NFP (In DEV)

The data model encompasses views such as NFP - KPIs, NFP - Expenses, NFP chart, NFP - Net Income, NFP - Budget vs Actual, NFP, NFP Actual, and NFP - Revenue. It includes measures like Opening Balance, PTD Posting, YTD Posting, Ending Balance, Report Actual, Report Debit, Report Credit, Report Debit Amount, Report Actual Variance, Reporting Budget Actual, Reporting Budget Budget, Reporting Budget Budget Variance, Report YTD Posting, Report PTD Posting, Report Opening Balance (Year), Report Opening Balance (Period), Cash Flow Period Posting, Cash Flow Year to Date, End of Period Total Cash & Equivalent, Beginning of Year Total Cash & Equivalent, Report CF Posting, Report IS Actual, Report IS Actual LY, Report IS Actual Variance, Report Budget Actual, Report Budget Budget, Report Budget Budget Variance.

Benefits of This Data Model

• Enhanced Financial Analysis: By providing detailed views such as NFP - Expenses and NFP - Revenue, the data model enables a deeper understanding of the organization's financial performance.
• Improved Decision Making: The NFP chart view offers visual representations of key metrics, aiding stakeholders in making informed decisions based on clear insights.
• Budgeting Accuracy: With NFP - Budget vs Actual view, comparing planned budget figures with actual financial data becomes easier, leading to better budgeting strategies and resource allocation.
• Comprehensive Organizational Snapshot: The NFP view offers an overall financial snapshot of the organization's performance, giving a concise depiction of its health and standing.
• Effective Performance Monitoring: Through views like NFP - KPIs and NFP - Net Income, key performance indicators and insights into net income after expenses can be tracked, facilitating efficient performance monitoring.

Key Performance Indicators (KPIs)

• Opening Balance: Initial balance at the beginning of a period.
• PTD Posting: Posting that occurred within the current period-to-date.
• YTD Posting: Posting that occurred within the current year-to-date.
• Ending Balance: Balance at the end of a period.
• Report Actual: Actual reported value.
• Report Debit: Debit amount reported.
• Report Credit: Credit amount reported.
• Report Debit Amount: Total amount of debit transactions reported.
• Report Actual Variance: Variance between reported actual value and expected actual value.
• Reporting Budget Actual: Actual amount compared to budgeted amount.
• Reporting Budget Budget: Total budget amount.
• Reporting Budget Budget Variance: Variance between budgeted amount and actual amount.
• Report YTD Posting: Year-to-date posting reported.
• Report PTD Posting: Period-to-date posting reported.
• Report Opening Balance (Year): Opening balance at the beginning of the year.
• Report Opening Balance (Period): Opening balance at the beginning of the period.
• Cash Flow Period Posting: Posting relevant to the cash flow for the period.
• Cash Flow Year to Date: Cumulative cash flow recorded for the year up to the current period.
• End of Period Total Cash & Equivalent: Total cash and equivalent at the end of the period.
• Beginning of Year Total Cash & Equivalent: Total cash and equivalent at the beginning of the year.
• Report CF Posting: Cash flow related posting as reported.
• Report IS Actual: Actual income statement values.
• Report IS Actual LY: Actual income statement values for the previous year.
• Report IS Actual Variance: Variance in income statement actual values.
• Report Budget Actual: Actual values as per the budget.
• Report Budget Budget: Budgeted values.
• Report Budget Budget Variance: Variance between budgeted and actual values.

Available Visualizations

View Name	Description
NFP - KPIs (IN DEV)	Provides key performance indicators for measuring organizational success.
NFP - Expenses (IN DEV)	Displays detailed breakdown of expenses incurred by the organization.
NFP chart (IN DEV)	Visual representation of key metrics to aid in decision-making processes.
NFP - Net Income (IN DEV)	Offers insights into the organization's net income after expenses.
NFP - Budget vs Actual (IN DEV)	Compares planned budget figures with actual financial data for analysis.
NFP (IN DEV)	Overall financial snapshot of the organization's performance and health.
NFP Actual (IN DEV)	Detailed view of actual financial transactions and figures.
NFP - Revenue (IN DEV)	Breakdown of revenue sources and income streams for the organization.