Variance Report Setup

Setting up & managing variance reports is even easier. Go to Metrics -> New data source to create a variance report.

You'll be able to select the Metric & Forecast/Budget pair, select the respective variance metrics you want and click Save. We'll handle the calculations and create the reports for you.

You can create as many variance report as you'd like!

Protip: You can use any of the metrics in your charts & Updates as well.

New metrics section

The metrics section just got a facelift. We've combined data sources & metrics so they are one cohesive experience.

Improvements Include:

  • A unified data source to metrics experience. No more toggling between tabs and hunting for metrics.
  • Quickly see the connection of your data sources and if you need to intervene to reauthenticate.
  • Navigate between all of your data sources to create new metrics from within and make any changes.
  • Icons got a fresh coat of paint.

Let us know what you think. The entire experience should be more elegant and far less clicking than before!