Using the Budget Comparison Dashboard Configuration Page

You can access the dashboard configuration page from the Budget Comparison dashboard. The dashboard configuration page enables you to configure actuals in order to compare them with budgets and budget versions.

Note:

The configuration page is not supported on mobile devices.

To perform these steps, ensure that you:

  • Have the Analytics Platform Admin permission set.
  • Are using the Analytics Studio app (not the Analytics app).

To configure your dashboard:

  1. From the Budget Comparison dashboard, click to open the dashboard configuration page.
  2. Click Edit.
  3. In the Income field, select one or more revenue accounts.
  4. In the Expenses field, select one or more costs accounts.
  5. Click Save to save your selection.
  6. Click to return to the Budget Comparison dashboard.

Your dashboard is configured. To update these settings at any time from the Analytics Studio, click in the Budget Comparison dashboard.