Overview
DemandFlow includes two row types for managing financial data across time periods: Spend and Financial Periods. Both provide grid-based interfaces for entering or viewing monetary values distributed across months or other defined periods.
Spend
The Spend row type creates a 12-period financial grid, typically representing 12 months of a financial year. It allows users to enter and view spending or budget figures for each period.
Spend Properties
| Property | Required | Description |
|---|---|---|
| Type | Yes | Must be set to spend |
| Header | No | A heading displayed above the spend grid. |
| Property | Yes | The name of the property on the record that stores the spend data. |
Financial Periods
The Financial Periods row type provides a more flexible financial grid that can accommodate different period structures and multiple rows of financial data.
Financial Periods Properties
| Property | Required | Description |
|---|---|---|
| Type | Yes | Must be set to financialperiods |
| Header | No | A heading displayed above the financial grid. |
When to Use Each
| Scenario | Recommended Type |
|---|---|
| Simple 12-month budget or spend tracking | Spend |
| Multiple financial categories across periods | Financial Periods |
| Single cost line per record | Spend |
| Complex financial breakdowns | Financial Periods |
Use Cases
- Project budgets — monthly budget allocation across a financial year
- Cost tracking — actual spend per period against planned budget
- Revenue forecasting — projected revenue across months
- Resource costs — staffing costs distributed across periods