New updates:
Revised rolling KPI targets
Ability to set a start day for a budget
Budget export
Sticky Save button on editing/creating budgets
Revised rolling KPI targets
We have updated how the 'Last x Days' KPIs work, and as such have updated the labels.
Last 30 days = Last Period
Last 60 days = Last 2 Periods
Last 90 days = Last 3 Periods
The reasons for the update:
1. The 30/60/90 date ranges didn't work particularly well for weekly or custom time periods.
2. If using 'Last 30 days' on a monthly budget, as you reach the end of the month the target will always equal the actual.
The new period-based KPI will always look at the previous period, so; if a monthly budget, Nov will look at Oct; if a weekly budget this week will look at last week.
What you need to do: Nothing - we have migrated the Last 30/60/90 day KPIs to Period / 2 Periods / 3 Periods
We think this is a better solution to the rolling KPIs, but if you have comments or questions, please let me know at [email protected]
Ability to set a start day for a scheduled budget
When you create a new weekly or monthly budget you can now specify a start day:
Monthly - select a start day of the month. There are a couple of things to note:
if you choose the 29 or 30: Your budget period will begin on this day of the month for all months except February, where it will begin on the 28th (or 29th in a leap year).
if you choose 'End of month': Your budget period will always begin on the last day of the month, regardless of how many days are in that month. For example, in February your budget will start on the 28th (or 29th in a leap year)
Weekly - select the day of the week
Budget export
You can now export all the budget and KPI data from the Budget/KPI page.
Filter the rows to select the data you wish to export - or export it all
Select a date range or pick a custom time period
Press export to download a CSV of the data
Sticky 'save' button on editing/creating budgets
Sometimes it's the little things that make a difference...
The save button will now scroll with you when editing and creating budgets - no more having to scroll back to the top!
