What kind of Charts are available?
Discover revenue breakdowns, cost analysis, asset and liability insights, and the popular bridge & waterfall charts.
The beauty of these charts lies in their automatic generation, making them incredibly convenient for you. With just a few clicks, you can access a wealth of valuable insights.
Using the Charts section is super easy ๐ Let's break it down into simple steps:
Step 1: Select the Period
Start by choosing the period for which you want to analyze your company's performance. Here, you can select the specific year and months preferable. This sets the timeframe for the data displayed in the charts.
Step 2: Reporting Frequency
Next, select the reporting frequencyโmonthly, quarterly, or annually. This choice impacts charts that have months displayed on the x-axis, such as the "revenue over time" chart. It helps you zoom in on specific time intervals for deeper analysis.
Step 3: Comparison Periods
Now, pick two comparison periods to compare performance. Here you can choose from the 4 comparison periods: Actuals; Forecast; Previous Year and Previous Year. By selecting the desired periods, you are able to view charts with results for the selected period. This allows you to easily identify trends and variances.
Step 4: Unit Display Format
Choose how you want the numbers to be displayed - full numbers, thousands, or millions. This ensures clarity and helps you grasp the scale of your business's financial figures.
This section has around 50 pre-defined charts that provide you with a crystal-clear picture of your business's performance.
๐ Pay special attention to the waterfall charts!
Loved by investors and professionals, these charts help you understand the reasons behind differences in your actual results compared to your plan or previous periods โ๏ธ
If you want to focus on specific charts, you can create Custom Dashboards tailored to your preferences ๐๐
โฃ๏ธ For a visual walkthrough of how to use the Charts section, don't forget to watch our informative video tutorial.
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