Analysis

What Analysis is for

The Analysis workspace is where you go to understand why the numbers move. It groups around 30 ready-made charts, a KPI catalogue, a variance bridge, and an account-level explorer behind a single tab bar, all reading from the same confirmed actuals and selected plan as the rest of statycs.

Analysis is read-only as a view. KPIs created here surface in the Dashboard picker.

TL;DR

A tabbed workspace: curated chart views (Overview + admin-named custom views), an Explorer for the full chart catalogue, plus KPIs, Variance, and Accounts.

Analysis workspace overview with charts and KPIs

How Analysis works

The tab bar drives everything. Overview and any admin-created views (e.g. “Board Meeting”, “Revenue Focus”) render a 3x2 grid of swappable charts. Explorer is the full catalogue, organised by category. KPIs, Variance, and Accounts are dedicated tools.

A single set of subheader controls applies to the active tab: range preset, period mode, and tab-specific extras (Variance KPI, Accounts compare, etc.). The catalogue covers P&L, Revenues, CF & Debt, NWC, BS, plus a Custom category for charts built in the Chart Builder.

Analysis elements

Tab bar

  • Overview — the default chart grid for the company.
  • Custom views — admins can add any number of named tabs; each gets its own 3x2 grid. Views and grids are scoped per company; a new sibling company starts with the existing sibling’s layout and then evolves independently.
  • KPIs, Variance, Accounts — fixed tools.
  • Explorer — separator pill with a category dropdown (P&L / Revenues / CF & Debt / NWC / BS / Custom).

Range preset

A calendar pill with: CFY, YTD, L3M, L6M, L12M, Prior Year, N12M, All, and a Custom range picker (month grid, click start then end). Hidden on the KPIs and Accounts tabs.

Period mode (M / Y / P)

  • M monthly, Y yearly on chart views, Explorer, and Variance.
  • P is the yearly P-mode used on the KPIs tab; switching to KPIs forces P and restores your previous mode on leaving.
  • Variance and Accounts hide the M/Y toggle entirely.

There is no quarterly view.

Edit mode

The pencil button toggles two independent edit modes: one for chart views (swap chart slots, manage view tabs as admin) and one for the KPIs tab (add, rename, edit formulas). Editors+ only.

Per-chart actions

Every chart card carries the same action buttons: toggle tooltip and toggle data labels. (Swapping which chart fills a grid slot is done in edit mode, above.) These display toggles are session-only — they reset on reload; statycs never stores them in your browser.

Variance and Accounts subheader

When Variance is active, the subheader gains a target-KPI pill (EBITDA / EBIT / Net income / Contribution margin I / Total output), a materiality input, and L1/L2 + vs Plan / vs PY toggles. Accounts shows its own period preset and a vs Plan / vs PY pill.

Presentation mode

A floating present button appears on chart views and Explorer; it opens Presentation Mode for a full-screen slideshow.

  • Chart Builder — build custom charts saved into the Explorer Custom category
  • Variance — waterfall bridge from Plan or PY to a target KPI
  • Presentation Mode — full-screen slideshow of selected charts
  • Dashboard — surfaces KPIs defined here
  • Financials — same data, statement view