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The ScaleXP Metric Library is where you’ll find the foundation for many of the calculations you see throughout the platform....
July 14th, 2025 2 views 0 likes
To add a new entity such as a company, subsidiary, or new consolidated oganisation in ScaleXP, use this link: app.scalexp.com/onboarding/organisation-info...
July 14th, 2025 3 views 0 likes
You can modify team members and access levels to the system in ‘Settings’ cog (top bar, right side), ‘ Team...
July 14th, 2025 6 views 0 likes
To see how many licenses are being used, go to 'Settings', 'Team Members.' The total number of people listed in...
July 14th, 2025 1 views 0 likes
To change your username, click ‘Settings’ , ‘ Profile’ . Make the required changes, and press ‘ Submit’ .
This video walks you through the setup of 2FA (two factor authentication) in ScaleXP. 2 Factor Authentication is configured...
To change your password, click ‘Settings’ , ‘ Profile’ . Make the required changes, and press ‘ Submit’ .
To change your email, click ‘Settings’ , ‘ Profile’ . Make the required changes, and press ‘ Submit’ .
You can view and change the rates being used for foreign exchange on the Load Data tab. Rules used for...
To change the financial year starting date, go to Settings (top bar, right side)>Organisation settings (left sidebar). Then click on...
To hide all nominal accounts which have balances of zero, go to Settings cog (top bar, right side)> Organisation settings...
This article covers how to set the date format in ScaleXP. Select the format which best corresponds to the text...
To change which organisation you are viewing, select the desired entity from the drop down menu at the top right...
All accounts from the connected accounting system will default into a financial category in ScaleXP. To view all accounts uploaded...
To change or cancel your subscription to ScaleXP, please email support@scalexp.com.
To change your billing details, contact support@scalexp.com.
To change how dates are viewed in the ScaleXP platform, go to Settings (top tab)>Profile (left sidebar)>Choose the date format...
To add your own logo or change the one that is in the system, go to Settings cog (top bar,...
To set your brand colours for use throughout the ScaleXP system, go to Settings cog (top bar, right side) >...
If you are having trouble signing in, please ensure that you are using the correct login credentials. If you have...
July 17th, 2025 views 0 likes
When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you...
July 17th, 2025 4 views 0 likes
To change the definition of any metric, including the time period used for the calculation, go to 'Settings', 'Metric Library' and...
July 14th, 2025 views 0 likes
It is easy to change what a metric is called. Go to 'Settings', 'Metric Library' and click on the edit button...
In Dashboards , just select options, Chart Formulas. For more detail on any formula, click into the box. It will...
View and adjust the automated definitions for MRR, ARR, CAC, CAC Payback, Cash Burn, Cash Runway, Churn Rates, Retention...
To modify or add a renewals mapping, go to 'Load Data', 'Connections,' then click on the 'More' icon (three horizontal...
ScaleXP provides fully editable automated metrics. Create your own definitions for metrics and KPIs and then use them in any...
July 14th, 2025 7 views 0 likes