Feature launch: Introducing Trailing Date Ranges for Enhanced Reporting and Forecasting

March 22, 2023

Feature launch: Introducing Trailing Date Ranges for Enhanced Reporting and Forecasting

Today, we are thrilled to announce the launch of trailing date ranges!

This powerful new addition to our suite of reporting tools enables you to create insightful and customized reports without the hassle of constant manual updates. With the ability to select various trailing date ranges, such as the trailing 6 months, 12 months, 13 weeks, or 14 days, you can now tailor your reports to suit your specific needs.

In short: You can create a report with a trailing date range for any date range you like.

To help you make the most of this new feature, here are some practical use cases that demonstrate the versatility and value of implementing trailing date ranges:

  1. Effortless Report Updates: By creating a report with a trailing date range, you no longer need to manually update the date range every month or week. The report will automatically roll over to the next period, saving you time and ensuring accuracy.
  2. Real-Time Cash Flow Analysis for Restaurants: Using a live trailing 13-week cash flow report, restaurant owners and managers can keep a close eye on their cash flow, making it easier to identify trends, address issues, and plan for the future.
  3. Rolling P&L Forecasting: Build a more accurate and flexible profit and loss forecast by using the trailing 6-month actuals as the basis for your projections. This approach allows you to quickly adapt your forecasts to changing business conditions.
  4. Predicting Cash Balances: Enhance your cash management strategy by estimating future cash balances based on live actuals. With real-time data, you can make informed decisions to optimize cash flow and avoid potential shortfalls.

And that's just the beginning! The dynamic trailing date ranges feature has endless potential applications across various industries and business functions, from finance to marketing and beyond. So, what are you waiting for? Start exploring this powerful new tool and transform the way you approach reporting and forecasting today!

Learn more here in the video

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