Following some customer feedback, we have taken another look at the charts in CLARIFYProperty. The result is a simpler view of your cashflow, with more detail available when you want it.

The original charts were relatively quick to put together from a development point of view. They gave us a useful starting point for showing the figures, but getting a chart onto a page is only part of the job. Taking time to decide what it should show first, and how much information it asks you to take in at once, makes a difference.

Customer feedback gave us a reason to step back and spend a little more time on that presentation.

A clearer starting point

In Portfolio Control, the charts now show net cashflow and cash balance separately. That makes it easier to follow how much money is coming in or going out during each period, and how your balance changes over time.

The category breakdown is still available through Show breakdown, but it no longer needs to be part of your first view. You can start with the overall picture, then bring in the detail when you have a question to explore.

We have applied the same approach to Smart Schedules, with scheduled cashflow and an optional breakdown.

Making the timeline easier to follow

We have also tidied up how the charts distinguish actual figures from schedules and projections. Subtle background shading, line styles and clearer labels help explain what you are looking at without adding more lines to the legend.

Periods containing both actual and scheduled cashflow are identified, and selected scenario dates are highlighted so you can see where a scenario applies. The chart values and their sources are also available in an expandable table if you prefer to read the figures directly.

These changes are about making the existing figures easier to understand. Sometimes that means spending more development time to put less on the screen at once. The feedback helped us see where that extra attention would be useful.