Reports and analytics

Per Period per Entity per Account: BudgetAmount, ActualAmount, ForecastAmount, Variance, VariancePct, ForecastVariance, with the Cost-Center Head and FluxStatus surfaced inline. Drillable from LegalEntity → Division → Department → CostCenter → Account, with the FluxComments rendered at the leaf. The FP&A Analyst's daily landing report and the close-week defense pack.

Walks from prior-period EBITDA to current-period EBITDA via Volume, Price, Mix, Cost, and Headcount drivers using the BudgetLines × Drivers decomposition. Powers the "what changed" narrative in every BoardPack. US dollars only at this tier.

Per Entity per Period: Headcount Driver values, AvgSalary, PersonnelExpense BudgetLines (Budget vs Actual), trailing-12 with delta. The cross-walk into Payroll's Headcount Cost ledger and the input to next-cycle workforce planning.

Side-by-side WhatIfRuns for one Version: BaselineRevenue, ScenarioRevenue, BaselineOpEx, ScenarioOpEx, BaselineEBITDA, ScenarioEBITDA, RevenueDelta, EBITDADelta, with InputsSummary expanded. Used by FP&A Director and CFO to stress-test the call before it goes to the board.

Per Account per Period across the rolling window: BudgetAmount, ActualAmount (closed periods), ForecastAmount (open periods), with the trajectory line over the last several RollingForecasts to show how the forward view has shifted month over month.

Per Entity per Account per Period: BudgetAmount, ActualAmount, CommittedAmount, AvailableToSpend (locked baseline + applied transfer deltas through the selected cutoff − reconciled Actual − remaining unrecognized Committed), with overcommitted rows flagged. The Cost-Center Head's spend-discipline report.

Every BudgetTransfer in a Cycle with FromEntity / FromAccount / ToEntity / ToAccount, Amount, Reason, RequestedBy, ApprovedBy, and Status. Grouped by Period and approver. The internal-audit and compliance ledger for mid-year reallocations.

Every AssumptionsLog row in a window with ChangeType, Driver / DriverFormula, FromValue / ToValue, Reason, ChangedBy, ChangedAt, and the RelatedRecord. Filterable by Driver, by changer, by Cycle. The Auditor's primary report for "what assumption produced what number when."