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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Variance Analysis page (/fa/analytics/variance) compares actual financial data against a selected budget and visualizes per-account variances.

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Overview

The Variance Analysis page provides a budget selector (useBudgets for the list) and then fetches variance data via useVarianceAnalysis keyed by organizationId and selectedBudgetId. The data is rendered in both a VarianceChart and a DataTable of VarianceSummary rows. Column observations from DataTable<VarianceSummary>: the component renders variance figures using formatCurrency and a Badge for status classification.

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Who it’s for

Requires permission: fa.analytics.variance.view.

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Before you start

  • At least one budget must exist.
  • Financial transaction data must exist for the current organization.
  • You need fa.analytics.variance.view to access this page.

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Steps

View variance analysis
  1. Navigate to /fa/analytics/variance.
  2. Select a Budget from the dropdown.
  3. The variance chart and table populate automatically.

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Key concepts

  • Variance summary: A VarianceSummary type row from src/cores/fa/types/analytics containing budget vs. actual comparison data.
  • Budget selector: Populated by useBudgets; no budget selected shows a loading or empty state.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/VarianceAnalysisPage.tsx
  • src/cores/fa/hooks/useVarianceAnalysis.ts
  • src/cores/fa/types/analytics.ts
  • src/cores/fa/components/analytics/VarianceChart.tsx