see all the names for the categories and can toggle between CF/GF and State 5YR Report.

  • Manage forecasted revenue and expenses with tools to adjust descriptions, validate forecasts against USAS/FIS data, and detailed simulations for assessment.
  •  You can edit the simulations on the last tab of this page. Either click the plus icon to add one or use the pencil icon to edit an already existing one. If you are editing an already existing one, you will not be able to check or uncheck the New Fiscal Year box; however, you will be able to edit the name.

General Fund Report

  • Highlights relevant general fund data comparing current and previous fiscal years, alongside budget information.

Data Dive

  • Offers insights into financial details with capabilities for strong data manipulation and export functionalities.

Project Cash Requests

  • Facilitates the creation and management of project cash reports, adjustable for specific periods, funds, and cost centers, ready for DOE upload.

Administration

  • Manage client configurations, dashboard tab settings, reporting, and email communications, with features for immediate or scheduled data sending.

Budget

  • Tracks budgetary allocations versus expenditures with visual comparisons and detailed account coding.


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.


E. Related Articles

Financial Dashboard: Admin Users to Modify Report Category Descriptions 


Conclusion

The SCView Financial Dashboard is your strategic partner in financial data management, offering a robust set of tools designed for clarity, accuracy, and efficiency. By integrating our best practices and troubleshooting tips, you can maximize the potential of your dashboard to enhance financial decision-making in real-time. This comprehensive platform ensures that your organization remains informed, agile, and poised for success in the dynamic financial landscape. Embrace the future of financial management with SCView, where data visualization meets strategic insight.