We created Variance Reports so you can get a more granular understanding of your portfolio companies' performance.

Continue reading below for instructions on how you can create a variance report.

To create a variance report, navigate to Dashboards on the left side of your screen or use a Company-specific dashboard located in the company profile.
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From here, click into the dashboard where you want to add a Variance report (or create a new dashboard where you want to add a variance report). Select +New located in the top right followed by Variance report.
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Next, name your variance report & choose the display period month or quarter.
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To add a the primary metric, search for the metric and then select it from the drop-down.
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Then click the drop-down titled Select forecast or budget metric to add your other metric.
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Next, select the insights to compare the metrics.
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Note: You can customize the arrow color associated with your variance % and style your report to have striped rows.

Select Save and this chart will be added to your dashboard.

Please let us know if you have additional questions!