Once a model with both estimates and actuals has been created, navigate to the Table tab to view financial data in a grid format. Toggle on the Comparison mode to view estimated costs compared to actual spend.
This view will automatically calculate the variance between estimates and actuals. Adjust the conditional formatting from the toolbar as needed.
Create and save custom views
There are multiple ways to customize the model table view to compare the most relevant categories of data. Look to the toolbar at the top to adjust these settings.
Interval: Choose between Months, Quarters, or Years
Group: Pick the primary, secondary, and tertiary grouping of the table
Accounting category: Shows the accounting categories as the group
Source: Shows the sources (i.e., programs, projects, budgets) as the group
Tags: Shows the tags (e.g., vendors, etc.) as the group
Filter: Filter down to a subset of data to display
Once you have customized the table, save the view by clicking the Save icon in the top right. This will save the view to the left sidebar of the Model. Create and save multiple views to slice and dice your financial data in different ways.
QuickBooks mapping settings
To map transactions from QuickBooks to estimates in Orchestra, use the various mapping options in the QuickBooks settings page (found in Organization Settings > Integrations)
Category mapping: Map QB category(s) to an Orchestra category so that BvA can be performed at the accounting category level
Source mapping: Map a QB class to an Orchestra source (e.g., Program, Budget, etc.), so that BvA can be performed per program (for example)
Customer mapping: Map a QB customer to an Orchestra tag (within a tag category), so that BvA can be performed per customer