1. Portfolio Schedule Trend Display
1. The ‘Schedule Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side bar of the page and click a report from the list as shown below.
For instructions on how to navigate to the portfolio reporting module Click here.
2. To view the ‘Schedule Trend Display’, navigate to the ‘Pipeline’ section and hover over ‘Trend’ as shown below.
3. Below are the calculations for the ‘Schedule Trend’.
