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The Plan Realization report lets you compare any mix of datasets selected in the plan over an entire fiscal year and its Year-to-Date (YTD) and Year-to-Go (YTG) periods. It helps you identify gaps, assess plan adherence, and evaluate variances. To access this tool, click Plan Realization under the Tools section on the left-side panel.
Plan Realization report showing a dataset comparison table with fiscal year, YTD, and YTG columns for each selected dataset

The Plan Realization report comparing datasets across the fiscal year

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Key features

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Display controls

The Plan Realization display control bar, used to rename, reorder, hide, and show columns and blocks

The display controls above the Plan Realization report

Rename dataset columns
Dialog for renaming a dataset column in the Plan Realization report

Renaming a dataset column

Drag-and-drop to reorder
Animation of a dataset column being dragged and dropped into a new position in the Plan Realization report

Dragging a column to a new position in the report

Hide/show columns
Panel listing the report columns with toggles to hide or show each one

Toggling the visibility of individual columns

Hide/show Average YTD/YTG month blocks
Panel with controls to hide or show the Average YTD and Average YTG month blocks in the report

Toggling the Average YTD and YTG month blocks

Choose segment hierarchy
Segment hierarchy selector listing the dimensions available to group the Plan Realization report

Choosing the segment hierarchy used to group the report

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Summary insights

  • FY total, YTD total, and YTG total
  • Monthly averages for YTD and YTG
  • YTD vs. YTG gap in value and percentage
Plan Realization summary row showing fiscal year, YTD, and YTG totals alongside the monthly averages and the YTD versus YTG gap

Summary insights across FY, YTD, and YTG

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Period logic

In this widget, the plan’s start month is applied for every fiscal year available when calculating all the YTD/YTG periods.
Automatic full-year stitching: Where a selected dataset has no value for the past period, the report auto-fills with the Actual or Last Plan value.

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Comparison engine

The report shows the absolute and percentage variances between the displayed and referenced datasets, so you can quickly see where you are on track, where you are at risk, and the magnitude and direction of each deviation.
Plan Realization variance columns showing the absolute and percentage difference between a displayed dataset and its reference dataset

Absolute and percentage variances between the displayed and referenced datasets

Plan Realization report with variance values shown for every row of the selected segment hierarchy

The comparison results across the full report

Combine Plan Realization insights with Forecast Accuracy data to understand whether gaps are due to forecasting errors or execution issues.