You have two choices for adding extra data to ScaleXP reporting:
- Enter directly into ScaleXP (see details below).
- Connect a Google Sheet for a live feed. See How to add live metrics through Google Sheets for more on this.
Either method can be used to create custom metrics and reports throughout ScaleXP. See How do I create a new metric in the metric library? for more details on creating new metrics with added data fields.
How to enter extra data directly into ScaleXP
This section covers adding data directly to ScaleXP only – for more on data synced via Google Sheets, see How to add live metrics through Google Sheets.
To add a new field, go to Load Data>Manual Entry (sidebar at the left)> + New metric (button, top right of page).
In a consolidated company, manual entry must be done at the subsidiary level.
Hint - Always hit "Enter" ("Return") on your keyboard after entering new fields or data.
What can manual entry be used for?
- Capture data outside your accounting and CRM system
- Report actuals vs budget
- Use in reports, graphs, presentations
- Automatically group and sum up non financial data by month
Note: A field for number of employees is already provided for you.
How do I add new categories?
When you click on + New metric, you will see a new field into which you can add the new metric.
Enter a name for the data you wish to add and select a data type (Monetary, Numerical or Percentage).
Hit "enter" to load the new field.
Once your line is added, you can upload budgets against it, update actuals, and add it to reports and presentations.
How do I add sub-categories?
Use the + (plus sign) to add other entries of the same number type, such as detail for that category by department, etc.
Hit "enter" after naming each new data line in order to save it.
These can be added together as a group throughout the system.
Renaming, deleting data categories
To rename a manual entry category, click on the pencil icon by the name. Click on the three dots (below pencil icon)>Rename to rename a line within the category.To delete a line, click on the three dots> Remove to delete.
See How do I update actuals for a manual entry field?