Treasury Operations dashboard

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Treasury Operations dashboard

    The Financial Services Treasury Operations dashboard provides ServiceNow customers with a consolidated view to monitor and analyze treasury service requests within their financial services operations. This modernized dashboard enhances user experience by enabling visibility into case status, trends, and detailed drill-downs from a single location. It helps track critical metrics such as open cases, SLA breaches, and average closing times for treasury cases over any specified time period.

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    Key Features

    • Dashboard Access: Accessible via Workspaces > Financial Services Workspace > Analytics Center, Treasury Operations > Analytics, or the Platform Analytics Workspace. Users upgrading from earlier versions can still access the Core UI dashboard layout.
    • Role-Based Access:
      • snbomtreasury.manager: Required to view dashboard widgets and data.
      • snbomtreasury.admin, snbompa.admin, paadmin: Required to edit and customize the dashboard.
    • Use Cases:
      • Treasury Managers: Monitor open and breached SLA cases, track case volumes per treasury product, review average case closing times, and drill into product details.
      • Treasury Admins: Customize dashboard views to suit operational needs.
    • Key Indicators Monitored:
      • Number of closed cases meeting SLA
      • Number of closed cases breaching SLA
      • Number of open cases (with age and service breakdowns)
      • Average time to close cases (calculated as total closed case duration divided by number of closed cases)
      • Number of new cases opened
      • Open cases nearing SLA breach (≥80% SLA elapsed)
      • Open cases that have breached SLA
    • Filters Available:
      • Service: Filters by treasury-related service tasks from the Service Definition table.
      • Age Bucket: Filters treasury cases by age ranges in days.

    Practical Benefits

    By leveraging this dashboard, ServiceNow customers can proactively manage treasury operations by identifying cases that require urgent attention due to SLA breaches, understanding case volumes and trends, and optimizing team performance with insights into average resolution times. The ability to customize views ensures that stakeholders can tailor the dashboard to their specific operational focus.

    With the Financial Services Treasury Operations dashboard, you can get an insight into how your team and business are performing for the treasury service requests that were received for your financial services.

    Important:
    The Financial Services Treasury Operations dashboard has been modernized to give you a better user experience.

    You can monitor the status of the treasury service cases, see trends, and drill down into the details from a single view. For any time that you specify, you can view the details for the closed cases that breached a Service Level Agreement (SLA), the open cases that need immediate attention, and the average closing times of the treasury cases.

    Required ServiceNow AI Platform roles

    • sn_bom_treasury.manager, needed to see the dashboard widgets and data.
    • sn_bom_treasury.admin, sn_bom_pa.admin, and pa_admin, needed to edit the dashboard.

    Access the Financial Services Treasury Operations dashboard

    To access the Financial Services Treasury Operations dashboard, navigate to Workspaces > Financial Services Workspace > Analytics Center (Analytics center icon.).

    Alternatively, you can navigate to All > Treasury Operations > Analytics.

    You can also access the dashboard from the Platform Analytics Workspace. For more information about the Platform Analytics Workspace, see Analytics Center.

    If you have upgraded from an earlier version, you can access the existing Core UI dashboard layout as usual by navigating to All > Treasury Operations > Dashboard.

    Use cases

    For examples of how different people in your organization can use this dashboard, see the use cases in the following table.
    Table 1. Use cases for using the Financial Services Treasury Operations dashboard
    User Dashboard use
    Treasury manager Needs to gain visibility into the status of treasury cases and do the following tasks:
    • Monitor the open treasury cases that have breached a Service Level Agreement (SLA) or are about to breach an SLA and need attention
    • Monitor the volume of the treasury cases for each treasury product
    • Review the average closing time of the cases
    • Drill down into the details in a treasury product
    Treasury admin Needs to be able to customize views.

    Indicators

    FSO Treasury.Number of closed cases with sla
    Number of the cases that were closed that day within an SLA. The indicator is used to compare the number of cases that were closed that met an SLA versus the number of cases that breached an SLA.
    FSO Treasury.Number of closed cases with breached sla
    Number of the treasury cases that were closed that day that breached an SLA.
    FSO Treasury.Number of open cases
    Number of the open treasury cases that day with the Age and Service breakdowns.
    FSO Treasury.Number of closed cases
    Number of the treasury cases that were closed today with the Age and Service breakdowns.
    FSO Treasury.Average time to close case
    Average number of the hours to close the treasury cases where the breakdown is Service. The score is calculated according to this formula: 
    [FSO Treasury.Summed duration of closed cases]/[FSO Treasury.Number of closed cases]
    FSO Treasury.Summed duration of closed cases
    Total number of hours to close the treasury cases that day with the Age and Service breakdowns.
    FSO Treasury.Number of new cases
    Number of the new treasury cases that were opened today with the Age and Service breakdowns. This indicator, when used with the Number of closed cases indicator, is used to compare and see the trend of the number of cases created versus the cases closed.
    FSO Treasury.Number of open cases is going to breach sla
    Number of the open treasury cases that day where the SLA-elapsed percentage is equal to or greater than 80 percent.
    FSO Treasury.Number of open cases breached sla
    Number of the open treasury cases that day that breached an SLA.

    Breakdowns

    • Age
    • Service

    Filters

    The following table shows the available filters in the Treasury Operations dashboard.
    Name Type Description
    FSO Treasury.Service Task record Fetches all the records from the Service Definition [sn_bom_service_definition] table where Task type starts with sn_bom_treasury and ends with service.
    Age Bucket Shows the age ranges in days for treasury cases.