Best Way to compare budget numbers

Maz Pate

Hi Communnity,

I have been tasked with adding a visual to a dashboard that would compare metrics reported monthly via a form (automated) to a fixed budget amount to show if the entity is on track/over/under etc.

What would be the best way to do this - I would want it to automatically populate

Thank you for your help!

Andrée Starå

Hi @Maz Pate

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Maz Pate

Thank you Andree, I haven't created it yet, and was just wondering the best way to go about creating whether it would be in the form of a report