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Budget

The data model provides a lightweight, real-time budgeting reporting layer optimized for direct connections to Sage Intacct. It is designed to expose period-based budget values without heavy transformations or transaction-level processing. By organizing budget data across core financial dimensions—such as account, location, department, sub-account, and financial period, the model enables responsive budget monitoring, variance analysis, and high-level financial planning while maintaining minimal performance impact on the underlying ERP system.

Benefits of this data model​

  • Real-Time Budget Visibility: Designed for live connections to the source ERP, the model provides up-to-date budget figures without relying on batch ETL processes or scheduled data refreshes.
  • Lightweight and Performant: Uses summarized, period-level budget data rather than detailed line-item transactions, ensuring fast query performance and responsive budget and variance dashboards.
  • Accurate Budget Reporting: Supports consistent reporting of original budgets, revised budgets, and current budget values, enabling reliable budget tracking and analysis.
  • Consistent Period Allocation: Budgets are aligned to financial periods, ensuring accurate month-by-month comparisons between budgeted and actual values.
  • Multi-Dimensional Budget Analysis: Enables analysis by account, branch, ledger, sub-account, and fiscal period, supporting both departmental and consolidated budget views.
  • Low Maintenance Architecture: Avoids complex data transformation pipelines, making it ideal for real-time budget monitoring with minimal implementation and ongoing maintenance effort.