Trend & Projection report layout

This section describes the structure of the Trend & Project report layout and its key components.

This table shows the elements of the Trend & Project report layout.

Name Description
Navigation area The tabs navigate between the report details.

The Home button navigates to the C-Suite's Home dashboard.
Application Context Panel Shared across all C-Suite reports.
Filter Panel Shared across all C-Suite reports.
Trend Chart area Visualizes the selected metric over time with these elements:
  • Bar charts for the actuals, budget, and forecast
  • Δ% Budget lollipop chart for the difference visualization
  • Waterfall chart for period-over-period changes
  • Cumulative Movement columns and Summary box for absolute metrics only.
Chart settings The settings enhance tailoring the charts. For additional information, see Trend & Projection chart configuration.
Export

Downloads the Trend & Projection report in Excel or PDF format.
Data grid Shows monthly values for actuals (always visible), budget and forecast (if selected), and previous period actuals (always visible when available in the calendar). The reporting period header is highlighted in dark gray.

Includes calculated differences of these elements:

  • Δ: Absolute difference
  • Δ%: Percentage difference
  • Forecast and budget comparisons
  • Actuals and forecast previous period comparisons

If you choose percentages, only the Δ% element is displayed, the Δ value is blank.
Font logic and formatting

These general rules apply:

  • The version name is derived directly from the database entry.
  • The values that are visualized in the chart are rendered in bold in the main data grid.

These rules for actuals values apply:

  • The values are always displayed.
  • The values after the reporting period are displayed in light gray.
  • The values up to and including the reporting period are displayed in black.

These rules for budget values apply:

  • The values are displayed only if selected in the Application Context widget and required data is available.
  • The values are displayed in black.
  • If the values are not selected or available, the cells remain blank.

These rules for forecast values apply:

  • The values are displayed only if selected in the Application Context widget and required data is available.
  • The values after the reporting period are displayed in black.
  • The values before the reporting period are displayed in light gray.
  • If the values are not selected or available, the cells remain blank.

These rules for Comparison Period Actual values apply:

  • The values are displayed only if required data is available.
  • If required data is not available, the cells remain blank.
  • The values are always displayed in black.

These rules for Δ and Δ% rows values apply:

  • If you choose percentages, only the  Δ% element is displayed, the  Δ value is blank.
  • The coloring is based on the general logic across the entire C-Suite dashboard.