Toolio comes out of the box with most retail metrics that you would need but you may still want to change the name or formula of a metric to better fit your business. Luckily, all metrics in Toolio can be easily customized and adjusted!

Below are the steps to customize Metric Names and Formulas:

  1. Click on Settings under your Profile

2. Select the Metrics tab under Data Management

3. Choose the metric you want to edit. Double click on the cell for that metric under the Display Name column or the Formula column to edit name and formula, respectively. Please note that for metrics which are raw inputs from your data, no formula will be displayed or editable. Additionally, you are able to set an output for metrics on this page. Please learn more about inverse calculations and changing output metric.

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