Budgeting – Analytics, Reporting and Inquiries

Dynamics 365 provides the ability to inquire, analyse and report on Financial Budget and Forecast values by utilising several integral analytic and reporting tools and technologies.

Workspace – Ledger Budgets and Forecasts

Designed for users with a Budget Manager role and responsibility.

The ‘My Work’ page provides six views that enable monitoring of approved expense and revenue budgets against actuals, in-progress draft budget register entries and budget plans, budget submissions awaiting review and approval and finally, if budget control is activated, purchase orders over budget

The ‘Analytics’ page provides embedded Power BI Content that incorporates separate expense and revenue, actual versus budget views with relevant supporting KPI’s

Inquiries

Two standard inquiries are provided with Basic Budgeting to enable financial performance to be reviewed and tracked.

• Actual vs Budget
• Actual vs Budget, By Period

Financial Reporter

Financial Reporter provides accountants with the facility to define and create financial reports based on GL actual and budget / forecast values suitable for ad-hoc, monthly and annual management reporting purposes.

The Ledger Budgets and Forecast workspace provides six inquiry views for users with a Budget Manager role and responsibility.

Over Expense Threshold and Under Revenue Threshold (Actual vs Budget

The first two views present data based on the ‘show amounts’, ‘budget model’ and ‘expense dimension set’, ‘expense budget threshold’ or ‘revenue dimension set’, ‘revenue budget threshold’ settings shown and available for update via the Configure My Workspace option.

All Draft Budget Register Entries

provides a view of draft budget register entries that includes the facilities to submit / progress workflow approval and review entries by assignee.

Budget Forecasts In Progress

Budget Planning capability specific. Provides a view of draft budget plans that are in progress, detailing the current budget planning stage and includes the facilities to submit / progress workflow approval and review entries by assignee.

Note: Budget Planning functionality is also supported by its own dedicated workspace

The Ledger Budgets and Forecasts, Analytics page provides embedded Actuals vs Budget Power BI Content that includes separate Expense (actual vs budget) and Revenue (actual vs budget) charts.

The Actual vs budget inquiry page lets you drill into the details of the budget versus actual amounts. Select a line on the inquiry page, and then click Period balances to see budget and actual amounts spread across fiscal periods.

The Budget account entries page provides drill-through to the details of the budget amount in budget register entries.

The General journal entries page opens the ledger transactions that are included in the calculated Actuals amount.

Financial Reporter allows financial and business professionals to create, maintain, deploy and view financial statements based on GL actual and budget / forecast values.

Actual vs Budget Power BI Content

Actual vs budget Power BI content – Finance & Operations | Dynamics 365 | Microsoft Docs

Financial Reporter

Financial reporting – Finance & Operations | Dynamics 365 | Microsoft Docs