Overview
Toolio comes with hundreds of built-in metrics, using best-in-class formulas, display names, and formatting rules. That said, you still have the flexibility to configure and customize these metrics to better align with your specific needs. You can manage all metric settings by navigating to Settings > Metrics
.
Display Name
To update the Display Name for any metric, just double click on the cell holding the display name and add the new value you would like. Once you've made the change, you can hit save.
Formula
You can customize the formula, the same way you'd be customizing the Display Name. Just double click on the cell you want to customize and hit save after making changes.
Metric Formatting
In the Format
column you can customize how different metrics are formatted. Example use cases for this are:
Whether to display percentages as % or BP (Basis Points)
Customizing the number of decimal points to have for each metric
Spread Method
You can customize the Spread Method to use for each metric. The Default Method for each metric is spreading proportionally; however, you can update the metrics to Set Leaves Evenly as well. The workflow for updating these is the same as above.