Frequently Asked Questions

  • What accounting software does Metrique work with?

    QuickBooks Online, QuickBooks Online Canada, QuickBooks Desktop, Studio Designer, and Manual Entry for those using some other software solution.

  • How does Metrique help my business?

    Metrique provides an all-inclusive dashboard of your financial performance, expected future performance, and operational hours tracking.

    With this software, you can easily see and understand your business performance and use the dashboard to influence your strategy going forward.

  • What information do I need to get started with Metrique?

    • A CSV file of your historical income statement (2 years, if applicable)

    • A CSV of your most recent month's income statement

    • A financial budget (at least one, maximum of 2)

    • Billable hours budget tracking with actuals

  • Do I need to upload my information to Metrique in a specific way?

    Yes, we have Upload Templates for you to easily use.

  • What if I want a custom dashboard instead of the default one?

    Because the dashboard is created with your data and your naming standards, it is unique to you right from the start.

  • Does Metrique create a budget for my business?

    You are able to create line item budgets or anchor point budgets, depending on the level of detail you wish to capture and use for comparison.

    We also have tools that will help you create a logical, realistic budget which can then be uploaded to your Metrique dashboard.

  • Can I have multiple budgets on Metrique?

    Yes, you can have up to two budgets. Generally one is “conservative” and the other is “aggressive.”

  • Does Metrique offer coaching for the software to enhance my business?

    Business coaching and advisory services can be found at our mother company, Scarlet Thread Consulting: www.scarletthreadconsulting.com

  • How Does Metrique help me quickly analyze my data?

    Metrique offers a quick view dashboard to see what really matters in condensed form, visual representations of your data, modeling tools to set a path forward, and KPIs to measure what matters most.