Budget Planning: Actual vs Planned
Descrição do Case:
Uma organização do setor financeiro precisava acompanhar o desempenho orçamentário em tempo real para garantir que os custos estavam alinhados ao que havia sido planejado. A Dataside desenvolveu um dashboard de Power BI que permitiu uma visão clara das metas planejadas versus o que foi efetivamente gasto, proporcionando um controle mais rápido e efetivo sobre os desvios.
Challenge
One of the major difficulties faced by the organization was the ability to monitor, in real-time, actual costs compared to the planned budget. Without a clear and centralized view of cost deviations, it was challenging to take corrective actions promptly and control expenses, which posed financial risks.
Solution
Dataside developed an interactive Power BI dashboard that provides a holistic and segmented view of planned versus actual values.
The solution includes detailed visualizations of percentage and absolute deviations, categorized by areas such as "Production," "Sales," and "Administrative." Additionally, the dashboard enables filtering costs by cost center, transaction type, and responsible party, ensuring managers have precise information to act swiftly and effectively.
Benefits
Better Budget Control:
By clearly and intuitively identifying deviations, managers were able to act proactively to correct discrepancies and reassess resource allocations, avoiding budget overruns.
Financial Transparency:
With a detailed view of actual and planned values, there was an increase in financial management transparency, enabling better communication of results to other stakeholders.
Faster Decision-Making:
Real-time data access allowed the finance team to adjust strategies throughout the period, rather than reacting late after financial close.
