Budget holder dashboard

using PowerBI

Airedale NHS Foundation Trust, North East and Yorkshire, Acute



The problem

The Management Accounts team needs to engage with the budget holders using the most user-friendly and efficient outputs because otherwise they can become overwhelmed with documents and information which can lead to disengagement and a lack of control of the financial position.

The challenge

How might we empower the budget holders so that they engage with the depth of financial information available and support them to identify waste reduction?

The outputs

The tangible products that came from the innovation was:

  • Easy to update files
  • Detailed trend analysis
  • Ease of use for end user

The outcome

The benefits to the organisation because of the innovation as a result of the innovation were that less time was spent by Management Accounts putting together data from various sources. The budget holders are more willing to engage with their financial figures irrelevant of their level of understanding of finance. A lot of data is available in one place and makes extraction easier.

The Innovation

Read the full innovation on the budget holder dashboard using PowerBI

All the documents and resources relating to this innovation can be found in the downloads section at the bottom of the page.

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Innovation Q&A

Innovation showcase, 8th July 2022

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What the peer-reviewers said

“I think this is a great innovation and can testify to the power of using these kinds of dashboards for a multitude of different datasets, not just financial.”

“It is a good innovation that links to the strategic theme of NHSX and finance community to maximise use of data to inform strategic decision making.”

“I think this kind of reporting also empowers finance teams and frees up their time to focus on bigger issues in the organisation rather than manually manipulating data and creating reports.”

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Here are all of the documents and resources related to this innovation

Innovation H1

Budget holder dashboard using PowerBI