Forecast Overview
We have introduced a new Forecast Overview dashboard under the Planning menu to provide a comprehensive analysis of forecasted spending. This dashboard compares the forecasted values against the approved budget, visualizing monthly forecasted trends for better financial planning. The charts on this dashboard allow you to identify the top 20 vendors, cost centers, accounts with the highest forecasted spend. The Monthly Forecast Details charts provide a forecasted spending pattern on a month-by-month basis.
This enhancement helps users monitor financial trends in the budgeting and forecasting.
Top Values on Tooltip
We’ve improved the manual mapping experience with the value preview feature. On the manually mapping screen, the application now displays the top three unique values as a tooltip when hovering over the field. This helps you to quickly identify the most relevant values mapping without searching through the field.
Dashboard Only - A New User Role
We have introduced a new user role named Dashboard Only. This role is design to provide a simplified and limited user experience focused solely on custom dashboard's data. This new role is ideal for stakeholders or external users who need to view specific dashboards without accessing the full application functionality.
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Limited menu access: Users with the Dashboard Only role will see only the home page in the navigation menu. All other menu items will be hidden.
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Dashboard visibility: These users only view the default custom dashboards explicitly assigned to them.
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Role assignment: Admin can assign this role during user creation or modify existing user roles to switch to Dashboard Only from the User Management setting.
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Read-only access: Users with this role cannot make changes to dashboards or data. Their access is strictly limited to viewing, filtering, and analyzing data.
User Management - Account Level Access
Our application now includes a new capability called Account Access to control and restrict data visibility based on the assigned accounts. The new enhancement ensures that the user can only view data related to the assigned accounts. Admin can now manually assign the accounts to specific user. This restriction applies across all relevant dashboards, reports, and other data management screens.
Alerting Enhancements
New Metric Type
The alerting feature in the application is enhanced to include additional metrics named Cost Pool Spend and Tower Spend. These metric types enable users to monitor and set alerts on spend patterns specific to individual cost pools and towers. Alerts can now be set when the cost pool or tower spend exceeds, drops below, or changes significantly based on defined thresholds.
Timeframe
The Timeframe option in the Alerting feature is expanded to provide more flexibility in defining the period over which metrics spend should be evaluated. This enhancement covers a wider range of use cases, from short-term tracking to long-term trend analysis.
In addition to existing options like Current Month or Current Year, users can now select from:
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Last n months/years - Evaluate spend over the past specified number of months or years.
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Next n months/years - Schedule future months or years alerts based on
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Year to Date (YTD) - Track cumulative metrics spend from the beginning of the current year to date.
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Previous YTD - Compare against the same period in the previous year for variance or trend analysis.
