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  2. Metrics/Statement Builder

Actual vs Budget

 

New Metric Data Type (ACTUAL V. FORECAST)

We have added a new column data type for actual vs. forecast, allowing you to quickly create metrics that use actuals and forecast and change as your book month progresses.

Account Number Toggle

company setting

You can choose to have account numbers enabled or disabled for Quickbooks. This option can be found here in the company settings.

Set Company Default Budget

You can now set a company default budget in the company settings here:

budget forcasting

Updated Dashboard Embed Code

We have updated the code used to embed dashboards to make some minor enhancements. As well as allowing the change of dashboard background colors to better blend in with your site or any place you embed your dashboards.

 

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