Trend & Projection chart configuration
You can configure the charts with the option.
Selecting periods
The displayed periods are based on the group calendar. Select to select months to view. The selected periods apply to C-Suite's Home dashboard and the Trend & Projection report.
This table shows the available periods:
| Period name | Description |
|---|---|
| Rolling Trend | Shows a dynamic view around the reporting period. You can select between 3 and 16 periods from the past and future periods.
For example, if the reporting period is May 2025, a 9+3 configuration shows data from September 2024 to July 2025. |
| Fiscal Year | Shows all months of the selected fiscal year and is based on the group calendar. |
| Pick a Range | From the list of months. You can select a range of the period. You can select between 3 and 16 months. |
Selecting parts of a chart
You can select parts of a chart to view. Available options vary depending on the selected metric type and the place in which to view the chart.
This table shows the available parts of the chart:
| Chart part | Availability | User control |
|---|---|---|
| Δ% Budget | When a comparison version is selected. | Can be enabled or disabled with the Actual Budget Difference % option in the chart settings. |
| Δ Period -N |
When enough historical data exists before the displayed periods. Available for C-Suite's Home dashboard and the Trend & Projection report. If a ratio is selected, the waterfall is replaced by a Δ Period chart. |
Can be enabled or disabled with the Previous Periods Waterfall option in the chart settings. |