Strategic Spend Tracking for PPM dashboard
The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time.
Note: Starting with version 1.1.0, the Strategic Spend Tracking for PPM dashboard is available in the Next Experience UI Framework. Navigate to All > Strategic Spend Tracking for PPM > Analytics.
You can analyze the total expenses, and drill down to what is contributing to the cost, and which departments and business units are spending.
[Omitted image "strategy_overview_dashboard.gif"] Alt text: The Strategy Overview tab
[Omitted image "strategy_detail_dashboard.png"] Alt text: The Strategy Detail tab
[Omitted image "goals_overview_dashboard.gif"] Alt text: The Goal Overview tab
[Omitted image "goals_details_dashboard.png"] Alt text: The Goal Detail tab
End user and roles
| End user and goal | Required role |
|---|---|
| Business Planner: Needs visibility into strategies and goals for projects and demands in the organization. | business_planner |
Note:
Starting with the Brazil release, Business Planner plugin and Business Planner role are being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.
Indicators
The dashboard contains the following indicators for strategies:
-
Projects
Comparison of aligned and unaligned projects for strategies.
-
Aligned Projects
Count of the projects aligned to strategies.
-
Unaligned Projects
Count of the projects not aligned to strategies.
-
Planned Cost
Comparison of aligned and unaligned planned cost for strategies.
-
Planned Cost - Aligned Projects
Total planned cost for all projects aligned to strategies.
-
Planned Cost - Unaligned Projects
Total planned cost for all projects not aligned to strategies.
-
Total Benefit
Comparison of aligned and unaligned benefit amount for strategies.
-
Total Benefit - Aligned Projects
Total benefit amount for all projects aligned to strategies.
-
Total Benefit - Unaligned Projects
Total benefit amount for all projects not aligned to strategies.
-
Actuals
Comparison of aligned and unaligned actual cost for strategies.
-
Actuals - Aligned Projects
Total actual cost for all projects aligned to strategies.
-
Actuals - Unaligned Projects
Total actual cost for all projects not aligned to strategies.
The dashboard contains the following indicators for goals:
-
Projects
Comparison of aligned and unaligned projects for goals.
-
Aligned Projects
Count of the projects aligned to goals.
-
Unaligned Projects
Count of the projects not aligned to goals.
-
Planned Cost
Comparison of aligned and unaligned planned cost for goals.
-
Planned Cost - Aligned Projects
Total planned cost for all projects aligned to goals.
-
Planned Cost - Unaligned Projects
Total planned cost for all projects not aligned to goals.
-
Total Benefit
Comparison of aligned and unaligned benefit amount for goals.
-
Total Benefit - Aligned Projects
Total benefit amount for all projects aligned to goals.
-
Total Benefit - Unaligned Projects
Total benefit amount for all projects not aligned to goals.
-
Actuals
Comparison of aligned and unaligned actual cost for goals.
-
Actuals - Aligned Projects
Total actual cost for all projects aligned to goals.
-
Actuals - Unaligned Projects
Total actual cost for all projects not aligned to goals.
Breakdowns
The dashboard includes the following breakdowns:
- Strategy
- Goal
- Project Cost
- Project Benefit
- Actuals
Data visualizations
The dashboard includes the following visualizations for strategies:
| Title | Type | Description |
|---|---|---|
| Project Cost | Bar chart [Omitted image "column-icon.png"] Alt text: Bar chart | Comparison of total planned and actual costs for all projects grouped by fiscal period for strategies. |
| Project Benefit | Bar chart [Omitted image "column-icon.png"] Alt text: Bar chart | Comparison of total planned and actual benefits for all projects grouped by fiscal period for strategies. |
| Project Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of projects by strategy. |
| Planned Cost Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of planned cost of projects by strategy. |
| Planned Benefit Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of planned benefit of projects by strategy. |
The dashboard includes the following visualizations for goals:
| Title | Type | Description |
|---|---|---|
| Project Cost | Bar chart [Omitted image "column-icon.png"] Alt text: Bar chart | Comparison of total planned and actual costs for all projects grouped by fiscal period for goals. |
| Project Benefit | Bar chart [Omitted image "column-icon.png"] Alt text: Bar chart | Comparison of total planned and actual benefits for all projects grouped by fiscal period for goals. |
| Project Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of projects by goals. |
| Planned Cost Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of planned cost of projects by goals. |
| Planned Benefit Distribution | Pie chart[Omitted image "donut-icon.png"] Alt text: Pie chart | Breakdown of the distribution of planned benefit of projects by goals. |
Parent Topic:Strategic Spend Tracking for PPM
---
title: Strategic Spend Tracking for PPM dashboard
description: The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/ppm-collaboration/ppm-strategic-spend-tracking-dashboard.html
release: brazil
product: PPM Collaboration
classification: ppm-collaboration
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Strategic spend tracking, Project Portfolio Management, Strategic Portfolio Management]
---
# Strategic Spend Tracking for PPM dashboard
The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time.
