Help center
Find the answer, then keep going
Every article stands on its own and is reused as an Academy lesson.
83 articles
Building an investor report
Core pathCreate a report and give it a clear structure before adding content.
3 min read
Financial planning
Core pathEnter and edit a plan against the P&L structure.
3 min read
The liquidity model
Core pathHighest valueExplain how the selected plans become one runway figure.
3 min read
Where your data comes from
Core pathRead which integrations are connected and which aren't, without guessing from a stale number on a dashboard.
2 min read
Six ways in
Core pathPick the Valuesight card that matches the kind of answer you want.
2 min read
Your first screen
Core pathNavigate the platform and get help.
3 min read
KPI first, query second
Core pathHighest valueExplain the two-step model and create a KPI shell.
3 min read
Objectives, key results, milestones
Core pathTell the three OKR building blocks apart and know what each is for.
2 min read
Who you are: Company Information
Set the company facts the rest of the Digital Twin is built on.
2 min read
Choosing a dashboard type
Core pathPick the right type before building anything.
2 min read
Three views of the same statement
Core pathHighest valueSwitch between the three views and say what each is for.
3 min read
What you can change yourself
Core pathManage your own account without raising a ticket for it.
2 min read
The KPI detail page
Core pathOrient on the detail page and know what each tab is for.
3 min read
Is this number trustworthy?
Core pathHighest valueDecide whether a KPI can go into an external document.
3 min read
Reading the statement
Core pathFind your way around the Actual Overview table.
3 min read
Reading a KPI tile
Core pathRead any tile without help.
3 min read
Linking KPIs to key results
Core pathHighest valueAttach a key result to a live KPI, and know exactly which setting makes its progress update on its own.
3 min read
Dynamic dashboards
Core pathBuild a sectioned dashboard people can filter for themselves.
3 min read
Plain chat with your data
Core pathRecognise the six jobs Start from Scratch handles, and how they build on each other.
2 min read
Products, organisation, systems
Set up the three structures a driver tree can be read against.
3 min read
Components and operators
Core pathAssemble a calculation from the query canvas's building blocks.
3 min read
Operational planning
Plan the operational KPIs that sit behind the financial ones.
3 min read
Scenarios
Core pathCreate a named scenario and use it to isolate one decision.
3 min read
Manual upload and Gold Tables
Core pathChoose between Basic and Complex upload, and know what Gold Tables is for.
2 min read
KPI Management: visibility and confidentiality
Administrator rights requiredCautionHighest valueSet the right confidentiality level on a KPI, and know exactly what happens to one you make invisible.
4 min read
Section types and content
Core pathChoose the right section type and format its content.
3 min read
Producing the variance view
Core pathBuild and read a plan-versus-actual variance view.
2 min read
Trees: many, not one
Highest valueKnow that a tenant holds several trees, and find the one you need.
2 min read
Testing and settings
Core pathValidate a query before anyone downstream sees it.
2 min read
Where does this number come from?
Core pathHighest valueOpen the query behind a KPI and identify its inputs.
3 min read
Assumptions
Model a cash effect that isn't represented in any plan.
2 min read
Users, roles and access
Administrator rights requiredHighest valueExplain why someone can't see something, and know exactly where to fix it.
4 min read
The four indicators
Highest valueCore pathSay what each indicator means and what to do about it.
3 min read
Circle of Advisors
Core pathChat with one advisor, or set up a multi-advisor discussion and read what it returns.
2 min read
Choosing the period
Core pathSet the statement to the period the question is about.
2 min read
Corporate and team objectives
Core pathHighest valueConnect a team's OKRs to the company's, and know exactly what copying or moving a department's OKRs into a new quarter actually does.
3 min read
Canvas dashboards
Compose a page out of mixed cards.
3 min read
Uploading planning data
Get a plan out of a spreadsheet and into ValueWorks.
2 min read
Comparing with Planning, Last Year or Forecast
Core pathHighest valueChoose the right comparison and read the result.
3 min read
Status, naming and governance
CautionHighest valueDecide whether a new KPI should be built at all.
2 min read
Approve — what locks
Core pathHighest valueCautionState exactly what approval freezes and check the report first.
1 min read
Reading the calculation
Core pathTrace a KPI back through the things it is built from.
3 min read
Create a report
Core pathGenerate a report by choosing an area, a time period and sections.
2 min read
Organizational Structure and Currency Settings
Administrator rights requiredHighest valueConfigure the structures every other number in ValueWorks is reported against.
3 min read
Revenue plans
Core pathManage competing revenue plans and know which one a scenario is reading.
2 min read
Building a tree
Core pathAdd a node, connect it, and read what one looks like when selected.
3 min read
Favorite and Responsible KPIs
Core pathUse both dashboard tabs for their purpose.
3 min read
Creating a forecast
Core pathProduce a forecast from actuals.
3 min read
The OKR cycle
Core pathConfigure the reminder emails that keep OKRs current without personally chasing every owner.
2 min read
Table dashboards
Assemble a statement over KPIs you choose.
2 min read
Making it yours
Core pathConfigure a personal dashboard.
2 min read
Recipients, send and share
Distribute the approved report to the intended audience.
2 min read
Data layers and time
Control which figures the tree shows, and for which month.
2 min read
Chart Genius
Build a chart the standard KPI card cannot produce.
3 min read
Three other ways to see your OKRs
Core pathKnow the other three view buttons beside the default card grid, and when each one actually earns its place over Objectives Overview.
2 min read
Value creation
Core pathChoose how to start a value creation analysis, and read what comes back.
3 min read
The active forecast
Core pathHighest valueCautionKnow which forecast the rest of the platform is using.
2 min read
Headcount
Core pathPlan the company's people cost, and know what the underlying roster actually holds.
3 min read
Company Settings and OKR Settings
Administrator rights requiredConfigure company-wide branding and the OKR status options everyone picks from.
2 min read
Level and margins
Core pathControl how much detail the statement shows.
2 min read
The AI description
Highest valueRead and sanity-check an AI-written explanation of a KPI.
2 min read
Scenario analysis
Core pathChoose the right scenario type and set up a what-if run.
2 min read
The report library
Manage reports over time and create the next reporting shell efficiently.
1 min read
Flexible Columns
Build a statement whose columns you define.
2 min read
AI and API settings
Administrator rights requiredFind and read the AI and integration configuration a developer or vendor will eventually ask about.
2 min read
List views
Core pathGet from a total to the individual rows behind it.
3 min read
Staying in the loop
Follow activity and comment in context.
1 min read
Expenses
Core pathPlan operating costs from a source you don't maintain by hand.
2 min read
The three lenses
Core pathHighest valueRead a tree for more than its raw values.
3 min read
Chart Genius: nothing is showing
Core pathHighest valueCautionDiagnose an empty or wrong chart without raising a ticket.
3 min read
Giving access
Core pathHighest valueCautionGive exactly the right people the right level of access.
3 min read
View modes
Switch between DEFAULT, FOCUS and IMPACT and know what each is for.
2 min read
Ask about this page
Core pathAsk questions about the page you are already on.
1 min read
Investments
Core pathAdd financing and capital items to the cash picture.
2 min read
Charts
Build and save a breakdown of a KPI.
2 min read
Building a P&L structure
CautionBuild a P&L structure without creating every KPI by hand.
3 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
Calibrate
Core pathHighest valueRead a Calibration run and know which relationships are worth trusting.
3 min read
Propagate
Core pathKnow what Propagate does, what it skips, and why.
2 min read
Deep drills
Use a prepared analysis rather than building one.
2 min read
Currency and FX rate versions
Core pathCautionExplain why two people can see different numbers on the same screen.
2 min read
Reading for leverage
Core pathUse the tree to find where a decision would matter most.
1 min read