As of December 2024, new finance dashboards provide managers and budget holders with instant access to key finance performance data. These dashboards reflect core Our Resources elements of the Operational & Clinical Excellence Framework and can be accessed via YourInsights.
Finance data can be triangulated with workforce and clinical information by comparing to other BI reports using the Definitive Team List (DTL). For example, a team leader might bookmark a few key reports on the YourInsights homepage, and review these for their team on a regular basis.
The BI service is currently working with finance colleagues to develop a more direct triangulation report, called the “Our Resources dashboard”.
By extracting core finance metrics into the same report “model” as the Our People dashboard, metrics will be comparable on the same screen, using just one table or chart. Note that the Our Resources dashboard will link directly through to the existing finance reports, rather than duplicating.
Simplified access to data is something that staff have asked for as part of the “Your Voice, Your Change” conversations, and this is an important step towards delivering that improvement.