Use Statement settings and linked cells

Statements show financial line items for the current deal. Use them to connect assumptions, cash flow, Dashboard output, and memo support.

Statement settings

Open Statement settings from the control in the statement header. When available, View changes the period view between Year, Quarter, and Month. Detail controls how many row levels are visible.

Use less detail when you need a quick summary. Increase detail when you are reviewing a variance, tracing a subtotal, or preparing a memo.

Linked cells

Statement rows can connect to the Graph. Hover or select supported rows and cells to highlight related values. If the Graph panel is open, linked items can help show how a statement value connects to assumptions and other outputs.

Review flow

Good statement review starts in Year view for the highest-level trend. Increase Detail until key line items are visible, switch to Quarter or Month when timing matters, select a material row or cell to compare linked Graph context, then open the related Inputs and sources when you want to explain the value.

If a statement does not load or appears incomplete, refresh the workspace and reopen the statement. Contact support if the same statement keeps failing.