On the trend view, the line chart shows you three important pieces of information: your actual results for the period you select, your progress against all three comparison points (forecast, previous period, and previous year), and what the targets look like for those comparison points in the remaining months. The line chart is available for non-segmented (overall) metrics that accumulate over time, like revenue, expenses, and direct costs.
Hovering over a point for a specific month opens a popup that shows you the actual results value for that month, as well as how it compares to the values for the forecast, previous period, and same period in the previous year.
Choosing an actuals period to view on the line chart
As with the other chart types, to change the actuals period you want to see, use the date selector at the top of the trend view:
You don't need to choose a comparison period for the line chart, because all of the comparison periods are automatically shown. However, if LivePlan doesn't have the data to create a line for a comparison period (forecast, previous period, or previous year), that period won't be shown on the chart.
If you choose an ongoing period (that is, a period that includes the current month in progress), the line chart will include all of the months in the selected period, even if some of those months are still in the future. The line will be plotted at $0 for each month in the future that doesn't have data yet.
If you select a single-month period, the line chart will show a single point for actuals and one for each comparison period:
Viewing cumulative totals on the line chart
By default, the line chart shows you the monthly view of your data. To see a cumulative view instead, choose Cumulative from the By month/Cumulative selector. The monthly values in the chart will show the period-to-date totals, not each month’s individual total: