Metrics – Forecastr

A metric is the basic building block of your financial model. In simplest terms, each row in Forecastr is a metric. Some metrics may be inputs, like price, which you update as your business changes. Other metrics may be calculations. Calculation metrics can reference your inputs, or any other metric in your model.

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Please note that our application is currently in Beta, so features are subject to change as we continue to build incredible tools for you!

Adding a Metric

Adding a metric to your model is as simple as clicking the plus button beside any row’s name in the Assumptions tab. In the example below:

The first plus button adds a metric under the Revenue Streams section. This first level of the table is typically where you define your categories.

The second plus button adds a metric nested under the second row, similar to how the ‘New Customers’ row is positioned in the example.

The third plus button adds a metric nested under the third row.

Templates

When adding a metric to your model you will have a few different options.

Add Blank Row inserts a row with an empty formula that you can customize as needed.

Add Input Row inserts an Input Row to your model. We will dive into its specifics in the "Input Rows" article.

Add Category Row inserts a tagged row that acts as a category in your model.

The next option, Templates, allows you to search our library of prebuilt metrics to quickly build out your model. Some templates are section-specific while others are global (available in all sections).