Performance Dashboard
What you get
- A definition for every indicator: Written in plain language and held next to the figure, so there is no separate glossary to hunt for.
- Interpretation of the reading: What a high or low value signals, what it means for the organisation, and where to look next.
- Status against a benchmark: Each indicator is scored against a National Treasury norm or your own council-approved policy target, so the judgement is explicit.
- Contextual help in the interface: Information panes attached to each dashboard area, plus maintained online help documentation.
- Documentation kept current: Help and interpretation content is maintained as a standing item in the support scope, with user feedback fed into the development roadmap.
Key benefits
- Defensible in the room: The number, the calculation and the meaning appear together, which is what allows an official to answer a councillor, a treasury reviewer or the Auditor-General on the spot.
- Reduces dependence on consultants: Users interpret their own dashboard rather than phoning the supplier, supported by information panes and help documentation.
- Bridges an uneven skills base: Interpretation assumes no prior fluency in the Municipal Finance Management Act (MFMA), mSCOA or the Local Government Accountability Cycle, which is rarely evenly distributed across a finance department.
- Both norm and policy aware: Status can reflect National Treasury’s recommended range or the organisation’s own approved target, so local context is not lost.
Additional information
Is my organisation financially healthy — this month, not last audit?
Financial viability indicators are a legal requirement, yet most organisations still calculate them once a year, by hand, from a completed set of financial statements. A liquidity problem or a collapsing collection rate can therefore run for eleven months before anyone in the executive sees it, by which point the corrective options are narrow and expensive.
The performance dashboard replaces that annual exercise with a standing summary of seventeen (17) financial performance indicators, calculated directly from the financial management system rather than re-keyed from extracts. Each indicator appears as a tile carrying its most recently reported value, a time-series trend so direction is visible before you click, and a red, amber or green status set against National Treasury norms or your own approved policy targets.
The result is a single view that the finance team, the executive and the oversight structure are all reading from — refreshed daily, and consistent because it is generated once from source rather than assembled separately by each department.
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