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The Plan Realization report lets you compare any mix of datasets selected in the plan over the entire fiscal year, with YTD and YTG breakdowns.

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How to access

Navigate to Tools > Plan Realization from the sidebar.

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What it shows

A comprehensive dataset comparison report with:
  • FY total - Full fiscal year values
  • YTD total - Year-to-date values
  • YTG total - Year-to-go values
  • Monthly averages for both YTD and YTG
  • YTD vs. YTG gap in value and percentage
Plan Realization report showing a dataset comparison table with FY, YTD, and YTG columns, monthly averages, and variance columns with green color coding for on-track values and red for at-risk values, with column rename and reorder controls visible

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Display controls

ControlWhat it does
Rename columnsRename dataset columns for clarity
Drag-and-dropReorder columns
Hide/show columnsToggle column visibility
Average YTD/YTG blocksShow or hide monthly average sections
Segment hierarchyChoose how to group data

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Period logic

PeriodDefinition
FYSet based on workspace configuration (e.g., January to December)
YTDFrom FY start month to the plan’s start month - 1
YTGFrom the plan’s start month to FY end month
The plan’s start month is applied consistently for every fiscal year when calculating YTD/YTG.
Automatic full-year stitching: When a dataset has no value for a past period, the report auto-fills with Actual or Last Plan value to provide a complete fiscal year view.

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Comparison engine

The report shows absolute and percentage variances between displayed and referenced datasets, helping you quickly identify:
  • On track - Where actuals meet or exceed the plan
  • At risk - Where actuals fall short of targets
  • Variance - The magnitude and direction of deviation

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How to use it

  1. Monitor execution - Check regularly to see if your business is tracking to plan
  2. Identify gaps early - Spot deviations before they become significant
  3. Compare datasets - Mix Actual, Budget, Tactical, and Last Plan data in a single view
  4. Report to stakeholders - Provide evidence-based updates on planning adherence
Combine Plan Realization insights with Forecast Accuracy data to understand whether gaps are due to forecasting errors or execution issues.