Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to Use the Finance Performance Dashboard

This article explains how to visualize and interpret the Finance Performance dashboard in AIZOPlan, part of the Strategy Dashboard suite. It provides  Strategy Leaders with real-time insights into budgets, investments, spending, and financial flows across Strategic Goals, portfolios, programs, and projects.

The Strategy Dashboard consolidates four complementary views:

  1. Finance Performance

  2. Risk Performance

  3. Strategy Performance

  4. Project Performance

Each view can be displayed:

  • Across all Strategic Goals (global execution visibility), or

  • Focused on one Strategic Goal (targeted view on its initiatives and outcomes)

 

🔍Overview

The Finance Performance Dashboard in AIZOPlan provides executives and strategic leaders with a consolidated, real-time view of how budgets, investments, and actual spending flow across the enterprise.

It helps answer the fundamental questions every financial leader faces:

  • Are we investing in the right priorities?

  • Are OPEX and CAPEX aligned with strategic goals?

  • Where do we see overspending, underspending, or financial tension?

  • How efficiently are funds being consumed across portfolios and programs?

AIZOPlan turns raw financial data into actionable financial intelligence—helping leaders optimize investments, anticipate risks, and ensure every dollar contributes measurable strategic value.

📌 Step 1 — Access the Finance Performance Dashboard

  • Navigate to the main menu:
    Strategy > Track > Strategy Dashboard

Then select Finance Performance from the list of Dashboards.


You may switch between:

  • All Strategic Goals, or

  • One selected Strategic Goal

depending on your analysis needs.

📌 Step 2 — Understand the Four Components of Finance Performance

1️⃣ Financial Summary Cards

These five indicators provide an immediate executive-level snapshot of enterprise financial health.

✔ Global Budget

Total approved budget for the selected period.
Helps executives understand the financial envelope available for strategic and operational initiatives.

✔ Current Year Global Investment

Portion of the multi-year budget already committed to investments.
Reveals if funding commitments are aligned with expectations for the year.

✔ Spend

Total actual consumption of committed investments.
A high ratio of Spend vs. Investment may indicate accelerated execution—or overspending pressure.

✔ Net Transfers

Shows transfers between portfolios or budget sources.
Large inflows/outflows reveal reallocation pressure or shifting priorities.

✔ Strategy Score

The average performance of all Key Results linked to the selected Strategic Objectives.
Provides a quick link between financial posture and strategic progress.

2️⃣ Budget vs. Investment vs. Spend

This chart compares three essential financial layers:

  • Budget → Approved multi-year funding envelope

  • Investment → Funds committed to execution

  • Spend → Actual consumption

It provides insight into the financial dynamics of CAPEX and OPEX.

 

 

Use this chart to:

  • Detect over- or under-investment

  • Monitor execution vs. financial commitments

  • Identify early overspending or delayed investment

  • Support reallocation and optimization decisions

Common findings:

  • High OPEX consumption: may reflect operational pressure

  • Low CAPEX execution: may indicate delivery delays

  •  

3️⃣ Transfers Net & Flow

This visualization shows:

  • Total transfers

  • Internal inflows

  • Internal outflows

  • Net flow

Across:

  • Strategies

  • Portfolios

  • Programs

  • Investment sources

What it reveals:

  • Rising trend → receiving more funding

  • Falling trend → sending out funds or reallocations

  • Stable trend → balanced distribution

Why it matters:

  • Identifies portfolios under financial pressure

  • Supports transparent reallocation

  • Ensures funding follows strategic priorities

4️⃣ Investment Distribution Heatmap

The heatmap displays how investments from budget sources are allocated across portfolios.

 

Color legend

Color Meaning
🔴 Red Over-utilized (>100%)
🟠 Orange High utilization (80–100%)
🟡 Yellow Moderate (50–80%)
🟢 Green Low utilization (<50%)
⚪ Grey Not utilized

Use this heatmap to:

  • Spot overfunded or underfunded portfolios

  • Detect unhealthy distribution patterns

  • Justify new funding or capacity needs

  • Align funding with strategic priorities

🔍 When to Use the Finance Performance Dashboard

Use this dashboard to support:

  • Quarterly business reviews

  • CAPEX/OPEX governance

  • Funding optimization decisions

  • Executive-level strategic prioritization

  • Early detection of financial risks

  • Ensuring investment–strategy alignment

✅ Summary

The Finance Performance Dashboard provides:

✔ Full transparency on enterprise financial health
✔ Early detection of overspending and inefficiencies
✔ Clarity on how funds flow across the organization
✔ Evidence-based decisions for strategic funding
✔ An integrated view supporting Lean Budgeting

AIZOPlan ensures leaders move from reactive budgeting to strategic investment governance.