Finance · Planning ·

CapEx planning

Track your investments: commitments vs budget, approval rate, depreciation and CapEx/revenue ratio.

Illustrative preview of the SAP Analytics Cloud dashboard CapEx planning for the Finance industry: metrics CapEx committed vs budget, Approval rate, Depreciation, CapEx/Revenue, analyzed by Project, Site, Asset class.
Illustrative preview of a possible rendering in SAC. Brand colors and structure; synthetic figures.

KPIs included

  • CapEx committed vs budget
  • Approval rate
  • Depreciation
  • CapEx/Revenue

Analysis dimensions

  • Project
  • Site
  • Asset class

About this template

Track your investments: commitments vs budget, approval rate, depreciation and CapEx/revenue ratio. Designed for teams in the Finance industry, the model pre-wires 4 key metrics — including CapEx committed vs budget and Approval rate — analyzable across 3 analysis axes (Project, Site, Asset class). You start from an already-bounded base (units, aggregations and business labels defined) rather than a blank sheet.

This is a complete SAC template kit for CapEx planning: sample data, model definition, KPI dictionary, a step-by-step import guide (matching the current SAC screens) and a dashboard blueprint — recommended calculations with ready-to-paste SAC formulas plus a layout that follows universal dashboarding rules. Import the "Data" sheet into SAC Modeler (Create New → Model → Start with data → File), check the 3 dimensions and 4 measures, then build a professional Story in minutes using the blueprint. The dataset contains 720 to 960 rows of realistic sample values for the Finance industry, available as .xlsx (7-sheet workbook), .csv (flat table) and .package (ZIP with model.json, data.csv, README and licence). You supply and validate your own figures.

FAQ

What is the "CapEx planning" template for?

It provides a ready-to-use SAC structure to drive planning in the Finance industry. The standard business KPIs and dimensions are already defined, saving you the modeling phase.

Which KPIs are included?

The template includes 4 metrics: CapEx committed vs budget, Approval rate, Depreciation, CapEx/Revenue. Each is computed across the dimensions Project, Site, Asset class.

How do I import it into SAP Analytics Cloud?

Download the .xlsx or .csv, then in SAC: Modeler → Create New → Model → "Start with data" → File. Pick the "Data" sheet, tick "first row as headers", and SAC builds the model. The workbook includes a step-by-step Import guide (matching the current SAC screens) and a Dashboard blueprint with ready-to-paste calculations, so you can build a professional Story in minutes. You supply and validate your own figures.

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