The Quick Metrics bar
On the Quick Metrics bar, you are able to see the immediate effects of any forecasting decisions changes made in the baseline forecast, scenarios, or business roadmap. Quick Metrics give instant insight into the change and movement in your most high impact KPIs or Key Performance Indicators.
These metrics can be found at the bottom of the forecast screen. The Quick Metrics bar consists of a primary metric that is always displayed as well as some secondary metrics, all of which can be configured by you and can be viewed by using the arrow to expand the bar.
💡Pro Tip: As a default, the primary metric will be set to ‘Cash on Hand’ and the threshold for green and red performance display will be set to $10,000. This performance threshold is arbitrary and will likely need to be tailored to the individual business or consolidated group.
Customising your Quick Metrics
To change or configure your quick metrics:
Viewing a chart of the Quick Metrics
You're able to view a chart of each quick metric instead of the number set, if you prefer a more visual representation of the Quick Metrics bar data. To do so,
Continue the 'Forecast Creation & Setup Workflow' by choosing from one of the next steps below:
What you want to do:
Where to go next:
Plan for potential business events & actions
Report on the forecast you've created to show others your findings