Financial Custom Object

Include financial data (budget and actual) alongside your other dashboard elements.

I wanted to show my board our financial progress on a dashboard along with donation year on year reports. All I really wanted was to add one more line to the donation year on year report that showed the current year’s goals month by month. But I never figured out how to do that. Here is the compromise solution I settled on. I added one object called “Financial Data”. It was 5 relevant fields: Income Budget, Income Actual, Expense Budget, Expense Actual. When we agree on budget, I create the records, one for each month. When the period closes, I update the actuals. Now I have a simple way to report on cash flows and income from within Salesforce. And I can easily reconcile accounting income with development income. I created an unmanaged package with the object and reports for your sandbox.