The Homepage is the landing dashboard you see on login. It gives an at-a-glance view of your fiscal-year performance — Net Sales, Gross Margin, and EBIT — so you can assess business health without opening any plan or scenario. The year selector in the top-right sets which fiscal year the whole page reflects.The page has three parts: three key metric cards, the YTD & YTG Projections bar chart, and the Fiscal Year Achievement donut.
The three key metric cards summarizing the fiscal year
Three cards across the top summarize the fiscal year:
Net Sales Value — total net sales (currency).
Gross Margin — gross profit as a percentage of net sales.
EBIT — earnings before interest and tax (currency).
Each card splits the year into YTD (year-to-date actuals, up to the latest actual data) and YTG (year-to-go, the remaining months from the Tactical plan), with the FY Total being the two combined. Each card also shows a vs last year trend (red when below last year) and the full-year reference figure.The small inline line on each card is a sparkline: a solid segment for the actual (YTD) portion, a dot at the transition point, and a dashed segment for the forecast (YTG) portion. This lets you see how much of the year is actuals versus projection at a glance.
This grouped bar chart breaks the fiscal year into 12 months and compares three series:
Actual (YTD) — consolidated actuals, shown only for months up to the latest actual date.
Budget Plan — grey — shown for the year-to-go (remaining) months, per the budget scenario.
Tactical Plan — red — shown for the year-to-go months, per the tactical scenario.
The month where actuals end (April, in the example) shows all three bars side by side as the transition point. Earlier months show only Actual, and later months show only Budget and Tactical.
The metric drop-down and hover tooltip on the projections chart
Use the metric drop-down in the top-right of the chart to switch between Net Sales Value and EBIT. Hovering over a bar shows the value plus the variance versus the other series (for example, Tactical vs Actual and vs Budget). Months with no data are labelled accordingly in the tooltip.
This donut shows how far through the year you are versus how much you have achieved. Two controls sit at the top-right:
View toggle — FY, Quarterly, or Monthly.
Dataset toggle — Budget or Tactical. This sets which plan the achievement is measured against (it changes the year-to-go denominator), so the percentages update when you switch.
The donut shows three concentric rings:
Ring
What it measures
Time Elapsed
How much of the fiscal year has passed (days elapsed ÷ total days).
Net Sales Value
Actual YTD ÷ (actual YTD + plan YTG).
EBIT
The same achievement formula, applied to EBIT.
Achievement = Actual YTD / (Actual YTD + Plan YTG)Time Elapsed = Days elapsed / Total days in fiscal year
If a metric ring is ahead of the Time Elapsed ring, you are tracking ahead of pace.
The Quarterly view of fiscal year achievement
The Quarterly view replaces the rings with four mini ring-pairs (Q1–Q4), each showing Net Sales and EBIT achievement for that quarter (actual ÷ plan for the three-month window). The Monthly view does the same across all 12 months.
No actual data yet — cards show empty or zero values, achievement rings show 0%, and the bar chart shows no Actual bars.
No Tactical plan — the donut defaults to Budget mode and the Tactical option is hidden; the bar chart shows only Actual and Budget.
No Budget plan — the donut defaults to Tactical mode and the Budget option is hidden; the bar chart shows only Actual and Tactical.
Start of the fiscal year — YTD values are near zero but still shown, the sparkline dot is held at a minimum position so it stays visible, and the Time Elapsed ring shows roughly one month’s worth (~8%).
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