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7. Trend Analysis

Watch a video overview:


Overview: The trend analysis tool helps to track business performance trends over time. This tool enables the comparison of any financial KPI, custom KPI or item from the financial statements.

  1. Quickly view key trends by selecting a predefined trend chart.
  2. Customize the trend chart by adding or removing metrics from the chart. A maximum of 5 metrics can be compared on a chart.
  3. Quickly view the trend for a prior financial year or alternatively view the trend for financial years.
  4. Using the period selector, at the top of the tool will change the view from monthly trends to quarterly or annual trend views. 


Dragging the mouse cursor over the chart area will scrub through the available timeline.
Hovering the mouse cursor over a data point will highlight this result in the data grid below (and vice-versa).