Dashboard

To access the Dashboard, select Dashboard from the navigation menu

The MIP Cloud Dashboard gives you a detailed summary of your organization's financial state for the current fiscal year. The system default view of the dashboard includes four Key Performance Indicators (KPIs) and three chart types (Bar graph, line charts, and donut charts). The charts and KPIs allow you to drill down to GL Codes and further down to the document list level.

 

 

Dashboard Selector

Select the drop-down at the top left corner of the page to display a dashboard of your choosing:

  • Dashboard (Default)
  • Accounts Payable
  • Accounts Receivable
  • Budget Monitoring
  • Cash Management
  • Executive View
  • Financial Performance

 

Dashboard Filter

Select Filter located next to the Dashboard Selector to filter the organizational data in your dashboard.

You can filter the results displayed by:

  • Chart of Account Segment filtered by Single Segment Code and Selected Code
  • Chart of Account Segment filtered by Report Group and Report Group Set/Report Group

 

1. Select a Chart of Accounts Segment segment from the drop-down list.

2. Select to Filter By either Single Segment Code or Report Group.

3. When you are finished with your selections, select Save.

Note: The current filter parameters will display next to the Filter icon. Select Remove to clear the filter parameters.
Filters stay applied until removed, even when logging in and out of MIP. Switching between dashboards changes the filter to the one applied for that particular dashboard.

 

Dashboard Refresh

Select the Refresh icon at the top right corner of page to replenish your Dashboard with the most recent data. The time stamp next to the refresh displays the last updated date and time.

 

Dashboard Creator

Select the Gear icon at the top right corner of the page to display Dashboard Options and create a custom dashboard with moveable dashboard widgets.

 

Charts

The system default set of charts shows role-related data such as comparative totals over time and/or a breakdown of revenue or expenses by designated categories. Select the charts to drill down further into the features and to the specific GL code documents. The fiscal year is determined by your organization's fiscal year date.

The following charts are available for display on the dashboard:

  • Trend Analysis | Net Income Year over Year: A line chart comparing the net income for the previous two fiscal years against the net income for the current fiscal year to date.
  • Actual Expense vs. Budget Expense: A chart comparing actual expenses to budgeted expenses for the current fiscal year to date. The chart includes two bars per month. The first bar indicates actual expense amounts while the second bar indicates budgeted expenses. Hovering over a bar to display a pop-up with the month and the exact amount details.
  • Revenue By Designation: A donut chart showing the organization's revenue for the year to date, broken down by designation. Only designations for which at least one transaction has been entered are displayed.
  • Expense By Designation: A donut chart showing the organization's expense for the year to date, broken down by designation. Only designations for which at least one transaction has been entered are displayed.
  • Aged Payables: A chart displaying the amount currently owed to creditors by the organization but not yet paid by current, 30-90 days, over 90 days, and the total to date. Hovering over a bar displays a pop-up with the exact amount details.
  • Aged Receivables: A chart displaying the amount currently owed or promised to the organization but not yet received by current, 30-90 days, over 90 days, and the total to date. Hovering over a bar displays a pop-up with the exact amount details.

 

KPIs

The system default KPIs on the dashboard display a snapshot of the organization's current financial status. Select an area within each of these boxes to drill down further into the features and to the specific GL code documents. The KPIs are displayed with their titles in the boxes as mentioned below:

  • Year to Date Net Income: The organization's total net income for the organization. Year to Date Net Income refers to the period beginning the first day of the fiscal year up to the current date.
  • Year to Date Cash Balance: The current total cash balance for the organization. Year to Date Cash Balance refers to the period beginning the first day of the fiscal year up to the current date.
  • Outstanding Receivables: The total amount currently owed or promised to the organization but not yet received.
  • Outstanding Payables: The total amount currently owed to creditors by the organization but not yet paid.