roadmap/content/bi/ift/2025q4-ift-finance-reporting.md

title, tags, draft, description

title	tags	draft	description
IFT Finance Reporting	2025q4 bi ift	false	Build wallet balance and activity reports for the IFT finance team.

vac:bi:ift:2025q4-ift-finance-reporting

Description

Produce a consolidated report of wallet balances and transactional activity so the finance team can reconcile treasury movements without pulling multiple dashboards.

Task List

Wallet balance & activity report

• fully qualified name: vac:bi:ift:2025q4-ift-finance-reporting:wallet-balance-report
• owner: c2000bzh
• status: in progress (30%)
• start-date: 2025/10/01
• end-date: 2025/12/31

Description

Model the wallet balances, inflows, and outflows, then expose the data through a sharable report for finance stakeholders.

Deliverables

• Drafted the wallet balances + activities dataset combining Airbyte pulls with manual annotations.
• Began assembling the Superset workbook that finance can review for the November close.