> ## Documentation Index
> Fetch the complete documentation index at: https://docs.simcel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan realization

> Compare any mix of datasets across a full fiscal year, with Year-to-Date and Year-to-Go breakdowns.

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.

<Frame caption="The Plan Realization report comparing datasets across the fiscal year">
  <img src="https://mintcdn.com/simcel-knowledge/aNdF9ypT9JISx_3e/images/tools/plan-realization-1.png?fit=max&auto=format&n=aNdF9ypT9JISx_3e&q=85&s=9008225acb171f57d3f034cd34a3c11d" alt="Plan Realization report showing a dataset comparison table with fiscal year, YTD, and YTG columns for each selected dataset" width="2503" height="412" data-path="images/tools/plan-realization-1.png" />
</Frame>

## Key features

### Display controls

<Frame caption="The display controls above the Plan Realization report">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-2.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=14b76741836b57af0debebb7a4c43b4b" alt="The Plan Realization display control bar, used to rename, reorder, hide, and show columns and blocks" width="2510" height="382" data-path="images/tools/plan-realization-2.png" />
</Frame>

**Rename dataset columns**

<Frame caption="Renaming a dataset column">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-3.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=a6af1738e3f6329561798292cbcafba4" alt="Dialog for renaming a dataset column in the Plan Realization report" width="870" height="532" data-path="images/tools/plan-realization-3.png" />
</Frame>

**Drag-and-drop to reorder**

<Frame caption="Dragging a column to a new position in the report">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-4.gif?s=2248567afb4516c7e8a30f7eedc147b6" alt="Animation of a dataset column being dragged and dropped into a new position in the Plan Realization report" width="874" height="536" data-path="images/tools/plan-realization-4.gif" />
</Frame>

**Hide/show columns**

<Frame caption="Toggling the visibility of individual columns">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-5.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=09371f7ffb9affeae3f3ca2390354ea9" alt="Panel listing the report columns with toggles to hide or show each one" width="877" height="537" data-path="images/tools/plan-realization-5.png" />
</Frame>

**Hide/show Average YTD/YTG month blocks**

<Frame caption="Toggling the Average YTD and YTG month blocks">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-6.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=e9175c32d37e64ba760c204565824a01" alt="Panel with controls to hide or show the Average YTD and Average YTG month blocks in the report" width="870" height="545" data-path="images/tools/plan-realization-6.png" />
</Frame>

**Choose segment hierarchy**

<Frame caption="Choosing the segment hierarchy used to group the report">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-7.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=b9c99d26a5363ec5a0d6f2539d2627b5" alt="Segment hierarchy selector listing the dimensions available to group the Plan Realization report" width="871" height="1080" data-path="images/tools/plan-realization-7.png" />
</Frame>

### Summary insights

* FY total, YTD total, and YTG total
* Monthly averages for YTD and YTG
* YTD vs. YTG gap in value and percentage

<Frame caption="Summary insights across FY, YTD, and YTG">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-8.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=7ba46b2fee687086cc9d0fc5cc92bacd" alt="Plan Realization summary row showing fiscal year, YTD, and YTG totals alongside the monthly averages and the YTD versus YTG gap" width="2482" height="337" data-path="images/tools/plan-realization-8.png" />
</Frame>

### Period logic

| Period  | Definition                                                                   |
| ------- | ---------------------------------------------------------------------------- |
| **FY**  | Set based on the workspace (for example, from January to December)           |
| **YTD** | From the FY start month (for example, January) to the plan's start month - 1 |
| **YTG** | From the plan's start month to the FY end month (for example, December)      |

In this widget, the plan's start month is applied for every fiscal year available when calculating all the YTD/YTG periods.

<Note>
  **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.
</Note>

### 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.

<Frame caption="Absolute and percentage variances between the displayed and referenced datasets">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-9.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=3d9c42e0597f0efc4928f494189f79d0" alt="Plan Realization variance columns showing the absolute and percentage difference between a displayed dataset and its reference dataset" width="882" height="542" data-path="images/tools/plan-realization-9.png" />
</Frame>

<Frame caption="The comparison results across the full report">
  <img src="https://mintcdn.com/simcel-knowledge/C5Tu-_72fjfUlh0e/images/tools/plan-realization-10.png?fit=max&auto=format&n=C5Tu-_72fjfUlh0e&q=85&s=c0b6499336bbf3446699d8ac0e211ed4" alt="Plan Realization report with variance values shown for every row of the selected segment hierarchy" width="2492" height="360" data-path="images/tools/plan-realization-10.png" />
</Frame>

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