Support Center / Metric Dashboards / How to enter data into metric dashboard

How to enter data into metric dashboard

Learn how to enter data into metric dashboard.

Video Guide (text instructions below)


1. Go to your Metric Dashboard - in the module Metric Dashboards click on the Dashboard's title

2. Option 1 - Data View  - click into your org. unit/metric cell, enter Actual and/or Plan values, and hit the "Save & Close" button.


3. Option 2 - Spreadsheet View

  • Select "Spreadsheet" view 

  • Choose if you want to enter Actual, Planned or Forecasted data (this is very important so that  you don't overwrite already entered values)
  • Enter the values (possible to use the standard Copy & Paste function)
  • Save Values
  • Change the view to "Data View" to return back and review entered data