The Forecast Trend dashboard provides an overview of forecast trend by month. This dashboard allows you to check the monthly Forecast YTD and Actual YTD spend trend for each team. A user can use this dashboard to analyze and understand the direction of Actual YTD spend over the month.
By default, the dashboard shows the spend details of all the teams for the current financial year. You can apply a team filter to check the forecast trend for specific teams.
Monthly Trend – Predicted
This chart shows the month-on-month trend and cumulative YTD spend. The spend is shown as Actual spend and Forecast spend for each month. The cumulative dotted line predicts Actual YTD spend for future months based on previous month spend.
Monthly Trend
The Monthly Trend report provides Actual YTD and Forecast YTD spend for each month. This allows you to check the detailed month-on-month Actual YTD spend.