Adding New Cash Metrics

Predictive Cash Forecasting provides cash metrics, but you can add any additional metrics you need for your organization.

To add cash metrics:

  1. From the Home page, click Application and then click Configure.
  2. Click Cash Metrics.
  3. To add a metric, from the Actions menu, select Add, and then enter details in the new row.

Notes:

  • Specify unique member names and aliases for custom members so they don’t conflict with any provided members.

  • You can't delete the cash metrics provided with Predictive Cash Forecasting.
  • You can't edit the properties of the cash metrics provided with Predictive Cash Forecasting. However, you can edit the formula by clicking the Edit Formula icon.