Charts
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      3. Charts

      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.

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      Using the Charts section is super easy 📊 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.

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      Step 2: Reporting Frequency

      Next, select the reporting frequency—monthly, 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.

      report frequency

      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.

      comparison periods

      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.

      unit display

      This section has around 50 pre-defined charts that provide you with a crystal-clear picture of your business's performance.

      These charts cover a wide range of aspects, including revenue breakdowns, cost analysis, operating expenses, asset and liability insights, and cash flow patterns.  You will also find profitability margins like Gross profit, EBITDA, Operating Profit & Net Income.
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      🌟 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 ✔️

      waterfall chart

       

      If you want to focus on specific charts, you can create Custom Dashboards tailored to your preferences 🍀🙌

       

      ❣️ For a visual walkthrough of how to use the Charts section, don't forget to watch our informative video tutorial.