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Operational Data

Load headcount, units, hours and other non-financial figures, consolidate them, and report them beside the financials.

2 tracks · 18 tutorials

1

Set up and load operational data

The group’s non-financial figures — headcount, units, hours — held in datasets, loaded each month and kept up to date.

For whoever sets up BrizoConsol for the group · 10 tutorials

  1. Plan your operational data
  2. Create a dataset and upload a CSV
  3. Choose the period weighting: Sum or Last Period
  4. Link a dataset to an account
  5. Load budgets and forecasts
  6. Update a dataset and its definition
  7. Connect Harvest for time
  8. Connect Google Search Console
  9. Bring in tracking categories, classes, jobs and tags
  10. Load operational data through the API or Zapier
2

Report and consolidate operational data

Operational figures consolidated across companies and shown beside the financials in reports, KPIs, dashboards and packs.

For finance managers and reviewers · 8 tutorials

  1. Explore a dataset with the pivot table
  2. Consolidate datasets across companies
  3. Translate money datasets into the group currency
  4. Add operational data rows to row/column reports
  5. Bind operational data in Cell Reports
  6. Build KPIs from operational data
  7. Show operational data in dashboards and Insight Packages
  8. Read and export an operational report
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