When drafting your Update for your Investors, you have the capacity to include charts.
That being said, it is possible that you may want to display your data in various combinations.
As an example, we will use Revenue to display as a chart. Based on how you have set up your KPIs, you may want to show:
Actual Only
Plan Only
Actual vs. Plan
Once you have decided, all you have to do then is + Add the Chart to the Section of the Update then Click on the drop down menu below and select what you wish to display to your investors:
Should you have any questions or concerns, you can reach us by using the messenger on the bottom right hand side and Start a New Conversation and we will be happy to assist you.