It’s a new month, and you have options as to how Telemetry treats the data from your most recent past months.

Go to General Settings by clicking the gear in the lower left corner to make your display choices.

The first option, “Automate actuals for all plan historical periods” will automatically replace the Projected data for a prior month with Actual data from your ERP immediately beginning on the first day of every new month. This is a great hand’s off method of keeping your plans up to date over time.

It’s early January – note here that December data displays as Actual without the user having to do anything.

You can optionally turn on “Display “Pending Close” prior to operational model publish each period” if you want to make it clear to your team that these numbers are not yet closed.

It’s early January – note here that December data displays as Actual without the user having to do anything. However, this time, the team is alerted that the month is pending. The only way to clear the Pending label, is to publish from Excel or Google Sheets with the Actual signifier in the December column.

The second option, “Follow individual plan setting for all historical periods” will NOT automatically replace the Projected data for a past month with Actual ERP data until you let Telemetry know you’ve closed a month by publishing data from Excel or Google Sheets. This ensures that Actuals are only shown after you have closed a given month.

It’s early January – note here that December data displays as Projected. The only way to move this to Actual, is to publish from Excel or Google Sheets with the Actual signifier in the December column.

Updating your plan after you’ve closed a month is easy – simply go to the most recent closed month in Excel or Google Sheets and change the signifier from Projected to Actual, then fetch data. This will update the recent month with actual data from your ERP.

If you’ve also mapped a balance sheet or cash flow statement, you can change those signifiers as well and select “All Sheets” from the Fetch menu.

You can optionally adjust any projections as you see fit.

When you are finished, click Publish and you’re all done. Telemetry will be updated with your latest information.