Reading a Plan By Period
One card per period, the current one open by default — the view that answers 'are we on pace this month?'
By Period is the default view on a plan's Overview. It answers the management question: is this period on track, and if not, which rows are dragging it?
The Collapsed Card
Each period is one card, in date order, showing:
- the period label, drawn from the plan's grid columns — "Jul 2026" for monthly, "Q3 2026" for quarterly, "Jul 15" for daily;
- a state badge — Completed, Current, or Upcoming;
- actual against target in the plan's currency, and, on a Quantity × Rate plan, units actual against target;
- a progress bar and the attainment percentage.
| Status | Meaning |
|---|---|
| Completed | The period has ended. Still recomputed on every visit, so a late-posted document moves it. |
| Current | Today falls inside the period. The card is outlined and expanded when the plan opens. |
| Upcoming | Not started. Drawn with a dashed border; the target is shown and the actual is zero. |
Click any card to expand it. Clicking the open one closes it, so you can collapse everything and read the plan as a list.
Inside an Expanded Card
Two or three metric cards, depending on the plan type.
| Card | Shown on | Contents |
|---|---|---|
| Revenue / Amount | Every plan | Actual, target beneath, then the attainment percentage — green when actual is at or above target, red when below — and the gap as money: "USD8,600 under" or "USD7,200 over". |
| Quantity | Quantity × Rate plans | Actual units, target units, and attainment on units, coloured the same way. |
| Avg Unit Price | Quantity × Rate plans that have posted units | Actual value ÷ actual units, with the planned average beneath. |
The breakdown
Beneath the cards, Breakdown lists every row that has a target in this period: its name, actual against target, units where they apply, a small progress bar, and the percentage. The bar takes the same five-band colours as everything else.
Click a breakdown line to open the target row page for that row in that period — pace, projection, and the row's own history.
How to Use It
| Question | Where the answer is |
|---|---|
| Are we on pace this month? | The current card — it is already expanded. |
| By how much did we miss? | The "over" / "under" figure on the Revenue or Amount card, not the percentage. |
| Which rows caused it? | The breakdown, read from the bottom of the list up. |
| Was it volume or price? | The Quantity card against the Avg Unit Price card. |
| Is the trend improving? | The Target vs Actual chart above, or the completed cards in order. |
A period that has not started shows its target with an actual of zero, which colours it as Behind. That is arithmetic, not a signal. Read the state badge first.
A weekly plan numbers its grid columns straight through the plan — W1, W2, W3 — while the period cards on the Overview number the week within its month. The dates are the same; only the label differs.