Trend & Projection report mechanism

The Trend & Projection report provides a detailed, time-based view of a selected metric across actuals, budgets, and forecasts.

When you access the report from the dashboard, these mechanisms apply:

  • The report inherits the metric and objective that are selected in the dashboard.
  • The Application Context passes the reporting period, comparison, and forecast versions to the report.
  • The Entity dimension is displayed by default. You can change it with the Analyze By function.
  • The report retains changes to the metric, objective, and chart settings when you return to the dashboard.

Use case example

If you analyze the operating Profit, perform these steps:

  1. Select the Enhance Efficiency & Profitability objective and highlight Operating Profit in the C-Suite dashboard.
  2. Move to the Trend & Projection report.
  3. The report opens with a twelve-month view that shows the actuals, budget, and forecast.
  4. View a shortfall forecast for Q3 and switch to a defined range to isolate that period.
  5. Disable the Waterfall chart and enable the Δ% Budget (Lollipop) for a clearer variance insight.

    The Summary dialog box shows that the forecast is 6% below the budget.

  6. Export the report to the PDF file and share it with the finance team for review.