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Portfolio - Historic revenues
Portfolio - Historic revenues

What to expect when looking at historic performance in Portfolio, from indices and simulations, to physical operations and downloads.

Tim Overton avatar
Written by Tim Overton
Updated over a week ago

Historic revenues is the view of an individual asset's revenue performance over time. Here's a summary of everything included:

Revenue breakdown

The revenue breakdown chart is the focal point of all of the comparisons being made in Portfolio.

vs. Index

Analysts can change the index that you're using to compare against revenues with the settings button in the top right of the page.

vs. Simulation

Analysts can change the simulation that you're using to compare against revenues with the settings button in the top right of the page.

It can take some time for simulations to run and so data may not appear instantly.

vs. Plan

Analysts can change the forecast that you're using as your Plan with the settings button in the top right of the page.

When you click to change the Plan you will be redirected to the Expected revenues tab where you'll be able to see the forecasts attached to the asset.

Downloading data

You can download data displayed in the revenue breakdown graph using the "Export as CSV" button in the top right of the screen.

This download will include the data exactly as it is displayed on the graph, so if you're looking at monthly granularity it'll be monthly as so on.

Physical operation

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