Miami-Dade County Office of the Commission Auditor CBO Dashboard

About the Program

Category: Financial Management (Best in Category)

Year: 2023

The Office of the Commission Auditor (OCA) created the Power Business Intelligence (BI) Financial Dashboard (the Dashboard) (Attachment 1) for the Board of County Commissioners (BCC, Commissioner’s or the Board) attributed to the appropriated Commissioners' Funds (the Funds), including, but not limited to District Funds, Community-Based Organizations Discretionary Reserve Funds, Arena Naming Rights Funds, Miami-Dade Rescue Plan – District Designated Projects Funds, Parking Spaces for Persons Transporting Young Children and Stroller Funds, Mom and Pop Business Grants Funds and Marlins Settlement. The primary purpose of the Dashboard was to create an interactive BI tool, using near real-time data directly connected to data sources, eliminating the need for multi-systems data downloads, manual reports, and reconciliation. The Dashboard will allow the Board to access the financial standing of the funds, helping guide their decision based on the most recent activity. In addition, the Dashboard provides visibility to the status of the allocations, including proposed allocations (prior to the Board approval); pending allocations (approved by the Board, but not yet reflected in the financial system of record); and rescinded allocations (previously approved by the Board, but intended to be revoked). It also allows the user to filter the allocation information by different criteria, including Commission District, Fund, Allocation Status, Entity Name, Legislative Item Number, and Fiscal Year. The information presented can be exported into the selected format, preserving the Dashboard view of each tab, or adjusted to a data format.