🎉 New Feature: Predefined Date Ranges in Date picker 📅
We've just rolled out a new feature to enhance your reporting experience! Now, you can quickly select from predefined date ranges that will help you easily analyze and compare performance across various periods, with automatic comparison to previous years. This update simplifies trend tracking and allows you to draw better insights for strategic decision-making.
Benefits 🌟
Save time: Quickly select predefined date ranges with one click. No more manual date selections!
Instant comparisons: The system automatically sets comparison periods to the same time last year for easier benchmarking.
Data-driven insights: Leverage insights from both current and previous periods for more impactful decision-making.
Simplified reporting: Use these ranges across all your reports to get consistent and actionable insights.
Use Cases 💡
Monitor Short-Term Trends (Last 7 Days) 🔄
When to use: You need quick insights into recent performance.
Benefit: Compare your performance week-over-week for agile decision-making.
Example: Track trends for the past week and compare them to the same week last year to spot growth or drops.
Monthly Insights (This Month) 🗓️
When to use: You want to analyze this month’s performance up to today and compare it with the full previous month.
Benefit: Understand monthly progress in real-time.
Example: See how this month’s sales are stacking up against last month.
Full Month Comparison (Last Month) 🔙
When to use: To evaluate the complete previous month.
Benefit: A full picture of last month’s performance, ideal for month-over-month reports.
Example: Look at how the last month’s results compare to the same month last year.
Quarterly/Seasonal Insights (Last 12 Weeks) 📊
When to use: If you want to assess trends over a quarterly or seasonal period.
Benefit: Analyze performance over the past 12 full weeks to see seasonal changes.
Example: Compare trends from the last 12 weeks to the same 12 weeks from the previous year.
Year-over-Year (Last Year) 🔁
When to use: Perfect for year-end reports or annual trend analysis.
Benefit: Compare this year’s performance to last year for strategic long-term insights.
Example: View metrics from the last full year and compare them to the year before.
Track Progress (Year to Date - YTD) 📈
When to use: Analyze performance from the start of the year to the current date.
Benefit: Get an up-to-date snapshot of the year’s progress.
Example: Measure your YTD performance and compare it with the same period last year.
Custom Reporting (Custom Range) 🛠️
When to use: Choose your specific date range for precise analysis.
Benefit: You’re in full control of the period you want to analyze.
Example: Select a custom range or even a single day and compare it with the same dates last year.
How It Works 🤖
Select Your Date Range: Choose from any of the predefined options (e.g., Last 7 Days, This Month, Last Year, etc.) from the datepicker.
Automatic Comparison: The system automatically compares the selected date range with the same period from the previous year, saving you time and ensuring accurate comparisons.
Real-Time Updates: Your reports and dashboards will update in real time based on your selection, allowing you to make quick decisions.
New Datepicker Position 📍🧙♂️
With this update, the datepicker has been moved to a more prominent position on the page for easier access and a streamlined user experience. You’ll now find it at the top of your dashboard and reports, where it’s immediately visible and allows you to quickly adjust your reporting period without having to scroll or search.
Why the change?
We’ve placed the datepicker where it’s most visible to ensure that setting your date range is always the first step in analyzing your data.What’s different?
The datepicker is now more prominent in your workflow, making it easier and quicker to adjust your reporting periods.
Predefined options are easier to access, so you can start analyzing right away without navigating to multiple sections.
🔥 Bonus: Daily Datepicker for Customer Intelligence
The datepicker in Customer Intelligence screen now supports daily selections instead of only monthly ones. This enhancement provides more granular insights, allowing for daily tracking of customer trends and smarter decision-making.
Ready to Use It? 🚀
With this release, analyzing your business performance just got easier. Select your date range, see your data instantly, and make strategic decisions faster. This feature is now available across all reports and dashboards.