In addition to placing the current period under a microscope, Analytics provides all the data you need to fine-tune your close process by reviewing historical results and trends.
Where are the repeated bottlenecks in your process that are causing certain items to habitually fall behind? Which staff members are consistently late in their assignments? Are you seeing improvement in the number of days it takes to close the books? How could you best adjust workload assignments or due dates? The Trends tabs in Analytics have the answers.
Historical periods can be selected from the Month/Year drop-down menu:
The same Progress data that you enjoy for the current close is visible for these retrospective periods.
The Trends tab shows a longer-term perspective of how your workflow process has evolved over time. Teams focused on shortening the number of business days to complete their processes use this page to track progress and celebrate improvement. These trends can be viewed Year to Date, for the entire prior year, or the prior 3 years:
Each of these - Retrospective and Trends - also displays data by folder and team member for late assignments to spot trends and zero in on where to make impactful adjustments to improve your timeline.