Forecast & Goals Dashboard

Filters: Users can adjust the Date Range (e.g., Next 3 Months: 13 Jul 2025 - 12 Oct 2025) to focus on future forecasts to match financial data.

Goal Categories: Users will choose metrics like Revenue Performance or MRR Forecast to tailor their analysis.

Revenue Performance: Users can view Year-to-Date (YTD) metrics, including YTD Revenue, YTD Goal, Goal Revenue Missing, and Goal Accomplished %, helping them assess progress.

Forecast Graph: Users will see a combination chart with three data series, displaying categories on the X-axis and values on the Y-axis, allowing them to track and forecast.

MRR Forecast: Users can review a combination chart with two data series, showing categories on the X-axis and the Y-axis, reflecting a growth rate for the selected period..

Data Table Option: Users will switch between chart and data table views to analyze raw numbers or visual trends.

Set Goals: Users will click the "View details" button to define targets (e.g., increase YTD revenue by $50,000) and update them as needed.

Monitor: Users can check the charts and percentages daily to ensure they’re on track, adjusting plans if the Goal Accomplished % dips.

Export: Users will download forecast data via the Export button to share with teams or use in financial reports.

Users should verify that the date range includes future projections (e.g., up to 12 Oct 2025).

Users will ensure goals are saved and data is updated.