You can view your business performance versus your forecast or budget using a 'Compare Card'. A Compare Card allows you to view performance across any account category, line or formula comparatively, so you can see if you're ahead or behind target, over or under your budget.
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Creating an 'Actual vs Budget' report
Step One
To create an 'Actual vs Budget' report, you'll first need to create a Compare Card. You can add a Compare Card to your board by selecting to add a new card and then selecting Compare Card from the 'Build Your Own' section:
Step Two
In the 'Comparison' tab, select your Organization. In Column 1, select 'Actual Data', then select the forecast you wish to use in Column 2, before selecting your desired date range:
Step Three
In the 'Report' tab, add the accounts or formulas you wish to view in your card:
Step Four
Click 'Save' to view your completed card: