Updating the Month-over-Month Metrics Dashboard in Propel Your Business #

The Month-over-Month Metrics Dashboard appears in a few places within Propel Your Business. It helps you track company goals and make quick updates to performance data.

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Where You’ll See the Dashboard #

• Company Admins / Goal Access
  When you log in, you’ll see the Company Goals dashboard right away.
• Meetings
  If you have access to Company Goals, you can also find the dashboard during meetings:
  • Open the Agenda Bar
  • Click Goals at the top
• Macro Plan Section
  If you do not have access to Company Goals, the same type of month-over-month metric dashboard appears when you click Goals from the Agenda Bar.

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How to Update the Dashboard #

There are two ways to update metrics:

1. Cell by Cell
   • Update values directly in the dashboard.
2. Quick Update Method
   • Use the three dots menu on the right-hand side.
   • Choose Export to Excel, make edits, then Import back.
   • Or choose Copy to Clipboard, paste into Excel or Google Sheets, make edits, and then paste the full table back in.

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Important Notes When Editing #

• When copying to Excel/Google Sheets, formatting (like $, commas, or %) is stripped out. Only raw numbers remain.
• Do not re-add formatting symbols (dollar signs, commas, percentages).
  • If you reinsert them, your update may:
    • Fail to upload
    • Or cut off numbers incorrectly (e.g., “1,250” might import as “1”).
• Always copy the entire dashboard table (row names + headers).
• Even if you don’t update all rows, they still need to be included before pasting back in.

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Workflow Example #

1. Copy the dashboard to Excel.
2. Make raw number adjustments (leave out symbols).
3. Select the entire table including headers and row names.
4. Return to Company Goals → Three Dots → Paste from Clipboard.
5. Apply changes.
6. Your updates will immediately appear in the dashboard.