You can see current and prior periods on the Progress tab, allowing you to look at the current period, prior period, and the next period to being planning ahead.
A Forecast is available on the Individual Entity view on the Analytics page as well:
Each entity will have a donut-shaped progress bar that shows the Progress for the selected month. This percentage is calculated based on the number of sign-offs completed/number of sign-offs required.
The possible status results for the current period are: On Track, Running Late, and Early
The possible status results for previous months include: Closed - On Track, Closed - Late, Closed - Early, and Incomplete (aka not closed yet)
Target Close:
- The Target Date is determined by your latest due date within the chosen entity.
- The Target Days-to-Complete is based on your latest due date and your selection of Business Days vs. Calendar Days within the chosen entity.
Actual Close:
- The Projected Date is a projected date that FloQast calculates based on the number of sign-offs completed so far and on the number of sign-offs outstanding. The sign-offs/day are extrapolated to arrive at a projected date when you will hit 100%.
- The Actual Days-to-Close is a projected count that is similarly based on the number of sign-offs completed so far, and on the number of sign-offs outstanding. The sign-offs/day are extrapolated to arrive at a projected number of business/calendar days (based on your calendar settings) when you will hit 100%. As you can see in this screenshot, we are running a little behind!