Waterfall view

Waterfall view compares the base budget and forecasts, and is available in all types of reports.

Waterfall charts track the actual results (if added) compared to both your base budget and your saved forecasts.

To view a waterfall chart:

  1. Create a base budget and at least one forecast version. For more information, see Navigate version history.

  2. From the Sheets tab, set the first dropdown list to Forecasts and the second to Waterfall.

    Demonstrates how to set up waterfall view in Sheets.

  3. Toggle whether you want to see the difference in numbers or as a percentage.

    Shows how you can show the difference between the base budget and forecasts as a number or as a percentage.