The top menu helps you control the key settings for how the system displays and calculates data. You can set the date, choose a time period, and select a scenario to focus on.
Top Menu Controls:
- Date
Set the date in focus across all system views, including dashboards, metrics, and the planning view. By default, the system starts with the current date. - Period
Choose the time frame for the figures and calculations displayed in the system:- Default is the current month.
- You can switch to a “Year to Date” view to see cumulative figures.
- Scenario
Select the active scenario for which calculations are performed. The system starts with the default scenario, and only one default scenario can be active at a time.
Period Selection
The Period control lets you switch between monthly and year-to-date views. This affects how achievement, planned, and actual figures are displayed across all dashboards, metric lists, and windows.
- Month
Displays figures for the selected month. All data reflects only the monthly totals. - Year to Date
Displays figures for the entire year up to and including the selected month.
Note:- Trends show monthly progress for the past 18 months, up to the selected month.
- In the planning view, the period setting doesn’t apply; plans are displayed for the selected year.
Scenario Selection
The Scenario control determines which scenario’s figures are displayed throughout the system. Scenarios are user-defined and fully customizable.
- Default Scenario: The system starts with the default scenario marked as active.
- Custom Scenarios: You can create, edit, or delete scenarios (e.g., optimistic, pessimistic, expected) through the scenario dropdown menu.
The selected scenario shows the figures entered in the planning view for that specific scenario. You can evaluate goal achievements for different scenarios by switching between them. All dashboards, metric lists, and windows will update to reflect the selected scenario.
For more details, see the “Scenarios in Planning” section.
