0
2.0.1
Zurich Patch 3
The Chief Financial Officer Dashboard brings together data from Performance Analytics for PPM, Software Asset Management Professional, Sourcing and Procurement Operations, and GRC: Advanced Risk to provide a unified view of financial performance, spend optimization, and risk exposure.
- Financial KPIs: Preconfigured indicators for revenue, expenses, profit margin, operating cost, and budget utilization.
- Interactive Analytics: Drillable visualizations and contextual filters to analyze performance by department, business unit, or region.
- Budget and Spend Tracking: Monitors actuals vs. forecast, variance trends, and capital allocation.
- Operational Efficiency Metrics: Highlights areas of overspend, delayed returns, or underperforming investments.
- Role-Based Views: Custom layouts for CFOs, controllers, and finance business partners.
- Native Experience: Built on Inline Dashboards for consistency, scalability, and faster performance across the Now Platform.
New
- Rebuilt Using Platform Analytics Inline Dashboards: The CFO Dashboard has been rebuilt to leverage ServiceNow’s Inline Dashboards for a native, streamlined user experience.
- Financial Insight and Oversight: Offers a holistic view of financial health, spend efficiency, and value realization across the enterprise.
- Modern Dashboard Features: Includes inline filtering, interactive drilldowns, and role-based layouts for faster decision-making.
- Actionable Financial Intelligence: Enables proactive identification of cost optimization and reinvestment opportunities through integrated workflows.
Removed
- UI Builder Dependency: Fully migrated from legacy UI Builder implementations to Inline Dashboards.
The CFO Dashboard application is free from the ServiceNow Store. However, the contents of the dashboard require professional entitlements to the following applications:
- Performance Analytics (PPM)
- Performance Analytics – Software Asset Management Professional
- Performance Analytics for Sourcing and Procurement Operations
- GRC: Advanced Risk
These solutions consist of Platform Analytics indicators and associated data collection jobs, used by the metrics on the Chief Financial Officer Dashboard. If you don’t have the prerequisite licenses, the installation proceeds. However, without the required plugins (found in the application manager) and applications (found in the ServiceNow store) and the underlying data, the dashboard won’t show any relevant metrics. If you have any questions about your licensing and entitlements, consult your account executive.