{
  "id": "workflow:financial-reporting-dashboard-setup",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-finance-setup.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Financial Reporting Dashboard Setup",
    "workflowKind": "setup",
    "triggerType": "event-driven",
    "typicalCadence": "per-initiative",
    "complexity": "cross-team",
    "description": "Designs and implements self-service financial reporting dashboards --\ngathering reporting requirements from finance leadership, department heads,\nand board members, designing P&L dashboards with drill-down from\nconsolidated view to cost-center and product-line detail, building balance\nsheet visualizations with trend overlays and ratio calculations (current\nratio, debt-to-equity, working capital), creating cash flow dashboards\nwith actual-versus-forecast variance highlighting and runway projections,\nconfiguring automated data refresh pipelines from ERP and billing systems,\nimplementing role-based access controls to restrict sensitive financial\ndata visibility, and establishing dashboard maintenance procedures with\ndata-validation checks and anomaly alerts. Produces dashboard gallery, data\ndictionary, and refresh schedule documentation. Excludes financial\nanalysis.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "role:engineering-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "skill-area:observability-pipeline",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "domain:finance",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "domain:business-intelligence",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "responsibility:performance-budget-tracking",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "org-unit:finance-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:financial-reporting-dashboard-setup",
      "to": "org-unit:business-intelligence-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}