Chief Financial Officer Dashboard indicators

  • Release version: Zurich
  • Updated September 23, 2025
  • 1 minute to read

    • Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.

    This dashboard employs all three kinds of indicators, Automated, Formula, and Manual. For more information about configuring indicators, see
    Column Indicator Source plugin Indicator type Indicator source / Formula calculation / Additional conditions
    Portfolio Health Variance by portfolio Formula [[PPM - Planned Cost]]-[[PPM - Actual Cost]]
    Portfolio Health PPM - Number of Active Projects With negative ROI Automated PPM.projects.active

    Condition: Planned ROI % < 0
    Software Investment % Spend in Use Formula 100-(([[Potential Savings]]+[[Over-licensed Amount]])/[[Software Spend]]*100)
    Software Investment Potential savings Automated SAM Removal Candidates Weekly
    • Condition: Active = true
    • Calculation: Sum (potential_savings)
    Software Investment Actual Savings Year-to-date Automated SAM Inactive Removal Candidates Monthly
    • Additional conditions: State = Closed Complete and Closed on This month
    • Calculation: Sum (potential_savings)
    Procurement Purchase Line Total Negotiated Savings Formula [[Purchase Line Negotiated Savings]] - [[Parent Line Negotiated Savings]]
    Procurement Number of Open Negotiations Automated Source: Negotiation.Open
    Audit & Risk Total Net Loss Automated Risk.Event.Non.Rejected
    • Condition: Event type = Financial Impact
    • Calculation: Sum (net_amount)
    Audit & Risk # of events with impact > 1 M Automated Risk.Event.Non.Rejected

    Additional conditions: Event type = Financial Impact and Gross loss > $1,000,000.00