I work for a Bank in the Equipment Finance Department as a Business Analyst. Risk Assessment is my main focus, once a month we get an updated Business score for each of our Equipment Finance Agreements (EFA). Unfortunately I have to have my data set up in a Flat Table setup so that we can look at the scores month to month. I run the analysis based on the Book Date for each EFA so that Excel can "chunk" the information. Here's where it might get a little confusing. The company that sends us this monthly business score sends it as a trend based on the past performance of the company that we are financing they'll send a 2 year trend in quarters. We use 4th quarter information as the source of truth for how the company we are financing is doing financially. We can also look to the 8th quarter to see how this company might do based on trends, not only financially, but overall economically in that state, or overall in the country, weather can impact the score. But I want to try to incorporate the 8th quarter information as a "forecast of sorts" BUT I feel it's going to turn into information overload and just slowdown my dashboard. Ideally this made any semblance of sense and someone can have an idea.