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Adoptiv

Comparison Periods

Nobody has to remember what last week looked like, or dig out the sheet somebody wrote it on. The same figure is counted again over the window before it, and the tile prints the difference underneath.

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The same window, pushed backwards

2 aggregates, 1 measure
Primary window · this month
15 presets, counting any-time and a custom pair
Dec
Jan
Feb
Mar
March
prior
prior reads 1 to 28 February
half-open seam · no record counted twice
Six ways to shift it back
What the second pass produces
Closed won · this month
412up from 366
vs 1 to 28 February
Which shapes resolve a prior window
  • KPI
  • CATEGORICAL
  • SERIES
  • SCATTER
  • TABLE
  • GAUGE
  • HIERARCHY
no chart on this platform plots period over period
A widget marked live drops it, by two routes
  • embedded pathpreset stripped, 1 query
  • on a board2 queries, result never drawn
The label is read from the pair of presets, so today against previous-period prints as yesterday · a custom pair prints its dates instead
Both bounds shift back one calendar month, so the prior window lands exactly on February and is three days shorter than March. A named shift lands on boundaries a person recognizes and accepts an uneven comparison to do it.
0
ways to shift the window back
0
windows to pick without typing a date
0
passes over the same tables, not one

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

You never type last month's dates

The primary window resolves first. Previous-period then steps back by that window's own length, so a one-day window compares to yesterday and a fortnight to the fortnight before. The named shifts step a fixed week, month, quarter or year regardless of how long the primary window is.

02

The second pass is the first pass, moved

Identical joins, identical conditions, identical measure, only the date bounds swapped. Both bounds are half-open, so a window ends the instant the next one starts and no record is counted twice at the seam.

03

Every tile with a number in it gets one

The dispatcher builds the comparison alongside the primary query wherever there is a measure to compare. A single-figure card prints the difference under the number; a series chart plots the prior window beside the current one on the same axes.

04

A live tile does not pretend to have a benchmark

A widget marked live swaps its change indicator for a pulse, because a moving number and a fixed benchmark do not belong on one tile. The preset is stripped before the query is assembled rather than after, so the round trip is saved instead of made and discarded.

Where it sits

One moment in every number.

Every number passes through the same seven. Comparison Periods is the lit one, and everything either side of it is a different page in this category.

  1. 01
    Query

    what is asked, and of what

  2. 02
    Shape

    the measure and the dimension

  3. 03
    Draw

    the visual chosen for that shape

  4. 04
    Arrange

    where it sits on a dashboard

  5. 05
    Filter

    narrowing it after the fact

  6. 06
    Drill

    going from the number to the rows

  7. 07
    Share

    who else gets to see it

The specifics.

8 facts
Shifts
Previous period, previous week, month, quarter or year, or two dates you name
Primary presets
Fifteen in total, counting the any-time entry and the custom pair
Applies to
Any shape carrying a measure. The card prints the difference, a chart draws the prior window beside the current one
Cost
One additional aggregate against the same tables
Live widgets
The indicator is hidden, and the extra round trip is skipped rather than made and thrown away
Labeling
Read from the pair of presets, so today against previous-period prints as yesterday. A custom pair prints its dates instead
Reported bounds
Queried half-open, reported with the last day inside, so a week reads as seven days rather than eight
Not the same as
Reference Lines, which marks a fixed target rather than the same measure moved in time

More in Reporting & Analytics

12 capabilities

Seven data shapes, twenty-two visuals, shareable without a login.

Dashboard Sharing

Hand a board to a team or a CRM role, at read or at edit, by the person who built it. Roles outlive people, which is why a share points at one, not a mailbox.

Chart Visuals

Nobody builds a chart that misreads its own numbers, or finds that out on the wallboard. Columns, funnels, treemaps, radar, scatter, gauges and pivots.

Dashboards

The board a team opens on holds the figures that team is judged by, not everybody's. Six columns to lay them out in, and your own tab opens first.

Cross-Filtering

Click the bar for one queue and the rest of the board goes with it. The next question gets asked by pointing at the answer, and undone by clicking again.

Drill-Through

Some answers will not fit on the board that raised the question. A click leaves carrying the value it stood on, and lands on a board already narrowed to it.

Pivot Tables

Agents down the side, weeks across the top, and the number you care about in every cell. The shape finance asks for when a chart will not settle the argument.

Conditional Formatting

A board on the wall gets read from across the room. Anything under target colors itself as the chart is painted, so a supervisor sees it without stopping.

Filter Trees

The report that needs two exceptions and a date range stays one widget, instead of three tiles that nearly agree. Seventeen operators in a nested and-or tree.

Theme Sets

Six palettes, one a print set for the pack that goes in front of a client. Pin one to a tile and the series, axis, grid and tooltip all move together.

Public Links

Send a client the board without giving them a login. The address works until the day you name, dies the moment you revoke it, and leaves a row explaining why.

Embedded Widgets

A figure on the screen where the work happens, not on a board somebody must remember to open. Built once, worked out against the records of whoever opens it.

Call Analytics

How many calls, how many answered, how long they ran, how many missed, counted off the records the switch already wrote. Not a sample or last night's export.

Reporting & Analytics

See comparison periods on your own floor.

Thirty minutes, your numbers and your data. We will set comparison periods up live and you can decide from the thing itself rather than from this page.

See pricing

14-day trial · no card · migration included