Configuring Metric Sheets for Tiles

Accessing Sheets from Admin

From Admin: click Sheets

Next steps

In the next screen, Click +New

Steps for Newscreen setup

In the +New screen, under Details, follow these steps:
  • Check the Active box
  • Name the sheet (e.g., “Income Statement -Full”)
  • Select Periodicity and status
  • Add header/footer text if applicable
  • Allow users to manually create or delete the sheet, or delete underlying metrics data when the sheet is deleted
  • Options to add a year lock or subscriptions to view or create sheets
  • Finally, hit Save
Adding metrics/data points to the metric sheet:

Next, navigate to Layout to add *metrics/data points for/to the metric sheet. In the Layout screen, click +New.
In the +New screen, follow these steps:
  • Add a section & a Metric template from the Layout item type drop-down options.
  • For example, the section could be Profitability Ratios and the metric template could be Gross Profit Margin.
To add the section, select section from the Layout ItemType drop down, and add the section name: Profitability Ratios.
To add the metric template: Select metricTemplate from the drop-down. Here you can add the metricTemplate as new or choose from a list of existing metrics as shown in Figure 2.

Figure 2

Gross Profit Margin Metric Template

Fig 3 is the Gross Profit Margin metric template added. In the template, include:
  • Name: a readable key that represents the data point
  • MetricType: options: if the data point is a calculation or input
  • Answer Type: options: if the data point is a %, currency, number, or boolean (True or False)
  • Precision: for decimals

Calculation Method for Periods (Options: last period if the data point is a YTD total for each entry, or sum if the data point is an addition to the previous entry for a new YTD total per each entry), Calculation Method for Rollups (options: Sum if you want to add up to a total for all instances (User) of the data point, Average if you want to average out all instances (user) of the data point, or Max if you want to roll up the highest value from all instances of the data point). You can also check Input lock from the template to lock data entries for a data point in created sheets in the user instance or check Misc to display a data point value in the percentage % of revenue column on the sheet in the user Instance.

Fig 3

Calculations in the Metric Sheet

Calculations

In the metric sheet's Calculations tab, you can set calculations for certain data points. For example, AUM Per Household is Assets Under Management (AUM) divided by Total Clients (Household) referenced by each data point’s metric id (Available Metrics) to the right.

Data types

  • Data Types tab of the sheets screen
  • Add your data point input types:
  • Actuals
  • Targets
  • Forecasts
  • Outlooks
  • Simulations
  • Alternate Plan
  • Business Plan

Adding a metric or data input

In the +Add screen, select the metric/dataInput Type, set it Active, and check any applicable options.

Reports in Sheets Screen

Reports

In the Reports tab of the sheets screen, you can add Roll Up Report types for analyzing data from the metric sheets.

Using the Add screen

In the Add screen, select the report type and Save.

Adding reports

The reports you add will show in the highlighted sections in the User Instance.

Preparing Metrics File

  • Adding/Prepping Metrics File
  • To add/load metrics or data point values into created metric sheets, follow these steps:
  • Prepare your .csv file.
  • Ensure the file is formatted correctly for loading the metric key (data point) Gross Profit Margin actuals to the Income Statement - Full metric sheet for a user.
  • Remember that case sensitivity is crucial to uploads. Follow the case sensitivity of the required column headers as shown, as well as case sensitivity for *actuals* or *targets & *q3 for the period (q1, q2, q4, w1, w2, w3 (if loading a weekly metric/data point). Year is always 4 digits (2023, 2024, 2025…)

Fig. 5

Loading metrics data

  • Step 1: Load metrics data into the sheets to display on the tile.
  • Step 2: Load the prepped metric file to the metric sheet to display on the tile by going to Admin, then navigating to and clicking CSV Uploader.

Uploading CSV in Metrics Uploader

In the CSV Uploader screen, choose Metrics Uploader.

Uploading Metric Data

In the Uploader Screen, follow these steps:
    Click Select File to upload your prepped metric file
    Click Run to load the metric data (Gross Profit Margin) value(s) to the metric sheet

Note: Figure 2 shows a prepped file with the required fields/columns blank. Resolve these errors before loading the metric(s)/data points to the metric sheet. Validate your load in the metric sheet for the user in the user instance.

Figure 2