Drivepoint

Edit Key Drivers of your live model or any plan without actually opening the model.

Quick Edit

Drivepoint's Modeling Agent can make changes for you in any Drivepoint plan.

Modeling Agent

Drivepoint's Financial Account Mapping lets you connect your accounting chart of accounts to Drivepoint's standardized categories.

Financial Account Mapping

User Settings

Linking your Microsoft Account to Drivepoint to configure the Plans page access.

Advanced Permissions

Learn more about Drivepoint Credits and how to request to purchase more credits.

Credits

📊Build Your Own Reports

🖥️   Using the Web-App

Learn how to access reports and how you can easily customize and generate reports

Reports

We continuously update our reporting suite with new reports. Check it out every week to see featured reports and bundles!

Drivepoint Reports

Dive into our Video Training to understand Drivepoint Reports better

Video Training

Find definitions of each control section below. Let us know if we missed anything!

Controls

Drivepoint currently offers Sales reports for DTC, Amazon and Wholesale channels.

Sales Reports

Find below important information on the Amazon data feeding into Drivepoint.

Amazon Reports

You are able to schedule email sends of any report to you or anyone else in your team on a regular basis.

Scheduling Reports

Reports included: Customer Retention, LTV by Dimension, Cohorted Financials and more.

📶 Cohort Analysis

This report is derived by combining the financial information from the Drivepoint Smartmodel™️ and your Sales data (e.g. DTC Sales from Shopify or Amazon Sales from Amazon).

Cohorted Financials

This data is pulled from Sales data (e.g. DTC Sales from Shopify or Amazon Sales from Amazon).

Customer Retention

This report is derived from your Sales data (e.g. DTC Sales from Shopify or Amazon Sales from Amazon).

LTV/Retention by Dimension

A pivoted way version of Cohorted Financials such that LTV and CAC can be viewed as a trend over time.

N-Day LTV

A view into customer transitions over time from one segment to another.

Segment Crossover

This report is derived from transactional sales data and is meant to be used as a reference with the SmartModel. The monthly retention curves in this report are the same…

Order Retention

Retention by Nth Order

Cohort Analysis

Find all of the key reports necessary for board meetings, investor updates or all-hands team meetings in this review.

Monthly Review

Answers how long it takes your company to convert investments in inventory into cash flows from Sales.

Cash Conversion Cycle

This report provides an insight into how your company is pacing to plans across different metrics for the current month.

Performance vs. Plan

Track in-month performance on a P\&L basis across all your channels.

The "actuals" data is pulled from your eCommerce data source (e.g. Shopify).

DTC Performance vs. Plan

Compare core metrics like POS Sales and Velocity across accounts and products.

Wholesale + Retail Reports

Alloy Retailer Metrics

Compare your performance to other Drivepoint customers in your monthly net revenue category.

Benchmarks

Identify how your per-customer profitability and retention metrics stack up to other companies.

LTV Benchmarks

Inventory Reports

Visualize what's in your warehouse (and outgoing/incoming!) by channel, product and warehouse!

Inventory Mix

Dashboards are a great way of organizing your key reports and numbers to get a clear comprehensive look of your company's performance.

Dashboards

Scheduling & Exporting Dashboards

Generate insights for every Drivepoint Dashboard

Generate Insights

An overview of the report's three main blocks and how they work together.

Financial Hearbeat

Learn what to do and how to navigate the essential page for connecting your data.

Data Sources

Pull raw data

The main Plans page lists all of your files and folders associated with Drivepoint.

Plans

Find some tips & tricks in terms of how to best use the Drivepoint Plans page.

Plans Best Practices

Learn about Plan Sync and common troubleshooting tips.

Plan Sync

It's helpful to understand the Sharepoint UI to make use of certain actions that are not (yet!) available in the Drivepoint interface.

Changing Names and Plan/Folder Associations

Creating Plans from the Web-App

Watch how to Drag and Drop Files and Folders in Drivepoint Plans

Drag & Drop

💡You have to be an admin to view the Team page in the Drivepoint Web-App.

Team

Adding Users

Promote users to admins or remove any users from your Drivepoint account.

Managing Users

Find answers and get help from Intercom Support and Community Experts

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