**Note:** Starting with version 1.1.0, the Strategic Spend Tracking for PPM dashboard is available in the Next Experience UI Framework. Navigate to **All** > **Strategic Spend Tracking for PPM** > **Analytics**.
You can analyze the total expenses, and drill down to what is contributing to the cost, and which departments and business units are spending.
\[Omitted image "strategy\_overview\_dashboard.gif"\] Alt text: The Strategy Overview tab
\[Omitted image "strategy\_detail\_dashboard.png"\] Alt text: The Strategy Detail tab
\[Omitted image "goals\_overview\_dashboard.gif"\] Alt text: The Goal Overview tab
\[Omitted image "goals\_details\_dashboard.png"\] Alt text: The Goal Detail tab
## End user and roles
|End user and goal|Required role|
|-----------------|-------------|
|Business Planner: Needs visibility into strategies and goals for projects and demands in the organization.|business\_planner|
**Note:**
Starting with the Brazil release, Business Planner plugin and Business Planner role are being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.
## Indicators
The dashboard contains the following indicators for strategies:
- **Projects**
Comparison of aligned and unaligned projects for strategies.
- **Aligned Projects**
Count of the projects aligned to strategies.
- **Unaligned Projects**
Count of the projects not aligned to strategies.
- **Planned Cost**
Comparison of aligned and unaligned planned cost for strategies.
- **Planned Cost - Aligned Projects**
Total planned cost for all projects aligned to strategies.
- **Planned Cost - Unaligned Projects**
Total planned cost for all projects not aligned to strategies.
- **Total Benefit**
Comparison of aligned and unaligned benefit amount for strategies.
- **Total Benefit - Aligned Projects**
Total benefit amount for all projects aligned to strategies.
- **Total Benefit - Unaligned Projects**
Total benefit amount for all projects not aligned to strategies.
- **Actuals**
Comparison of aligned and unaligned actual cost for strategies.
- **Actuals - Aligned Projects**
Total actual cost for all projects aligned to strategies.
- **Actuals - Unaligned Projects**
Total actual cost for all projects not aligned to strategies.
The dashboard contains the following indicators for goals:
- **Projects**
Comparison of aligned and unaligned projects for goals.
- **Aligned Projects**
Count of the projects aligned to goals.
- **Unaligned Projects**
Count of the projects not aligned to goals.
- **Planned Cost**
Comparison of aligned and unaligned planned cost for goals.
- **Planned Cost - Aligned Projects**
Total planned cost for all projects aligned to goals.
- **Planned Cost - Unaligned Projects**
Total planned cost for all projects not aligned to goals.
- **Total Benefit**
Comparison of aligned and unaligned benefit amount for goals.
- **Total Benefit - Aligned Projects**
Total benefit amount for all projects aligned to goals.
- **Total Benefit - Unaligned Projects**
Total benefit amount for all projects not aligned to goals.
- **Actuals**
Comparison of aligned and unaligned actual cost for goals.
- **Actuals - Aligned Projects**
Total actual cost for all projects aligned to goals.
- **Actuals - Unaligned Projects**
Total actual cost for all projects not aligned to goals.
## Breakdowns
The dashboard includes the following breakdowns:
- Strategy
- Goal
- Project Cost
- Project Benefit
- Actuals
## Data visualizations
The dashboard includes the following visualizations for strategies:
|Title|Type|Description|
|-----|----|-----------|
|Project Cost|Bar chart \[Omitted image "column-icon.png"\] Alt text: Bar chart|Comparison of total planned and actual costs for all projects grouped by fiscal period for strategies.|
|Project Benefit|Bar chart \[Omitted image "column-icon.png"\] Alt text: Bar chart|Comparison of total planned and actual benefits for all projects grouped by fiscal period for strategies.|
|Project Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of projects by strategy.|
|Planned Cost Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of planned cost of projects by strategy.|
|Planned Benefit Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of planned benefit of projects by strategy.|
The dashboard includes the following visualizations for goals:
|Title|Type|Description|
|-----|----|-----------|
|Project Cost|Bar chart \[Omitted image "column-icon.png"\] Alt text: Bar chart|Comparison of total planned and actual costs for all projects grouped by fiscal period for goals.|
|Project Benefit|Bar chart \[Omitted image "column-icon.png"\] Alt text: Bar chart|Comparison of total planned and actual benefits for all projects grouped by fiscal period for goals.|
|Project Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of projects by goals.|
|Planned Cost Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of planned cost of projects by goals.|
|Planned Benefit Distribution|Pie chart\[Omitted image "donut-icon.png"\] Alt text: Pie chart|Breakdown of the distribution of planned benefit of projects by goals.|
**Parent Topic:**[Strategic Spend Tracking for PPM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/ppm-collaboration/ppm-strategic-spend-tracking-overview.md)
| title | Strategic Spend Tracking for PPM dashboard |
| description | The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/ppm-collaboration/ppm-strategic-spend-tracking-dashboard.html |
| release | brazil |
| product | PPM Collaboration |
| classification | ppm-collaboration |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Strategic spend trackingProject Portfolio ManagementStrategic Portfolio Management |