While the Scoreboard overview shows you an at-a-glance summary of a set of key Scoreboard metrics, the trend view gives you a detailed picture of your business' health using any of the twenty-nine Scoreboard metrics (revenue, expenses, cash flow, net profit, gross margin, AR, AP, etc.). Using the trend view, you can dig into the details of your actuals compared to either your forecast or past performance.
Note: To learn more about each of the available Scoreboard metrics, read Metrics available on the LivePlan Scoreboard.
Navigation on the trend view
To get to the trend view from anywhere on the Scoreboard, click the Trends option on the navigation bar:
You can also get to the trend view by clicking through from any metric on the overview:
Here's a quick visual summary of the navigation options available on the trend view:
Choosing a metric and an actual results period
To choose the metric you want to view on the trend view:
- Click on the metric dropdown and make a selection:
Note: There are more metrics available on the trend view than there are on the overview. To learn more about all of the metrics, read Metrics available on the LivePlan Scoreboard.
Once you've chosen a metric and actuals period to view, the value stripe at the top of the trend view and the charts available at the bottom of the trend view will reflect the metric and actuals period you've chosen.
Reading the trend view value stripe
The value stripe across the top of the trend view will show your actual results for the selected period compared to your forecast, the previous period, and the same period the previous year. The same good news/bad news indicators (colors and arrows) are used here, as on the overview, to help you understand how you're doing compared to the forecast and past performance:
If you haven't entered anything yet for the metric's actual value or comparison value (that is, the forecast, previous period or previous year), LivePlan can't calculate the comparison percentage. In this case, you'll see "--" on the trend view where the comparison % should be. This is also true if there is an actual value for the metric, but the comparison value is zero.
When you're looking at the trend view for a metric, it’s sometimes useful to see the actual target values — not just the better/worse percentages — for the forecast and previous periods. Hovering over the value stripe will show you these target values:
Note: The per day/per month information is only shown in the hover state for accumulating metrics (revenue, expenses, direct costs, and the breakdown metrics for revenue, expenses and direct costs).
Viewing the trend charts
The charts at the bottom of the trend view help you visualize how things are going for the metric you chose in the selected period. There are eight different chart types. To learn more about each of these chart types, read Scoreboard charts.
For logical reasons, not all of the chart types are available for every metric. For example, it doesn't make sense to visualize a metric like operating income using a donut chart, because operating income can't be broken down into the segments required for a donut chart. Consequently, the chart types available for each metric depend on that metric's type (segmented or overall) and behavior (accumulating or fluctuating). To learn more about how metric type and behavior influence chart selections, read Understanding metric types and behavior.
Quick visual overview of a trend view chart
Selecting a chart type
The charts are on different tabs. Just click on the tab that represents the type of chart you want to view.
Chart types for overall metrics
If you choose a metric with overall values (like revenue or expenses), and an actuals period in the past, the area, line, and column charts will be available:
If you choose an actuals period that includes the current month, a progress chart will also be available:
Chart types for segmented metrics
If you choose a metric with segmented values (i.e., broken down into segments, like revenue breakdown or expense breakdown), and you choose an actuals period in the past, the donut and bar charts and table will be available:
For the same segmented metric, if you choose an actuals period that includes the current month, the thermometer chart will also be available:
Choosing a comparison period
Donut, line, bar and progress charts, as well as tables, show your actuals and all of the comparison periods (forecast, previous period, and previous year) in a single view, so you don't need to choose a comparison period (there's no comparison selector):
Area, thermometer, and column charts show your actual results vs. one comparison period at a time, so they have a comparison selector in the upper left-hand corner. This is the same one you'll find on the overview, except that here it's located inside the chart's tab. To choose a comparison period, simply click the selector and choose forecast, previous period, or previous year: