The Cloudberry Reporting functionality allows you to create reports of your Forecasts, Actuals, and other key metrics.
Cloudberry supports two types of tables:
- Time Series
- Custom Columns
The Time Series table works best for displaying continuous monthly time periods, such as a 12-month summary PnL.
The Custom Columns table is most useful for comparing and displaying the changes between two time periods. For example,
- Budget vs Actuals
- Base-Case vs Target
- 2022 vs 2023 growth
- YTD growth vs last year
To get started, add a new table at the top right corner of the screen, under the button New. Select Table - Time Series.
Give your table a Title, and an optional Subtitle.
Navigate to the Edit Rows tab on the sidebar. Add your first row by clicking on the +Row button.
Next, use the Data Source dropdown to select which data you want to display. For example, Revenue from your PnL. Note: you won't see any numbers on the table until you add at least one column with a time period.
The Row Name will be prefilled the first time you select a Data Source, but you can edit the name later. Note: the Row Name will not be automatically changed again, even if you decide to switch the Data Source to something else later.
Select the time period you want to display in your table. The table defaults to the last calendar month regardless of the last month of Actuals in your financial model.
Tables with Custom Columns are useful for comparing two time periods and displaying the change between those periods. For example, comparing the Budget to Actuals, or displaying the difference between two scenarios.
Give your table a Title, and an optional Subtitle. Use descriptive titles, such as
- Title: Profit and Loss Summary
- Subtitle: 2022-2023 YoY growth
Add the first row in your table by clicking on +Row button.
Next, use the dropdown to select the Data Source you want to display. For example, Revenue from your PnL. Note: you won't see any numbers on the table until you add at least one column with a time period.
The Row Name will be prefilled the first time you select a Data Source, but you can edit the name later. Note: the Row Name will not be automatically changed again, even if you decide to switch the Data Source to something else.
By default, Cloudberry tables will display a sum of values for any selected time period. For example, a sum of revenue for 2023. Sometimes, you might want to display a value that represents a balance at the end of a period, not a sum. For example, your ARR (Annually Recurring Revenue). To display a balance, use the dropdown to display end of period values.
You can also format the row text and numbers under the Text Format options.
Add the first column by clicking on the +Column button. Enter the Column Name. This is typically the time period such as "2023", or an indicator of how the columns will differ from each other (such as "Budget", "Actual", or "Forecast.")
Next, select the time period for the column. For a column named "2023", you'd select January 2023 - December 2023.
To complete this column, select the Scenario you want to display.
Finally, repeat the steps above to add another row. Optionally, you can select Display Deltas to display two additional columns calculating the dollar and percentage changes between your columns.