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Trends dashboard

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to stack trends to identify whether certain patterns or deviations occur outside expectation.


Navigate to the Trends tab

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.
  4. Select View Analysis on the desired analysis, or use the sidebar to open the Analyze menu, then select the name of the analysis you want to see.
    You will go to the Analyze page.
  5. On the Analyze page, select the Trends tab.
    You will see the Trends dashboard.


Account trends graph

The accounts trend graph lets you compare monthly or periodic trends across multiple accounts or custom columns. Use the trends showing menu to select from the 3 views:

  • Ending balance*: The balance on the selection at the end of the period.
  • Activity: The change-in-value on the selection throughout the period.
  • Cumulative year-to-date activity: The cumulative change-in-value on the selection from the start of the year.

*The Ending Balance view is only available if you have imported an ending balance file.

Compare account trends

  1. Open the Account selection menu.
  2. Use the checkboxes to select and deselect accounts.
    Selecting multiple accounts allows you to see a trended comparison.
    You can also use the chevrons to expand the account hierarchies. This will allow you to select accounts at a more granular level.
  3. Apply your selection(s) to update the graph.
  4. You can then choose to view the data by month, by quarter, or by period.
Apply filters

After selecting accounts, you can apply filters for a more granular view.

  • If multiple values within the same filter menu are selected, they will be added together.
  • If multiple values between different filters are selected, the selections will intersect

For example, if the Trend graph is displaying trends of "Revenue and Expenses" and you add a filter for "Region = Ottawa or Toronto", the graph updates to display how the selected accounts intersect with those regions.

Note: Filters are only enabled on the Activity and Cumulative Year-to-Date Activity views. The filters available depend on the selected library and/or custom filters created during column mapping.

Other trends

Additional pivots of this data are available for any additional categories specified in the data. For example, if Program has been specified as an available category, a Trend graph that looks at the account data through the lens of one or more Programs can be created.

The following refers specifically to the Program trends view but the same principles apply to the Fund ID trends, Fund Restriction trends, and Custom trends.

Select a trend

To select the type of trend, use the leftmost menu on the Trends dashboard to make your selection.

Change the view

The graph uses 3 views to display the data:

  • Ending Balance*: The balance on the selection at the end of the period.
  • Activity: The change-in-value on the selection throughout the period.
  • Cumulative year-to-date activity: The cumulative change-in-value on the selection from the start of the year.

*The Ending Balance option is only available if you have imported an ending balance file.

To change the view, use the trends showing menu.

Select accounts

  1. Open the Account selection menu.
  2. Use the checkboxes to select and deselect accounts.
    Selecting multiple accounts* allows you to see a trended comparison.
    You can also use the chevrons to expand the account hierarchies. This will allow you to select accounts at a more granular level.
  3. Apply your selection(s) to update the graph.

*If you select multiple accounts (for example, Direct Costs and Operating Expenses), the Program trend lines display the net of those accounts.

Apply a filter

Apply filters to see a more granular view of your data.

  1. Open the filter menu you want to use.
  2. Select the appropriate filter(s).
  3. Apply the filter(s) to the graph.


Show adjustments

Use the Adjustments toggle to view or hide ratios with adjusted values.

Note: This toggle will only appear if you have imported adjustments, reclassifications, or eliminations into your analysis.

Available trend views and filters

The views and filters available depend on the library you select, and whether or not custom filters were created during column mapping.

Type

For-profit library

Not-for-profit library

Not-for-profit with funds library

Notes

Account

User

Only available if the User column was mapped.

Type

Only available if the Type column was mapped.

Source

Only available if the Source was mapped.

Fund ID

Fund restriction

Program

Only available if the Program was mapped.

Custom filters

Only available if a custom filter was created during column mapping.

 


Anything else on your mind?
Log in to MindBridge to chat with us, email support@mindbridge.ai, or reach out to your assigned Customer Success Manager.


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