Chief Financial Officer Dashboard indicators

reference australia Updated Sep 10, 2026 1 min read cfo-db-indicators.md
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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.activeCondition: 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.RejectedAdditional conditions: Event type = Financial Impact and Gross loss > $1,000,000.00

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