CIA Dashboard Suite
Department Financial Transaction Review (DFTR) Dashboard
The Department Financial Transaction Review (DFTR) dashboard is a CFO Intelligence and Analytics (CIA) dashboard built in Power BI designed to facilitate automated, risk-based reconciliations and trend monitoring. The DFTR dashboard also provides metrics on key financial KPIs to facilitate trend and activity analysis.
This dashboard is intended for use by all tiers of fiscal staff and is recommended to replace the existing monthly reconciliation processes. As part of this dashboard, transactions that meet specific risk or trend-monitoring criteria will be flagged on a weekly and monthly basis.
Implementing DFTR as your Reconciliation Tool:
As part of this implementation, Financial Accountable Officers are encouraged to work together to determine the appropriate business process and implementation timeline for your areas. Financial Accountable Officers (FAOs) should consider designating a CIA Champion from their area(s) to learn more about the tool and lead implementation efforts.
DFTR Dashboard Information Sessions:
Fiscal staff are encouraged to work with their Department Financial Accountable Officers (DFAOs) to determine if they should attend DFTR information sessions.
Upcoming Sessions (Virtual):
Due to demand, we have divided the upcoming DFTR sessions into two formats:
DFAO Sessions:
Designed for Department Financial Accountable Officers—typically Tier 2 or Tier 3 reconcilers—these sessions will focus on helping departmental fiscal leaders understand the DFTR tool and begin envisioning their unit’s future reconciliation process.
| Information Session Date: | Option 1 | Option 2 | Option 3 |
| June 9th: | 9AM – 10AM (DFAOs) | 11AM – 12PM (DFAOs) | 2PM – 3PM (DFAOs) |
| June 12th: | 10AM – 11AM (DFAOs) | 11AM – 12PM (DFAOs) | 3PM – 4PM (DFAOs) |
General Overview Sessions:
These sessions will provide a walkthrough of the DFTR dashboard’s pages and overall functionality. They are intended for Tier 1 reconcilers who support their departments and want to engage in informed discussions with fiscal leadership about the tool.
| Information Session Date: | Option 1 | Option 2 | Option 3 |
| June 10th: | 9AM – 10AM (General) | 11AM – 12PM (General) | 2PM – 3PM (General) |
| June 11th: | 10AM – 11AM (General) | 11AM – 12PM (General) | 3PM – 4PM (General) |
| June 13th: | 9AM – 10AM (General) | 11AM – 12PM (General) | 2PM – 3PM (General) |
Health of a Unit (HOAU) Dashboard
This dashboard is designed to provide administrators and business officers with a comprehensive view of key financial information, along with operational data. This enables administrators to track financial health, identify trends, and monitor progress over periods.
This dashboard gives administrators and business officers a streamlined way to access critical financial and operational data. It gives users a straightforward way to track financial health, as well as employee and sponsored program data, ensuring they stay informed with ease. With real-time insights into spending patterns and resource allocation, administrators can ensure financial stability and make strategic decisions with confidence. By centralizing key metrics, the tool eliminates guesswork and supports data-driven financial oversight.
