Three Essential Elements for Pigment Formulas

Learn how Metrics, Boards and Transactions lists contribute to writing formulas and forecasting in Pigment. Identify different types of metrics which perform three major tasks - inputting data, performing calculations, and generating reports. Recognize different ways of presenting Metrics on Boards, such as Charts, Tables and KPIs. 

Who should take this course?

This course is designed for everyone, both business and technical users. 

• Technical users need to know how to navigate Pigment effectively, perform data imports from various source systems like CRM, ERP, Sales management systems, or HRIS into Transaction Lists, and set up formulas for Metric calculations. Additionally, they should understand the technical aspects of Metrics, including how to design custom reports and utilize data for advanced analysis.
• Business users will benefit from learning how to strategically plan and analyze the performance of their business using Pigment's visual interface. They should focus on understanding how to populate Boards with data, interpret Metrics, and use the insights gained to make informed decisions that drive business growth.

Topics Covered

• The Roles of Metrics, Boards, and Transactions Lists
• Metrics’ Key tasks - input, calculating, forecasting
• Transactions Lists as Data Sources
• Various ways to present Metrics on Boards through Tables, Charts and KPIs
• Practical example: Building Metrics on a Board from one Transactions List
• Data Flow and Dependency Diagram

Content Type

• Video
• On-Demand
• Micro-lesson

Course Duration

About 5 minutes

Before You Begin

Prerequisites: Make sure to complete the Pigment Essentials for Everyone and From Process to Experience: UX Design Journey Learning path before taking this micro-lesson.