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Financial view
The Financial view is the cost-side counterpart to the Strategy view. Six pre-built charts that answer "where is the money going, and is it going where the budget said it would". Same date range control, same scenario-aware rendering, same load-on-demand performance.
This is the CFO's page. Permission-gated behind FINANCIALS_VIEW_SUMMARY — if you cannot see it, ask your admin.
What you see
| Chart | What it shows |
|---|---|
| Team Burn Rate Heatmap | Monthly variance from budget, per team, colour-coded by severity. Red squares are where to look first. |
| Budget vs Actuals vs Forecast | Three lines over time. Where the gaps open up is where your variance review starts. |
| Cumulative CapEx | Year-to-date capitalisable spend with the safe-harbour band overlaid. Stay inside the band, keep the auditors happy. |
| Labor Mix | Stacked breakdown of FTE vs contractor vs agency cost over time. Tracks drift from your target mix. |
| Zombie Project Costs | Spend on projects with no recent activity. The "pay attention to this" list. |
| Unit Economics (ADR) | Average daily rate trend. Tells you whether your blended cost per engineer-day is moving with or against your plan. |
Date range
Single picker at the top, default 12 months from start of current month. URL carries the range so links are reproducible.
Performance
Charts load independently. The page shell renders immediately; each chart shows a skeleton until its query returns. A slow chart does not hold up the others.
Permission gating
You need FINANCIALS_VIEW_SUMMARY to see this page at all. Cost data is sensitive — most ICs and EMs do not have this permission by default. See Roles and permissions for the configuration.
WARNING
Permission state is server-enforced. You cannot work around it by URL-manipulation. If you need access, the right path is your admin.
Scenario-aware
The financial view runs against the active plan. Open it inside a scenario to see the cost picture if those changes were applied. Particularly useful for restructuring scenarios — does the labor mix improve, does CapEx land inside the safe harbour, does the burn rate flatten?
When to use this vs the Finance pillar
The Financial view is for trend monitoring and quick variance scans. For audit-grade workflows — CapEx claim review, R&D Tax claim review, budget request approvals — go to the Finance pillar. It owns the workflows; this view owns the at-a-glance.
Where to go next
- Strategy view — the operational counterpart.
- Variance Tracking — the workflow side of variance reviews.
- Cost Capitalisation — the workflow side of CapEx.
- Cost attribution — how the numbers on every chart get computed.