Subcategories

• Getting started with Reports: how to create and edit a report

  This article will set you up to be able to create reports within ScaleXP. It's really important that you have...

  July 14th, 2025 640 views 0 likes
• How to Set Up Budgets in ScaleXP (Overview)

  @ See this article about setting up budgets at a consolidated company: How to add a budget to a consolidated...

  October 20th, 2025 381 views 0 likes
• How to format a report

  To format an entire report on the Reports tab, use the format button at the top right of the page....

  February 26th, 2026 103 views 0 likes
• How to add live metrics through Google Sheets

  This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets...

  August 4th, 2025 810 views 0 likes
• How to add a budget or forecast

  Consolidated companies have the choice of budgeting at consolidated or subsidiary level. See How to add a budget to a...

  July 14th, 2025 747 views 0 likes
• How to track against budget for a manual entry field

  See How can I add a new field for manual entry?  How can I add extra data and/or non financial...

  July 14th, 2025 305 views 0 likes
• How to set and view Budget FX Rates

  How do I update budget FX rates?   How do I change my budget exchange rates?  How do I provide my...

  July 14th, 2025 431 views 0 likes
• How to add a budget to a consolidated company

  Overview of budgeting in ScaleXP For an overview of budget options in ScaleXP, see How to Set Up Budgets in...

  July 14th, 2025 904 views 0 likes
• Common budget upload issues

  If your budget does not upload, check for the following common issues: 1. One or more cells contain formulas or...

  July 14th, 2025 675 views 0 likes
• How to Add & Change Budgets for MRR, Churn, Customer Count, Financials and Other Metrics

  How do I add a new field to my budget? How do I edit my existing budget? How do I...

  July 14th, 2025 489 views 0 likes
• How to connect your accounting platform to ScaleXP

  This describes how to connect your accounting system to ScaleXP.  Follow these steps to connect a new ScaleXP entity for...

  July 14th, 2025 475 views 0 likes
• How to create a revenue forecast graph

  This article explains how to create a graph showing your forecast revenue.  It combines invoiced revenue recognition with probability-weighted CRM...

  August 1st, 2025 448 views 0 likes