🖱️Add Key Drivers and Results

Customize what the Scenario Agent knows about your model by adding Key Drivers + Results in any Drivepoint Plan.

How do I add Key Drivers + Results?

Step by Step process

1. Right click anywhere in the row or highlight multiple rows (multi-select works!)

2. Hover over "Drivepoint"

3. Select: "Enable Key Driver/Result"

4. Wait a few minutes and view your results in Quick Edit & the Agent (should be 2min or less!)

✨ New Key Drivers and Results tab

A new standardized tab called "Key Drivers + Results" is being added to all customer SmartModels™. This tab consolidates all key drivers (like DTC AOV, conversion rates, marketing spend) and key results (P&L outputs, metrics) in one central, locked tab.

Previously, key drivers were hardcoded in the app; now they're stored directly in the model, giving customers the ability to self-serve and curate which drivers appear in Quick Edit and the Agent.

Format Requirements

For the Key Drivers + Results tab to be valid and processed correctly by Drivepoint, the following format rules must be met:

Header rows (Row 2 and Row 3)

• Cell C2 must contain the value: End of Period

• Cell C3 must contain the value: Period Type

Date columns (starting at column K)

• K2 and all subsequent date columns in Row 2 must contain a valid date that falls on either the last day of the month (e.g., 1/31/2025) or the 1st of the month (e.g., 1/1/2025)

• K3 and all subsequent date columns in Row 3 must contain either Forecast or Actual

⚠️ If any of these requirements are not met, the tab will fail validation and Drivepoint will not be able to process it. Double-check these cells before saving your model.