🏅Best Practices

Understanding the golden rules and best practices of using the Excel Add-In.

Speed

We are optimized for Desktop. Please use the Drivepoint Add-In on Desktop for the best speed results when it comes to Data Import, Roll Forward or Import Plans.

Understanding Data Freshness

Before starting your financial planning task for the day, it is good practice to understand the current data freshness of the model.

Let's use the following data freshness stamp as an example:

1. We can see that the last full data import occurred around 2pm on September 5th

2. The data we imported with that full data import is from 4:46am in the morning

Now what does that mean?

With the data import I did around 2pm, I did NOT capture any orders or financial data changes that occured between 4:46am and 2pm on September 5th.

In other words, if I did an accounting change at 11am on September 5th and I would like that to be updated in the model, I need to reach out to the Drivepoint Team to run the data warehouse again. However, if I just care about the Shopify and Amazon orders from September 04 and earlier, I am all set with the current data import.

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Saving a New Plan for Financial Planning from the Live Model

If you want to use the model for analyses and play around in it, make sure you save the current state of the model:

1. Click on "Make a copy" in the Add-In

2. Add a name and description (e.g. "Forecast 03/06/24" - "saving current model before What-if analyses")

3. Click "Save"

4. Now you can safely play around in the plan that you created which won't impact the live model

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