Metrics extends on your accounting data by allowing you to enter additional non-financial data that isn't captured in your chart of accounts. You can add, remove, sort and group Metrics in the configuration menu and then use the Budgets & Actuals menu to enter your Metrics data for use as budget drivers or variables in KPI formulas.
Using Metrics
Metrics can be used for reporting key values that you wish to include in reports or charts either on their own, or as a variable in a KPI formula. In addition, Metrics can be used as drivers or variables within budget formulas.
Metrics Reporting
Metrics can be used as variables in KPI formulas. For details on using Metrics in KPIs, please refer to the KPI Builder help article.
In addition, Metrics can also be added directly to certain reports as per KPIs. For details on adding Metrics and KPIs to your reports, refer to the KPI & Metric Reporting help article.
Lastly Metrics and KPIs can also be injected into your reporting structure by adding them to an Account Tree. See the Account Tree: Create Structure help article for more details.
Enter Metric Values (Budgets & Actuals)
To enter Metric budget and actual data click the Budgets & Actuals shortcut menu or browse there via Budgets & Cashflow -> Budgets & Actuals then choose the Metrics layout option. See the Budgets & Actuals help article for further details.
Tip:💡Metrics data can also be imported from a CSV or Excel File see Import Metrics for full details.
Budget Formulas
For details on using Metrics as budget drivers refer to the Budget Formulas help article.
Add a New Metric
Browse to Reports -> KPIs & Metrics -> Metrics Configuration
Click Add New Metric
Add the following properties and then click ADD NEW METRIC
Metric Name: the display name for this metric
Metric group: add to a logical group to keep metrics organised
Calculation option: when used in a KPI formula across a date range
Movement (Sum): sum the values in the range
Closing Balance (End): use the last value in the range
Average: average of all values in the range
Map Metrics to Organisations & Business Units
Metrics are configured at the workspace level but when it comes to data entry in the Budgets & Actuals menu you may not need to see the same Metrics in all organisations or business units. You'll therefore need to map the new metrics to the required business units.
Expand the appropriate group and select a metric.
Map Organisations and Business Units by checking the required checkboxes.
Click SAVE CHANGES
Tips:💡use BULK ACTIONS and the search Organisations and Business Units option to make bulk selections and find business units in large lists.
Group and Order Metrics
The order in which you see Metrics in this menu is also the order in which they will be displayed in other menus and selections boxes like formulas. Grouping Metrics helps to group them in logical containers that can be sorted at a high level and then you can apply a custom sort order within each group or simply sort alphabetically.
Add New Group
Click Add new Group
Enter Group name, Position and click ADD NEW GROUP
Reorder Groups
Click settings cog next to one of the group names and select Reorder.
Use drag and drop to reorder the categories.
Click SAVE ORDER.
Reorder Metrics
Use drag and drop to reorder Metrics.
Alternatively select Sort alphabetically from the settings dropdown.
Move Metrics between Groups
Use drag and drop to move metrics between groups.
