Use Analysis to review imported actuals. The area is read-only — built for reviewing, comparing, and presenting.
Start with the toolbar
The toolbar applies across the Analysis tabs, so set it first:
- Period sets the start and end months you want to review.
- Range gives you shortcuts like YTD.
- Period columns lets you show monthly, quarterly, annual, or total columns where the tab supports them.
- Version and Compare add forecast, budget, or prior-period context.
- Filters narrows the view without changing the underlying data.
Pick the tab that matches the question
- Dashboard is the quickest summary view when you want charts and KPI cards.
- Income Statement is best for revenue, margin, and operating expense review.
- Balance Sheet is where you review ending balances and working-capital movements.
- Cash Flow shows how actual activity affected cash.
- Trial Balance is the most detailed view when a statement line looks wrong and you need to inspect the underlying accounts.
- Drivers shows driver history in a period-by-period grid.
- KPIs shows configured KPI results, comparisons, and targets.
Compare actuals against plan or forecast
Use Compare when you want to answer "how did actuals land versus what we expected?" The comparison controls add the selected benchmark and variance columns to the table.
Good uses:
- compare actuals to a forecast version during monthly review
- compare actuals to prior year when you want trend context
- compare actuals to budget when you want plan accountability
When something looks off
If a statement total surprises you, switch to Trial Balance and find the accounts driving the number. That is usually the fastest path to spotting a mapping issue, an unexpected balance, or an import problem.