You can view your business performance versus your forecast or budget using a 'Comparison Card'. A Comparison 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.
Video: Using a 'Comparison Card' to create a report comparing actual data against forecasted data
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Creating an 'Actual vs Budget' report
To create an 'Actual vs Budget' report, you'll first need to create a Comparison Card. You can add a Comparison Card to your board by selecting to add a new card and then selecting Comparison Card from the 'Build Your Own' section:
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:
In the 'Report' tab, add the accounts or formulas you wish to view in your card:
Click 'Done' to view your completed card: