Variance Dashboard

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GL Budget Variance


Click here to magnify

This screen appears after specifying filters and using Enter on the initial Filters window.

The Variance Dashboard is the ultimate payoff for all your hard work entering budget figures into CU*BASE.  Although similar to the Budget Dashboard tool that you use while working on the budget, which compares your budget to last year, this tool is unique in that it compares your plan (budget figures) to your performance (actual figures for the same year). 

The most common technique for accessing this dashboard is by choosing the Net Income option on the initial filters window.  When the screen first displays, then, you’ll see a simple summary showing a sub-total of income and expenses and a calculated net income total, like this:

To see the detail for these totals by Budget Group, use the Expand button at the bottom of the screen. 

If your Budget Groups were set up properly (see the Budgeting with CU*BASE booklet for some advice), this dashboard can function as an online Income Statement.

Special Tips

Sorting the Variance Dashboard

If you selected Net Income on the initial filters window, the records will be in order by budget group sequence # and you will not be able to re-sort the list by clicking the column headings.  But if viewing all G/Ls or a specific G/L type (such as expenses only), you will be able to click any column heading to sort by that column. 

Click once to sort items in ascending order (lowest number at the top).  Click again to change to descending order (highest number at the top).  Notice that credit-balance GLs are treated as negative numbers in this context.

Working with Items on the Dashboard

Drill to Account
Drill to Branch

These appear on the upper levels of the dashboard, and allow you to select a budget group or a G/L account and drill down to a more granular level. 

Click here for an illustration explaining the 3 different levels you’ll see.

View by Month

Use this to view month-by-month budget figures for any Budget Group, G/L account, or branch G/L. 

  • Use this at the top dashboard level after selecting a single Budget Group, and you’ll see a quick snapshot of the monthly amounts for all G/Ls in that budget group. 

  • Use this at the second dashboard level after selecting a single G/L account, and you’ll see a quick snapshot of the monthly amounts for all branches under that G/L.

  • Use this at the final branch level after selecting a single branch, and you’ll see the individual budget figures that actually make up the CU*BASE budget “spreadsheet” at its most granular level. 




Expand / Condense (F8)

Available only after selecting “Net Income” on the initial filters screen, this toggles the display between showing only income and expense sub-totals and displaying all budget groups in addition to the sub-totals.

Filters (F9)

Use this to view or change the filters that control what records are displayed on the dashboard.

Print (F14)

Use this on any dashboard screen to print a report showing the same data you are currently viewing. (There is no confirmation window; the report prints directly to your default report printer.)

Web Version (F22)

Launching the Web Version (F22) dashboard will provide additional tools to subscribers to analyze data that can only be found in Analytics Booth, including more screen real estate to view more data at one time, different filters and graphics, and new ways to understand the data. Non-subscribers will be presented with a splash page. Not a subscriber? Learn more in the CU*Answers Store.




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