Budget Tracking Dashboard
The Budget Tracking Dashboard pulls each program's budget spreadsheet and the finance system of record into one aggregate, weekly model of how every program is tracking against its budget. It opens on a portfolio overview with per-program spend bars, drills from program detail down to subprograms, and tracks progress against quarterly targets, plus a filterable program and subprogram table and an About view. Each program reported its budget differently, so the model standardizes and reconciles those sources into one comparable picture and flags where they disagree. Every figure stays aggregate and program-level or subprogram-level, and each chart carries a data-table alternative so it never relies on color alone.
- Role
- Product Manager
- Type
- Budget tracking analytics dashboard
- Status
- Complete
- PRD
- Charter
- User Guide
- Test Scripts
- Skeletal App Demo
Problem
- Leadership constantly asked where the money stood across the whole portfolio.
- Answering it meant stitching together a separate budget spreadsheet for every program and the finance system of record by hand.
- Each program reported its budget differently, so the numbers were hard to compare.
- When sources disagreed, there was no consistent way to flag it, and gaps could show as a misleading zero.
- Program managers and finance had no browsable view of spend against target across programs.
Solution
- Combined every program's budget spreadsheet and the finance system of record into one consistent model.
- Scoped the standardize-and-reconcile step that makes many inconsistent sources comparable.
- Defined the flag logic that marks where sources disagree.
- Designed the drill-down from portfolio overview to program to subprograms.
Results
- Cut the manual, spreadsheet-by-spreadsheet stitching to answer where the money stands.
- Made programs comparable despite each reporting its budget differently.
- Flagged disagreeing sources and showed unreconciled values as Not reported, never a misleading zero.
- Gave leadership a drill-down from the whole portfolio to a single subprogram.
What you can explore here
- The skeletal dashboard below is an interactive prototype that renders a static, pre-baked snapshot of aggregate, sample program data. The overview, program drill-down, progress-versus-target, and the program and subprogram table are all present, with accessible charts that each carry a data-table alternative and never rely on color alone. The program selector, scope and quarter controls, search, filters, and column sorting all work client-side over the inlined snapshot; there is no backend, no login, and no data collection.
- Aggregate-only, with honest gaps. Figures are program-level and subprogram-level only. A value that could not be reconciled or refreshed is shown as "Not reported" and flagged "Needs review", never a misleading zero. Status is always shown in text with a supporting icon, never color alone.
Skeletal App Demo
Fiscal Year 2025
Portfolio Overview
- Allocated budget$48.60M
- Committed$12.00M
- Spent$30.40M
- Remaining$6.20M
- Programs flagged21 over budget, 1 needs review
F Facilities and Operations is over budget: committed plus spent ($5.80M) exceeds allocated budget ($5.20M). E IT and Data needs review: a subprogram is missing this week's refresh.
- Spent
- Committed
- Remaining
- Over allocated
Show data table
| Program | Allocated | Committed | Spent | Remaining | Percent spent | Status |
|---|---|---|---|---|---|---|
| A Product Innovation | $9.20M | $2.10M | $5.40M | $1.70M | 58.7% | On track |
| B Brand Marketing | $7.80M | $1.30M | $5.90M | $0.60M | 75.6% | On track |
| C Supply Chain Modernization | $11.40M | $4.60M | $4.20M | $2.60M | 36.8% | On track |
| D Customer Experience | $6.30M | $0.90M | $3.80M | $1.60M | 60.3% | On track |
| E IT and Data | $8.70M | $2.40M | $6.00M | $0.30M | 69.0% | Needs review |
| F Facilities and Operations | $5.20M | $0.70M | $5.10M | ($0.60M) | 98.1% | Over budget |
Remaining equals allocated budget minus committed minus spent. Bars are scaled to the largest allocated program; full figures are in the table.
Drill-down
Program Detail
Select a program to see its subprograms and its spend across the fiscal year. Subprograms roll up to the program total.
- Allocated$9.20M
- Committed$2.10M
- Spent$5.40M
- Remaining$1.70M
- Percent spent58.7%
Subprogram figures sum to the program total within rounding.
Subprograms of A Product Innovation
| Subprogram | Allocated | Committed | Spent | Remaining | Percent spent | Status |
|---|---|---|---|---|---|---|
| A1 New Product Development | $4.50M | $1.10M | $2.70M | $0.70M | 60.0% | On track |
| A2 Packaging Redesign | $2.90M | $0.60M | $1.80M | $0.50M | 62.1% | On track |
| A3 Materials Research | $1.80M | $0.40M | $0.90M | $0.50M | 50.0% | On track |
| A total | $9.20M | $2.10M | $5.40M | $1.70M | 58.7% | On track |
Show data table
| Month | Cumulative spend |
|---|---|
| Jan | $0.49M |
| Feb | $1.08M |
| Mar | $1.67M |
| Apr | $2.27M |
| May | $2.92M |
| Jun | $3.56M |
| Jul | $4.16M |
| Aug | $4.81M |
| Sep | $5.40M |
| Oct | Pending |
| Nov | Pending |
| Dec | Pending |
Versus target
Progress vs Target
Cumulative spend against the quarterly spend target for the selected scope.
Showing the whole portfolio.
