You can see the progress that has been achieved on a metric and how that progress relates to a target, across three horizons:
Period
Progress achieved between two deadlines (when today’s date does not fall between those deadlines)
Or progress achieved since the most recent deadline until today and how that relates to the target of the upcoming deadline (when today's date does fall between two deadlines)
Annual
(When today's date does not fall between the two year start dates) The progress achieved between two Year Start Dates
Or the progress achieved since the most recent Year Start date and today's date; and how that progress relates to the cumulative target for the upcoming year start date
All-Time
When in table view on a project page or album page: The progress achieved on that metric between the start of the project and the deadline date of that column; and how it relates to the cumulative all time target on that deadline date
When in list view or strategy view on a project page or album page: The progress achieved on that metric between the start of the project and today's date; and how that relates to the upcoming cumulative all-time target
When on a progress board: The progress achieved between the start of the project and today's date (or in the date range as set by the Story/Timeline Filters); and how it relates to the upcoming cumulative all-time target
This applies to project-level progress trackers (metrics) and album-level progress trackers (metrics)
Where this data can be viewed
Project-level progress trackers | Album-level progress trackers | |
|---|---|---|
Yes | No | |
No | Yes | |
Yes | Yes |
You can see Period, Annual and All-Time in 3 views:
Strategy
List
Table
You can decide the annual cycle that your project or Album runs on. The start of the annual cycle is the Year Start date.
When you want to report on progress within the year (this is called “cumulative Annual”), Makerble users the Year Start date to determine when each of your years start and end.
By default the Year Start date is 1st January.
Example
In the United Kingdom, several organisations user the financial tax year as the basis for their annual cycle. It starts on 5th April each year so they will set their Year Start date for a project as that date.
How to change a project's year start date
Wherever a target is entered for a metric, whether manually (at a project or album level) or automatically (only available at an album level), it is a period target.
This means that the target describes the intended progress to be achieved between the previous deadline and the deadline that the target is being set for
This is the sum of the previous targets since the most recent Year Start date plus the target on the deadline you are looking at.
You do not need to create cumulative targets, Makerble adds that up for you for each deadline.
Example
The metric is Children Treated
The project starts on 1st January 2023
The project follows the calendar year so the Year Start date is set as 1st January
The first deadline is 31st January 2023 and the target at that deadline is 100. This means that the intention is to treat 100 children in that month
The second deadline is 28 February 2023 and the target is 120. This means that the target is to treat 120 children in that month.
Makerble will show that the cumulative Annual target on 31st January 2023 is 100 but that the cumulative Annual target on 28 February 2023 is 220 because it has added up all the previous targets including the current one.
This is the sum of ALL the previous targets plus the target on the deadline you are looking at.
You do not need to create cumulative all-time targets, Makerble adds them up for you for each deadline.
Example
The metric is Children Treated
The project started on 1st January 2018
The first deadline was 30th June 2018 and the target at that deadline was 100. This means that the intention was to treat 100 children between 1st January 2018 and 30th June 2018
The second deadline was 31st March 2019 and the target was 120. This means that the target was to treat 120 children between 30 June 2018 and 31 March 2019.
The third deadline was 30th September 2022 and the target was 500. This means the intention was to treat 500 children between 31 March 2019 and 30 September 2022.
Makerble will show that
the cumulative all-time target on 31st January 2018 was 100
but that the cumulative all-time target on 31 March 2019 was 220 because it has added up all the previous targets including the current one.
Sand that the cumulative All-Time target on 30 September 2022 was 620.
The upcoming deadline is the deadline the next deadline, based on today's date. That deadline will have a period target for each metric. By default the period target for each metric at each deadline is zero.
E.g.
A project has two deadlines, 5th January 2023 and 20th February 2023
If today's date is 5th October 2022, the upcoming deadline is 5the January 2023
However on 6th January 2023, the upcoming deadline will be 20th February 2023