Academic Affairs Leadership Dashboard

Staff who are in leadership positions and do not currently have access should submit a ticket indicating why access is needed and attaching approval of the Assistant Dean or other departmental leader. Access failure appears as error "Unable to load requested view. Displaying home view instead."

1. Navigate to bah.ucsd.edu.
2. Select Budget & Finance. 
3. If using the List View, look for Leadership Dashboard in the list or use the search bar at the top right and click the dashboard name  
4. If using the Card View, click the Leadership (Restricted) tab and click Launch on the Leadership Dashboard tile 
5. Use your Active Directory credentials to sign in, if prompted.

• Filters at the top of each dashboard page apply to all graphs on the page. Apply the Financial Unit L3/School/Division filter before applying any Financial Unit/Department filter as these are cascading filters.
• Filters overlaid on a graph apply to that graph only.
• The dashboard can be run for any financial unit, but is specifically designed to support the VCAA academic support model.

The Fiscal Data page provides a comprehensive overview of financial trends through a series of graphs and tables.

• Balance Graphs: The first six graphs illustrate fiscal year-end balances for the past four closed fiscal years, along with a straight-line projected balance for the current fiscal year. The straight-line projection is determined by dividing the balance of the most recently closed period by the number of months elapsed in the fiscal year.
• Resources and Expenses Table: This table presents total resources and expenses for the selected Financial Unit, as well as the annual "Change in Balance"—the net amount added to or subtracted from the unit’s financial position each year. For example, a Change in Balance of $10.7 million in 2023–2024 indicates that this amount was added to the unit’s carryforward for that fiscal year.
• Funds in Deficit Tables: These tables identify operating funds, recharge operating funds, and sponsored project deficits exceeding $25,000.

The Student Data page provides a high-level overview of undergraduate and graduate student trends through a series of graphs. 

Undergraduate Student Data

• UG Primary Major Counts and 3-Quarter Average: This graph begins with the Academic Support Model Baseline year of 2023–2024 and provides data that leaders can use to estimate annual growth from this baseline.
• UG Instructional FTE: This graph displays the total undergraduate instructional FTE attributed to students with a primary major in the selected School, as well as students with a primary major in another School. This allows leaders to analyze trends in undergraduate instruction across the university and ensure that departments are serving both their own majors and students from other disciplines. Additionally, this data supports annual instructional FTE growth estimates from the 2023–2024 baseline.
• First-Year and Transfer Retention Rates Within School: These graphs provide insights into the retention rates of first-year and transfer students within a School, helping leaders assess student persistence and identify areas for improvement in retention strategies.
• Undergraduate Degrees Awarded: This graph illustrates trends in the number of undergraduate degrees awarded over time, offering insights into degree completion patterns and potential shifts in student demand for various programs.
• Undergraduate Cohort Persistence: This graph helps leaders understand trends in their School’s ability to retain primary majors from year to year, identifying potential challenges in student engagement and degree progression.
• Time-to-Degree: These graphs allow leaders to analyze the average time students take to complete their degrees, helping to evaluate program efficiency and identify opportunities to improve time-to-degree outcomes.

Graduate Student Data

This data can be filtered by the Graduate Primary Major Self-Supporting flag.

• Graduate Student Headcount by Degree Type and Graduate Degree Recipients: These graphs help leaders track enrollment trends across different graduate degree programs and analyze patterns in degree completion over time.
• Graduate Median Time-to-Degree: These graphs provide insights into how long graduate students take to complete their degrees, allowing leaders to assess program effectiveness and identify opportunities to improve student progression.

The Research Data page provides a high-level overview of pre-award and post-award trends through a series of graphs and tables.

Pre-Award: Proposals Submitted Last 5 Years

• Count of Total Proposals Submitted: shows overall pre-award activity and effort in seeking external funding.
• Count of Top 10 Departments: Highlights which departments are most actively pursuing grant opportunities.
• Top 10 Major Sponsor Types: Highlights the primary funding sources most frequently targeted in proposals.
• Proposal to Award Yield: Measures the effectiveness and success rate of proposal submissions. It represents the number of funded proposals divided by total proposals submitted.

Post-Award: Awarded Last 5 Years

• Award Funding Amount by Department and Year: Tracks trends in funding distribution and departmental growth over time.
• Top 10 Department: Based on award funding amount, identifies leading research units bringing in the most external support.
• Top 10 Sponsors: Based on award funding amount, highlights the most financially supportive sponsors for strategic relationship-building.
• Top 10 Collaborators: Reflects cross-departmental engagement and interdisciplinary research strength. It’s the number of awards where the award owning organization is not the same as the project owning organization
• Collaboration over Time: Tracks the evolution and sustainability of collaborative research efforts.
• Top 10 IDC by Department: Shows which departments generate the most indirect cost expenses, and in turn, indirect cost recovery, supporting institutional infrastructure. 
• At-Risk Sponsored Project Managers: Flags project managers at risk of losing research capacity due to limited remaining funding. It shows project managers with less than 4 months of sponsored research funding left.
  • PPM Budget Balance
  • Monthly Average Spending - based on last 6 months of spending
  • Months Remaining = PPM Budget Balance divided by Monthly Average Spending