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EIGENN.

Data

Connect data sources, link variables to actuals, and check the actuals against the source.

A data source brings actuals into Scenario planning. Actuals are the numbers that already happened. Eigenn reads them from three kinds of data: Xero profit and loss and balance-sheet accounts, monthly totals for each transaction category, and issued invoices.

A source does not change a model until you link it to a variable. A linked variable shows the source values in its actual periods. In the forecast periods, it runs its formula or takes your input. The model's Last actual date sets where the actual periods stop.

You manage sources on the Data page. Go to Scenario planning → Data. The page groups the sources by provider. Each card shows the source label, a status badge, and the time of the last refresh. Use the All, Yours, and Shared tabs and the search box to find a source. Yours shows the sources that you created. Select New to add a source.

The Scenario planning Data page. The All tab is active. The toolbar has the Search data sources box, the refresh-all button, the grid and list buttons, and the New button. One source, Bank category actuals, shows under Bank transactions with an Active badge and the text Last refreshed 7 days ago.

Use the pages in this group in this order for a new model:

  1. Connect the source.
  2. Link each variable to one item of the source.
  3. Refresh the source and check one known period.

Pages in this group

  • Connect a data source: add a Xero, bank-transaction, CSV, Stripe, or QuickBooks source from the catalog.
  • Link a variable to data: attach a category, an account, or invoice actuals to a variable.
  • Use transaction categories as actuals: use monthly category totals in a monthly model.
  • Choose cash or accrual for Xero: set the accounting method of a Xero statement source.
  • Refresh and check actuals: update a source and compare one period with the source records.

Related

  • Data concept
  • Last actual date
  • Budget vs. actuals
  • Planning Data and Dimensions
  • Connect Planning Data and Actuals

Data

Actuals come from connected data sources, link to variables, and stop at the Last actual date, where the forecast starts.

Data integrations

The connectors in the Data sources catalog and the planning data that each connector brings into a model.

On this page

Pages in this groupRelated

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview