Provide a report that lets users compare any mix of datasets selected in the plan over an entire fiscal year and its Year-to-Date (YTD) / Year-to-Go (YTG). Helps users identify gaps, assess plan adherence, and evaluate variances
Key features:
- Display controls:
- Rename dataset columns
- Drag-and-drop to reorder
- Hide/show columns
- Hide/show Average YTD/YTG month blocks
- Choose segment hierarchy
- Summary insights
- FY total, YTD & YTG total
- Monthly averages for YTD & YTG
- YTD vs. YTG gap in value and %
- Period logic:
- FY period: Set based on the workspace (e.g. from January to December)
- YTD period: from FY start month (e.g. January) to the Plan’s start month - 1
- YTG period: from the Plan’s start month to FY end month (e.g. December)
- In this widget, the Plan’s start month will be applied for every fiscal year available to calculate all the YTD/YTG periods
- Automatic full-year stitching: Where a selected dataset has no value for the past period, the report auto-fills with the Actual or Last Plan value
- Comparison engine
- Shows the absolute and percentage variances between the displayed and referenced datasets
