DFA Performance Measures Dashboard – User Guide

Overview
The DFA Performance Measures Dashboard provides a centralized view of agency performance measures across fiscal years. It helps users monitor results, compare historical performance, review quarterly progress, and evaluate targets.

Introduction

Performance measures are an important part of New Mexico's state budgeting process. They help evaluate how effectively state agencies use public resources, deliver services, and achieve their program goals.

Through performance-based budgeting, New Mexico connects agency funding with measurable results to promote accountability, transparency, and informed budget decisions.

The Department of Finance and Administration (DFA), through its State Budget Division (SBD), works with state agencies to establish, monitor, and review performance measures as part of the annual budget process.  This process follows an annual cycle in which SBD, in consultation with the Legislative Finance Committee, reviews and approves or denies requests for new, changed, or removed measures, as well as sets annual targets for them.

Understanding Performance Measures

Performance measures are indicators used to track the progress and effectiveness of government programs. They help determine whether agencies are meeting their objectives and producing meaningful results for New Mexico residents.

Performance Measures Dashboard

The Department of Finance and Administration (DFA) has developed an interactive Power BI dashboard to provide easy access to New Mexico state agencies' performance measures.

The dashboard allows users to explore historical performance results, compare actual results with established targets, monitor quarterly progress, and identify performance trends across agencies and programs.

Through interactive charts, visualizations, and filters, users can gain valuable insights into agency performance, support data-driven decision-making, and better understand how state programs are achieving their goals.

Dashboard Components

• Summary Cards: Display the total number of Agencies, Programs, and Performance Measures currently selected.
• Agency Filter: Filter the dashboard to a specific agency.
• Program Filter: Filter the dashboard to a specific program.
• Performance Measures Results Table: Shows each performance measure with FY23, FY24, FY25, FY26 Q1, FY26 Q2 results, and the FY26 target.
• Performance Measures Trend Chart: Displays the trend of the selected performance measure across fiscal years and quarterly results.
• Filters Pane: Provides additional filtering options such as Fiscal Period, Performance Measure, and Result.

How to Use a Dashboard

1. Review the summary cards to understand the number of agencies, programs, and measures.
2. Select an Agency from the Agency filter.
3. Optionally select a Program from the Program filter.
4. Review the Performance Measures Results table to compare yearly and quarterly values with the FY26 target.
5. Click any performance measure in the table to update the trend chart.
6. Use the trend chart to analyze performance over time and identify progress toward targets.
7. To reset the dashboard, hold Ctrl and click on DFA logo in the upper-left corner. This will return the dashboard to its default view and clear the selected filters.

Purpose

This dashboard supports data-driven decision-making by allowing analysts and management to monitor agency performance, compare results across fiscal years, identify trends, and assess progress toward established targets.