Thank you for the customizable reports! But please bring the yearly totals for financial earnings and projected earnings by year back. Your new design is pretty, but you took away information we need to run our business. Can you please just add the yearly totals to the graph, so that we don't need to manually calculate them? Thank you.
Longer feedback:
I used to be able to see my projected yearly total for this year (2023) at a glance. And in one click I could advance to next year and see my projected earnings for 2024. This is extremely useful for tax planning, planning yearly expenditures, etc. I could see how I did this year compared to last, and what percent of next years earnings are already booked. With the new design, we can see monthly earnings easily, and YTD earnings, which are not useful. Both focus hosts on past earnings, rather than future earnings (which is what we can control). Past earnings are necessary to put in reports (e.g., for tax reporting), but at a glance what we really need to see our projected earnings, so we can plan.
Now to calculate my projected yearly earnings, I need to click on each month and use a spreadsheet or do the math in my head (this is what computers and charts with analytics are for). This task becomes harder because the whole notion of a "year" has been removed from the graph. We can not see even see the year listed on any months of this year. My graph arbitrarily goes from "May" to "May". If I click on the first "May" I need to guess that it means May 2023 (since no year is listed), while May 2024 thankfully is annotated with the year. Why make us think so much by removing years from the graph?
It may look nicer in graphics design, but you are mentally taxing your users for no reason. There is a lot of focus on graphics design here and an attempt to eliminate as much information as possible-- even useful concepts in financial planning like "years"! Note to the designer: read the work of Edward Tufte on how bad design can lead to user error.
