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Find the answer, then keep going

Every article stands on its own and is reused as an Academy lesson.

24 articles

The KPI detail page

Core path

Orient on the detail page and know what each tab is for.

3 min read

Your first screen

Core path

Navigate the platform and get help.

3 min read

Three views of the same statement

Core pathHighest value

Switch between the three views and say what each is for.

3 min read

Reading the statement

Core path

Find your way around the Actual Overview table.

3 min read

Is this number trustworthy?

Core pathHighest value

Decide whether a KPI can go into an external document.

3 min read

Reading a KPI tile

Core path

Read any tile without help.

3 min read

Choosing the period

Core path

Set the statement to the period the question is about.

2 min read

Where does this number come from?

Core pathHighest value

Open the query behind a KPI and identify its inputs.

3 min read

The four indicators

Highest valueCore path

Say what each indicator means and what to do about it.

3 min read

Reading the calculation

Core path

Trace a KPI back through the things it is built from.

3 min read

Favorite and Responsible KPIs

Core path

Use both dashboard tabs for their purpose.

3 min read

Comparing with Planning, Last Year or Forecast

Core pathHighest value

Choose the right comparison and read the result.

3 min read

Level and margins

Core path

Control how much detail the statement shows.

2 min read

Making it yours

Core path

Configure a personal dashboard.

2 min read

The AI description

Highest value

Read and sanity-check an AI-written explanation of a KPI.

2 min read

Staying in the loop

Follow activity and comment in context.

1 min read

Flexible Columns

Build a statement whose columns you define.

2 min read

List views

Core path

Get from a total to the individual rows behind it.

3 min read

Building a P&L structure

Caution

Build a P&L structure without creating every KPI by hand.

3 min read

Charts

Build and save a breakdown of a KPI.

2 min read

Alerts

Get told when a number moves instead of checking for it.

1 min read

Operational and Strategic dashboards

Say what each standard dashboard is for and when to use it.

1 min read

Deep drills

Use a prepared analysis rather than building one.

2 min read

Currency and FX rate versions

Core pathCaution

Explain why two people can see different numbers on the same screen.

2 min read