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Status Future consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Apr 16, 2025

RELATED IDEAS

Account/Record Markers for Dashboard Charts

While Envizi can currently show us whether data is Actual, Accrued or Estimated, the charts on the frontpage dashboards don't show the spread of that data:- If a user wants to see whether data comes from one 12 month invoice or meter reading or from consecutive monthly invoices/meter readings, they would have to go into the Records page of each account, or review the data in the Monthly Data Summary reports. 

By adding simple line markers to the charts that reflect each account being reported, you would be able to highlight the frequency of data as well as the sum totals of how much is actual, accrued and estimated. In instances where we have actual data based on infrequent records (such as annual invoices or reconciliations) this would give an easy to understand and quick visual explanation for why data may appear to be flat for the period, or may jump up or down from one period to the next - Rather than being reflective of month to month changes, the line markers would indicate that this is the period where one record ends, and another on begins

Additionally, if it is possible to also add the actual record numbers as an option extra alongside each marker, that would give an additional easy to understand bit of visual context on where the data is coming from

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Idea priority Low
Needed By Not sure -- Just thought it was cool
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