Plan and track financial data

A start-to-finish guide to planning, forecasting, and tracking financial data in Focus, from initial site setup through your first set of charts.

Track budgets, costs, and benefits alongside your strategic goals in Focus. See how the core financial concepts fit together.

Configure the fiscal year, currency, and categories your team needs before tracking costs, benefits, and budgets in Focus.

Use CSV files to bulk-import financial data into Focus, update existing items, or export to update many rows at once.

A reference for CSV import errors on the Funds tab. Each message explained, with what caused it and what to change in your file.

Set the total funding target for a focus area for a fiscal year and break it down across sub-focus areas to track funding by team or workstream.

Create, edit, categorize, link, and delete the cost and benefit items that make up your financial tracking in Focus.

Enter and update the monthly forecast and actual values that power trend charts, summary tiles, and variance analysis in Focus.

Lock in a snapshot of your approved cost or benefit plan so you can measure variance over time as forecasts and actuals change in Focus.

Read the charts, summary tiles, and item grids on the Funds tab to spot trends, track variance, and see how your financial plan is performing.

Ask Rovo questions about the financial data on a focus area to surface insights, identify trends, and explain what's driving variance.