- Target
- Actual
Show data table
| Quarter | Target (cumulative) | Actual (cumulative) | Variance |
|---|---|---|---|
| Q1 | $10.00M | $9.40M | ($0.60M) under target |
| Q2 | $22.00M | $20.10M | ($1.90M) under target |
| Q3 | $34.00M | $30.40M | ($3.60M) under target |
| Q4 | $46.00M | Pending | Pending |
Negative variance means spend is below the quarterly target. Q4 is pending.
All items
Program and Subprogram Table
Every program and subprogram. Filter and sort. Values that could not be refreshed show as Not reported.
Showing all 24 items.
| Level | Program | Status | ||||||
|---|---|---|---|---|---|---|---|---|
| A Product Innovation | Program | A | $9.20M | $2.10M | $5.40M | $1.70M | 58.7% | On track |
| A1 New Product Development | Subprogram | A | $4.50M | $1.10M | $2.70M | $0.70M | 60.0% | On track |
| A2 Packaging Redesign | Subprogram | A | $2.90M | $0.60M | $1.80M | $0.50M | 62.1% | On track |
| A3 Materials Research | Subprogram | A | $1.80M | $0.40M | $0.90M | $0.50M | 50.0% | On track |
| B Brand Marketing | Program | B | $7.80M | $1.30M | $5.90M | $0.60M | 75.6% | On track |
| B1 Campaigns | Subprogram | B | $3.60M | $0.60M | $2.90M | $0.10M | 80.6% | On track |
| B2 Creative and Content | Subprogram | B | $2.40M | $0.40M | $1.80M | $0.20M | 75.0% | On track |
| B3 Brand Research | Subprogram | B | $1.80M | $0.30M | $1.20M | $0.30M | 66.7% | On track |
| C Supply Chain Modernization | Program | C | $11.40M | $4.60M | $4.20M | $2.60M | 36.8% | On track |
| C1 Warehouse Automation | Subprogram | C | $5.00M | $2.20M | $1.80M | $1.00M | 36.0% | On track |
| C2 Logistics Network | Subprogram | C | $3.80M | $1.50M | $1.50M | $0.80M | 39.5% | On track |
| C3 Supplier Integration | Subprogram | C | $2.60M | $0.90M | $0.90M | $0.80M | 34.6% | On track |
| D Customer Experience | Program | D | $6.30M | $0.90M | $3.80M | $1.60M | 60.3% | On track |
| D1 Support Platform | Subprogram | D | $2.80M | $0.40M | $1.80M | $0.60M | 64.3% | On track |
| D2 Self-Service Portal | Subprogram | D | $2.10M | $0.30M | $1.30M | $0.50M | 61.9% | On track |
| D3 Voice of Customer | Subprogram | D | $1.40M | $0.20M | $0.70M | $0.50M | 50.0% | On track |
| E IT and Data | Program | E | $8.70M | $2.40M | $6.00M | $0.30M | 69.0% | Needs review |
| E1 Core Systems Upgrade | Subprogram | E | $3.30M | $0.80M | $2.30M | $0.20M | 69.7% | On track |
| E2 Analytics Platform | Subprogram | E | $3.10M | $0.90M | Not reported | Not reported | Not reported | Needs review |
| E3 Security and Access | Subprogram | E | $2.30M | $0.70M | $1.30M | $0.30M | 56.5% | On track |
| F Facilities and Operations | Program | F | $5.20M | $0.70M | $5.10M | ($0.60M) | 98.1% | Over budget |
| F1 Building Systems | Subprogram | F | $2.40M | $0.30M | $2.50M | ($0.40M) | 104.2% | Over budget |
| F2 Maintenance | Subprogram | F | $1.80M | $0.20M | $1.70M | ($0.10M) | 94.4% | Over budget |
| F3 Workplace Services | Subprogram | F | $1.00M | $0.20M | $0.90M | ($0.10M) | 90.0% | Over budget |
No items match your filters. Clear a filter to see more.
About
About the Budget Tracking Dashboard
What it is
The Budget Tracking Dashboard consolidates each program's budget spreadsheet and the finance system of record into one aggregate model that refreshes weekly, so leadership sees one current view of budget tracking across the portfolio.
How to read it
- Allocated budget
- The budget assigned to the program for the fiscal year.
- Committed
- Funds committed or reserved but not yet paid out.
- Spent
- Actuals paid to date.
- Remaining
- Allocated budget minus committed minus spent.
- Percent spent
- Spent divided by allocated budget.
- Forecast
- A simple pace-based projection of full-year spend.
- Quarterly target
- The planned cumulative spend at the end of each quarter.
Flag logic
Over budget means committed plus spent exceeds allocated budget, so remaining is negative. Needs review means a subprogram does not roll up within rounding, a weekly refresh is missing or stale, or a figure could not be reconciled.
Coverage and limitations
Figures are aggregate. Values that could not be reconciled or refreshed are shown as Not reported and flagged Needs review. The forecast is a simple pace-based projection.
Provenance
Fiscal Year 2025. Refreshed weekly. Snapshot refresh date: Oct 3, 2025.
Privacy
Aggregate figures only. All figures are sample data for display only. No personal data is present.
Static demonstration snapshot. All figures are sample data for display only. No live pipeline.