Time Horizon

There are three options YTD, Period and Rolling.

YTD will always show beginning of the financial year to Date To chosen, regardless of Date From selected.

Example 1:TD KPI; Monthly KPI, Cumulative,

Month	Target	Actual
July	10	5
August	30	3
September	20	4
October	10	3
November	20	20

If Date From = 1/8/08 and Date To = 30/11/08 the calculation would ignore Date From (as it is a YTD KPI), and therefore calculate it as July+Aug+Sept+Oct+Nov

Period will always show the period Date From and Date To
Example 2: Period KPI; Monthly KPI, Cumulative,

Month	Target	Actual
July	10	5
Aug	30	3
September	20	4
October	10	3
November	20	20

If Date From = 1/8/08 and Date To = 30/11/08, the calculation would be just for those months (August + September+ October+ November)

Rolling is a time period for the KPI for when it cumulates or averages, e.g. 5 month cumulative KPI would display as follows:

Period 6 shows the sum of period 2 to period 6 (5 periods)

Period	Target	Variance	Actual	Rolling 5 months Actual
1	100	10	91	91
2	100	10	61	152
3	110	10	92	244
4	111	10	100	344
5	120	10	150	494
6	100	10	120	523
7	180	10	60	522
8	50	10	70	500
9	90	10	90	490
10	100	10	100	440
11	100	10	87	407
12	100	10	95	442
13	98	10	92	464
14	97	10	95	469
15	96	10	97	466

Last revised: September 23, 2018