What is the recommended scroll limit to set before the plan start date?

The recommended scroll limit to set before the plan start date is 1-2 years. Setting this scroll limit is important for several reasons. First, it allows organizations to capture enough historical data that may be relevant for forecasting and planning purposes. A period of 1-2 years typically provides sufficient context to analyze past trends and performance, which can then inform future projections.

This time frame strikes a balance between having an adequate amount of data and not overwhelming users with excessive historical information that may not be as relevant for short-term planning. By limiting the scroll to this range, teams can maintain focus on pertinent data while ensuring that the planning tool remains user-friendly and relevant.

In contrast, longer scroll limits, such as 2-3 years or 1-5 years, might introduce unnecessary complexity and data clutter, making it harder to draw actionable insights. Being aware of this balance ensures that planning remains effective without being bogged down by less relevant historical data. Choosing a limit of just 1 year may not encompass enough data for solid analysis, potentially leading to less informed decision-making.