System Setup & Administration
Dashboards & Reports
Planning & Budgeting
Tips & Tricks
Variance Analysis in Reports
Setup report templates to show variances between to sources like budget vs actual
In order to see your performance from one budget to the next or forecast vs. actuals, you can run a variance report in your executive summary, income statement or balance sheet.
Please see Rolling Forecast to learn about defining your plan of record and maintaining a live plan throughout the year
-> Report Template (Learn about report templates) and "Edit Columns"
To define the rules that govern what is considered favorable please see this help article