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Overview

This guide covers how to configure and manage the Financial Analytics module, including KPI definitions, dashboard widgets, and variance thresholds.

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Configuring KPI Definitions

KPI definitions are stored in the fa_kpi_definitions table and control what metrics appear on the KPIs page.

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Creating a KPI

Each KPI requires:

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Threshold Direction

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Built-in Calculation Functions

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Dashboard Widget Management

Widgets are stored in fa_dashboard_widgets and control the dashboard layout.

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Widget Types

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Layout

Widgets use a 12-column grid system:
  • position_x / position_y: Grid position (0-based)
  • width / height: Size in grid units (1-12)

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Variance Threshold Configuration

The variance significance threshold is set in FA Module Settings:
  • Setting: variance_threshold_percent
  • Default: 10%
  • Range: 1–100%
  • Effect: Variances exceeding this percentage are flagged as “significant” on the Variance Analysis page
To change: Navigate to /fa/settings and update the “Variance Threshold %” field.

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Permission Setup

Assign these permissions to roles via the Permissions admin page:

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KPI History (Audit)

The fa_kpi_history table is append-only — records cannot be updated or deleted. This ensures a complete audit trail of all KPI calculations over time. Each entry records:
  • The calculated value at that point in time
  • The previous value for trend comparison
  • The status (normal/warning/critical) at calculation time