# 5. Financial Trends

User Type: **Super Administrator**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 5. Financial Trends

### 5.1 Revenue Trends Over Time
**What it does:** Shows the revenue trends over time: the trend of the revenue (the trend, the revenue, the amount, the period, the change) is shown on the dashboard, so the revenue is visible over time (the trend is the direction). The Super Administrator views the revenue trends (the revenue, the amount, the period, the change) so the viewing is structured and the trends are explicit.

**Sub-features:**
- Revenue trend: the trend (the trend of the revenue, the amount, the period, the change)
- Revenue amount: the amount (the amount of the revenue, the currency)
- Trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual)
- Trend change: the change (the change of the revenue, the increase, the decrease)
- Trend comparison: the comparison (the comparison of the revenue, the periods)
- Trend view: the view (the trend, the revenue, the amounts, the period)
- Trend export: the export (the trend, the format, the period)
- Audit logging of the revenue trend viewing

**Super Administrator User Journey:**
1. Super Admin views the revenue trends: the trend (the trend of the revenue, the amount, the period, the change), the amounts (the amount of the revenue, the currency), and the period (the period of the trend); the trend is explicit.
2. Views the revenue amount: the amount (the amount of the revenue, the currency); the amount is the value.
3. Sets the trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual); the period is the scope.
4. Views the trend change: the change (the change of the revenue, the increase, the decrease); the change is the direction.
5. Compares the revenue: the comparison (the comparison of the revenue, the periods); the comparison is the analysis.
6. Exports the trend: the export (the trend, the format, the period); the export is the record.
7. The revenue is visible: the trend, the revenue, the amounts, the period, so the trend is complete.
8. The revenue trend viewing is audit-logged with the revenue, the period, and the timestamp.

**Rules & Edge Cases:**
- The revenue trend is the direction (the trend of the revenue, the amount, the period, the change); the trend is the insight.
- The revenue amount is the value (the amount of the revenue, the currency); the amount is the measure.
- The trend period is the scope (the period of the trend, e.g., the monthly, the quarterly, the annual); the period is the control.
- The trend change is the direction (the change of the revenue, the increase, the decrease); the change is the movement.
- The revenue is visible (the trend, the revenue, the amounts, the period); the viewing is managed.
- Revenue trend viewing is audit-logged with the revenue, period, and timestamp.

### 5.2 Growth Metrics
**What it does:** Shows the growth metrics: the metrics of the growth (the metric, the growth, the rate, the period, the change) are shown on the dashboard, so the growth is measured (the overview is the summary). The Super Administrator views the growth metrics (the metric, the growth, the rate, the period, the change) so the viewing is structured and the metrics are explicit.

**Sub-features:**
- Growth metric: the metric (the metric, the growth, the rate, the period)
- Growth rate: the rate (the rate of the growth, the percentage)
- Growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual)
- Growth change: the change (the change of the growth, the increase, the decrease)
- Growth comparison: the comparison (the comparison of the growth, the periods)
- Growth view: the view (the metric, the growth, the rate, the period)
- Growth export: the export (the growth, the format, the period)
- Audit logging of the growth metric viewing

**Super Administrator User Journey:**
1. Super Admin views the growth metrics: the metric (the metric, the growth, the rate, the period), the rate (the rate of the growth, the percentage), and the period (the period of the growth); the metric is explicit.
2. Views the growth rate: the rate (the rate of the growth, the percentage); the rate is the measure.
3. Sets the growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual); the period is the scope.
4. Views the growth change: the change (the change of the growth, the increase, the decrease); the change is the direction.
5. Compares the growth: the comparison (the comparison of the growth, the periods); the comparison is the analysis.
6. Exports the growth: the export (the growth, the format, the period); the export is the record.
7. The growth is visible: the metric, the growth, the rate, the period, so the metric is complete.
8. The growth metric viewing is audit-logged with the growth, the period, and the timestamp.

**Rules & Edge Cases:**
- The growth metric is the measure (the metric, the growth, the rate, the period); the metric is the value.
- The growth rate is the percentage (the rate of the growth, the percentage); the rate is the measure.
- The growth period is the scope (the period of the growth, e.g., the monthly, the quarterly, the annual); the period is the control.
- The growth change is the direction (the change of the growth, the increase, the decrease); the change is the movement.
- The growth is visible (the metric, the growth, the rate, the period); the viewing is managed.
- Growth metric viewing is audit-logged with the growth, period, and timestamp.

### 5.3 Comparison Against Targets
**What it does:** Shows the comparison against the targets: the comparison of the revenue (the comparison, the revenue, the target, the amount, the period) against the targets (the target, the amount, the period) is shown on the dashboard, so the performance is measured (the comparison is the benchmark). The Super Administrator views the comparison against the targets (the revenue, the target, the amount, the period) so the viewing is structured and the comparison is explicit.

**Sub-features:**
- Target: the target (the target, the amount, the period)
- Revenue: the revenue (the revenue, the amount, the period)
- Comparison: the comparison (the comparison of the revenue, the target, the amount, the period)
- Target achievement: the achievement (the achievement of the target, the percentage)
- Comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual)
- Comparison view: the view (the comparison, the revenue, the target, the period)
- Comparison export: the export (the comparison, the format, the period)
- Audit logging of the target comparison viewing

**Super Administrator User Journey:**
1. Super Admin views the comparison against the targets: the comparison (the comparison of the revenue, the target, the amount, the period), the target (the target, the amount, the period), and the period (the period of the comparison); the comparison is explicit.
2. Views the target: the target (the target, the amount, the period); the target is the goal.
3. Views the revenue: the revenue (the revenue, the amount, the period); the revenue is the actual.
4. Views the target achievement: the achievement (the achievement of the target, the percentage); the achievement is the measure.
5. Sets the comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual); the period is the scope.
6. Exports the comparison: the export (the comparison, the format, the period); the export is the record.
7. The comparison is visible: the comparison, the revenue, the target, the period, so the comparison is complete.
8. The target comparison viewing is audit-logged with the comparison, the period, and the timestamp.

**Rules & Edge Cases:**
- The target is the goal (the target, the amount, the period); the target is the benchmark.
- The revenue is the actual (the revenue, the amount, the period); the revenue is the result.
- The comparison is the benchmark (the comparison of the revenue, the target, the amount, the period); the comparison is the measure.
- The target achievement is the measure (the achievement of the target, the percentage); the achievement is the value.
- The comparison is visible (the comparison, the revenue, the target, the period); the viewing is managed.
- Target comparison viewing is audit-logged with the comparison, period, and timestamp.