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Summary views
Pre-built read-only roll-ups of the cost forecast by cost centre, geography, and value stream.
The full cost forecast lets you slice however you want — five group-by dimensions, four time periods, fully drillable. That power has a cost: it is not the right view for a quick read on "how much is engineering spending in EMEA next quarter" or "how much is going to the Platform value stream this year".
Summary views are the answer. Three pre-built reads, each scoped to one dimension, sized for board packs and Slack-able PNG exports.
The three summaries
| View | Path | Scope |
|---|---|---|
| Cost centres | /plan/[planId]/summary/cost-centers | Total cost per cost centre, with CapEx vs OpEx split |
| Geographies | /plan/[planId]/summary/geographies | Total cost per employee/contractor geography |
| Value streams | /plan/[planId]/summary/value-streams | Total cost per strategic value stream |
All three sit under summary/ rather than cost-forecast/ because they are designed for read-out, not analysis. They share the plan/scenario context with the forecast view — switch scenario and the summary updates.
What each view shows
The intent for all three is the same:
- A header with the plan/scenario name and the active date range.
- A primary chart appropriate to the dimension — a horizontal bar for cost centres, a stacked area for geographies over time, a treemap for value streams.
- A table beneath with the underlying numbers, sorted by total cost descending.
- Per-row drill-down into the forecast view pre-filtered to that dimension value.
WARNING
The three summary pages are currently rendered as placeholder views in the app — they show the plan title and a holding message, with the full chart and table layout still being built out. The route shape is stable; the contents will land in a follow-up.
Why pre-built summaries
The full forecast view is the workhorse, but it expects you to know what you are looking for. Summary views are the opposite — they are the canonical reads we recommend for:
- Monthly board prep — drop the cost centre summary into the deck.
- Strategic reviews — value stream summary shows where the investment mix sits.
- Geographic compliance — geography summary surfaces concentration risk and entity-level cost when you need it.
If you find yourself reproducing a summary view by hand from the forecast, that is a signal we should make the summary itself more useful — file a follow-up.
Permissions
All three summary views require FINANCIALS_VIEW_SUMMARY. Without it, the page renders the structure but no monetary values.
Related
- Cost Forecast overview — the full forecast view that summary roll-ups derive from.
- Cost centres — configuration for the cost centre dimension.
- Value streams — configuration for the value stream dimension.
- Geographies — configuration for the geography dimension.