Budget, Create Metric

Creating a Metric for Budgeting Purposes 

A.  Go to the plan card item you wish to add a metric to, click on the blue wording

B.  Once in the View Plan Item screen, click the 'Edit Item Details' button in the upper left hand corner

C.  After the Edit Item Details section drops down, navigate to the right hand side of the card and check the box that says 'This plan item will be tracking a metric'

D.  You have many options to track your metric:

  • The Metric Unit can be:
    • A dollar amount ($)
    • A percentage (%)
    • A number (#)
  • The Metric Tracking can be:
    • It will go from...
    • It will be above...
    • It will be below...
    • It will be maintained between...
  • The Roll up will be:
    • Updated directly
    • Will be the sum of its children's values (will roll up every card underneath this card)
    • Will be the average of its children's values

E.  To track just your weekly, monthly or quarterly budget is simple with the many options AchieveIt offers to better forecast your financial accounts

 

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