Tables are a great way to view detailed data for revenue streams, expenses, or direct costs in a sortable format. They are available on the trend view for segmented metrics like revenue breakdown, expense breakdown, and direct costs breakdown.
At a glance, you can compare your actual values for each segment to your forecast, the previous period, or the same period in the previous year:
Sorting the table data
When you’re keeping a close eye on the health of your business, you need to be able to see your most profitable revenue streams and highest expenses at a glance. To make that easier, we’ve added sorting to the tables. Just click once on a column header to sort any of the columns from largest to smallest. Click again to reverse the sort order:
Note: Keep in mind that you can only sort one column at a time. If you click to sort another column, the first column will be set back to its default order.
Sorting on a Change column will show you which revenue stream is your “biggest mover” compared to your plan or past performance:
Viewing change as a percent or an absolute value
By default, the Change columns in the table will show the percent (%) change in a value. But, when you're trying to understand why your expenses were up $12K last month, you might want to see the dollar amount by which each expense was better or worse than your forecast (or past performance) instead. Using the toggle switch below the trend table, you can switch between the percent change and absolute change modes:
In the following example, percent change is selected with the toggle, and you can see that the actual value for Insurance ($475) is 32% lower than the forecast value ($1140):
In contrast, when absolute change is selected with the toggle, you can see that the actual value for Insurance ($475) is $226 lower than the forecast value:
Note: The toggle label for the absolute change option has two variations:
- For monetary metrics, like revenue breakdown, the label is “$" (or whichever currency you have chosen).
- For numerical or rate metrics, like gross margin, the label is “Values.”
How to use the toggle on the Gross Margin Breakdown table
The toggle on the Gross Margin Breakdown table can be a bit confusing at first. Gross margin is a rate metric, so the toggle choices are “%” and “Values,” as mentioned above. But, because gross margin is always expressed as a percentage, the table values show as percentages whether you have the toggle set to “%” or “Values.”
When you have the toggle set to % for gross margin, the table shows the percent change between two values. In the following example, you can see that the actual gross margin of 64% for men's bikes is 98% higher than the forecast value of 32% for the gross margin:
When you have the toggle set to “Values,” the table shows the absolute change between two values, which are still expressed as percentages. In the following example, you can see that, in absolute terms, the actual gross margin of 64% for men's bikes is exactly 32% higher than the forecast value of 32%: