Custom reports allow you to track the precise financial metrics that are relevant to your business. Rather than being limited to standard dashboards, you can now build your own analyses by combining different data from your account.
Here are some examples of metrics you can track:
Monthly cash burn: How much are you spending each month?
Marketing-to-revenue ratio: What proportion of your revenue are you investing in acquisition?
Operating margin: Calculate your profitability in real time
Cash flow trends: Visualize your cash movements over several months
Customer acquisition cost (CAC): Monitor the effectiveness of your sales investments
Step 1: Create Your Report
Once you are logged in to your Fygr account, click on the Charts tab in the main menu.
On the page that appears, click the + Add a report button.
Give it a clear, descriptive name, then click Add.
Your new report now appears at the bottom of the page.
Step 2: Add Metrics to Your Report
Go to the report you have just created, then click
+ Create a metric.You can now define:
Metric name: Choose a clear name.
Calculation formula: This is where you specify how this metric will be calculated from your financial data.
To make this easier, use the
Formula Creation Assistant:Select your expense or revenue categories directly.
Choose the operator.
The formula is built automatically.
Once the formula is complete, click
Validate.
Step 3: View Your Metrics
Your metric is now created and automatically displayed in your report as a chart. You can create as many metrics as needed within the same report to gain a comprehensive overview of your business.
If you have any questions about creating formulas or would like examples of relevant metrics for your industry, please do not hesitate to contact our support team : [email protected]