Balance Sheet (+Budget)

by Tableau

Free

Description

The Tableau Accelerator for Balance Sheet (+Budget) gives you a jumpstart to data-driven insights on your organization’s assets and liabilities at a specific point in time.

CFOs and CEOs can use this Accelerator to better understand their financial picture to support business strategy.

A current asset is any asset that will provide an economic value for or within one year. Total assets accounts for all current assets, but also for long-term fixed assets, intangible assets, and other non-current assets.

Current liabilities are short-term financial obligations that are due either in one year or within the company’s operating cycle. Current liabilities are different from long-term liabilities, which refer to debts or obligations that are due in more than a year. “Total Liabilities” are “Current Liabilities” + “Long-term Liabilities”.

Answer key business questions

  • What is our organization’s financial situation?
  • How are our liabilities financed?
  • How well do we perform compared to budget?
  • What is your working capital?
  • What are our total equity and debt to equity ratio?

Monitor and improve KPIs

  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Current Assets (Budget)
  • Current Liabilities (Budget)
  • Total Assets (Budget)
  • Total Liabilities (Budget)
  • Working Capital
  • Working Capital ratio
  • Liquidity ratio
  • Total Equity
  • Debt to equity ratio
  • Working Capital (Budget)
  • Working Capital ratio (Budget)
  • Liquidity ratio (Budget)
  • Total Equity (Budget)
  • Debt to equity ratio (Budget)

Required attributes

  • Month (date)
  • Company (string)
  • Actual - Current Assets (numeric)
  • Actual - Current Liabilities (numeric)
  • Actual - Total Assets (numeric)
  • Actual - Total Liabilities (numeric)
  • Budget - Current Assets (numeric)
  • Budget - Current Liabilities (numeric)
  • Budget - Total Assets (numeric)
  • Budget - Total Liabilities (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services

Latin America

  • Nexolution - Business optimization througth Data Analytics and Solutions
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator