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Using the Web-App
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Using the Web-App
  • 📊Reports
    • 🙌Drivepoint Reports
    • 📺Video Training
    • 🎮Controls
    • 📶Cohort Analysis
      • 💲Cohorted Financials
      • 👥Customer Retention
      • 💸LTV/Retention by Dimension
      • 📈N-Day LTV
      • 📈Segment Crossover
      • 👥Order Retention
      • 🔢Retention by Nth Order
    • 💲Sales Reports
    • 📅Monthly Review
      • 💰Cash Conversion Cycle
    • 🏎️Performance vs. Plan
      • ✖️Performance vs. Plan
      • 💚DTC Performance vs. Plan
    • 📦Amazon Reports
    • 🛒Wholesale + Retail Reports
    • ⏰Scheduling Reports
    • 👀Benchmarks
  • 🖥️Dashboards
    • ⏰Scheduling & Exporting Dashboards
    • ⚡Generate Insights
  • ✏️Quick Edit
    • Adding custom Key Drivers + Results to Quick Edit
  • 🔌Data Sources
  • 📜Plans
    • 🥇Best Practices
    • 📂Changing Names and Plan/Folder Associations
    • Permissions
    • 🗃️Creating Plans from the Web-App
  • 😎Team
    • 👋Adding Users
    • 👀Managing Users
  • 💳Credits
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  • When should I use Quick Edit?
  • FAQ

Quick Edit

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

Last updated 20 days ago

When should I use Quick Edit?

✅ "Wait, where in the SmartModel™ do I change this assumption again?" -> easily view all drivers you can edit in a list in the Web App

✅ "I wonder what would happen if we scaled our TikTok Shop Ad budget by 20%?" -> view the impact of core business metrics via charts and a variance table.

✅ "I am a bit scared to make changes in my model… I hope I don't break things" -> Editing the model without opening the model takes the fear away

✅ "My Marketing team should explore how changes in CAC affect our business performance but I don't want to give them permission to the live model." -> Plan access for adjacent teams can be a thing of the past (see my follow up question below)

FAQ

How do I access Quick Edit?
  1. Open the Drivepoint Web App

  2. Navigate to the Plans tab

  3. Click on the "..." next to the Plan you would like to quick edit

  4. Select "Quick Edit"

How do I add custom drivers and options to view different charts?
I accidentally edited a plan?!

Not to worry - Excel has a version history.

  1. Open the Plan you accidentally edited

  2. In Excel, click on "File"

  3. Click on "Info"

  4. Click on "Version History"

  5. Select the previous or an older version of your SmartModel™

  6. You successfully restored an older version🎉

Does "Preview Results" make changes to my live plan??

NO - Preview results won't change the values in your Plan yet, you will have to confirm them in the following screen by indicating if you wanted to save it as a new Plan or to the existing Plan.

All out of the box drivers are pulled from M-monthly or the DTC/Amazon Acquisition tab. Learn how to add your own custom drivers and results .

✏️
here
Learn how to adjust the model inside the Drivepoint Web App