Waterfall

This waterfall template comes, as all the other templates, fully standard with the library of templates within the CXO-Cockpit.

The reports, built within Waterfall template, are used to analyze the variance between two periods or categories for an account.

Please, see an example below:

1. The waterfall shows the positive or negative contribution of a region or any analytical dimension member to the variance between budget and actual for an account. This can be a change between any categories within a month or a change over a range of time periods. When you click on one of the red, yellow or green bars the waterfall will drill down one level in the member hierarchy if available and show details for that member in the bar charts on the right. In this example we are looking at the Net Sales account that you can select and change via a pick list (1A).
2. With this button you can choose whether you view the data in the waterfall graph from a base member perspective or from an aggregated perspective.
3. You can select compared categories, by using a pick list
4. With this button you can switch between regular view and zoom. The Regular view shows the waterfall from zero to the highest value and zoom shows the area where the actual variance is.
5. The top right bar chart shows the account (1A) for the dimension in the POV in two categories for the current and previous 5 months. You can look for further details by clicking on any bar behind an account in the waterfall and choose show detail or drill down. The displayed categories can be changed in the business settings.
6. The bar chart in the right bottom shows the variance. You can choose between variance in percentages and absolute values.