Viewing Previous Year’s Performance #
You can review past performance from both the Company Goals Dashboard and the Macro Plan Dashboard. Both are located in the same place.
Switching Between Years #
- In the top right corner, you’ll see a Year dropdown menu.
- Use this to toggle backward to prior years or forward to future plans.
Updating Plans and Actuals #
You can update data in either of two ways:
- Direct Entry – Update each cell month by month (plan or actuals).
- Bulk Update – Use the three dots on the right-hand side to:
- Export to Excel or Google Sheets.
- Make edits.
- Import the full dashboard back in.
How Far Back You Can Go #
- Historical performance is available starting one year prior to when your company instance was created.
- Example: If your company instance was created in 2025, you can view data back to 2024.
- This applies to both Company Goals and the Macro Plan dashboards.