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Adoptiv

Comparison Periods

The same measure over a window pushed backwards, run as a second aggregate and subtracted, so a figure arrives already carrying what it read the last time anybody looked at it.

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 recognises and accepts an uneven comparison to do it.
0
ways to shift the window back
0
presets the primary window offers
0
queries a comparison costs

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

The mechanism

How it works.

01

The prior window is derived, not typed

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

Anything carrying a measure 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 widget drops it on purpose

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
Labelling
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 the portal.

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

Columns, funnels, treemaps, radar, scatter, gauges and pivots - offered only where the data shape supports them, so no chart can misread its own data.

Dashboards

Build as many as the floor needs, arrange them on a grid, and give each team the one that answers their question rather than everybody's question.

Cross-Filtering

Click a bar and the rest of the dashboard follows it, so the next question is asked by pointing at the answer instead of rebuilding the filter.

Drill-Through

Wire a chart's clicks to a second dashboard. The value travels on the URL and is read by the board that was named before it paints for the first time.

Pivot Tables

Cross one dimension against another with row, column and grand totals - the shape a finance team asks for when a chart will not settle the argument.

Conditional Formatting

Colour a number by the rule that matters - under target, over threshold, inside a band - so a dashboard reads correctly from across the room.

Filter Trees

Seventeen operators in a nested and-or tree, so the report that needs two exceptions and a date range stays one widget instead of becoming three.

Theme Sets

Six palettes including a print set, pinned per widget, each carrying eight series colours plus the axis, grid, card and tooltip colours drawn around them.

Public Links

Thirty-two bytes of entropy, an expiry you choose, revocation on the spot, and only the hash kept at rest, on a board that draws its figures for a reader.

Embedded Widgets

Name a slot at the call site and one authored widget answers it everywhere inside the product, computed against the records of whoever is signed in.

Call Analytics

Total calls, answered rate, average duration and missed calls, split by direction and outcome, over the call records rather than a sampled 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.

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