Navigating Drivetrain
Gain a basic understanding of the Drivetrain interface and its features so you can navigate your workspace efficiently.
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Gain a basic understanding of the Drivetrain interface and its features so you can navigate your workspace efficiently.
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Was this helpful?
The Drivetrain interface is customized as per the roles defined by your administrator.
You’ll notice the navigation pane on the left side contains quick links to the features you have access to.
Depending on your role and privileges assigned to you by your administrator, you may have access to one or more of the following features.
If you're an administrator, you can to users from the Settings page.
Reports is an interactive dashboard for gaining insight into your business performance, including budget versus actuals. You can create visuals (tables and charts with rich text annotations) for your team, management, investors, or the board.
From the Models page, you can build financial models to make projections and forecasts based on business assumptions. You can organize your models into folders and collaborate with other model builders in your organization.
The Metrics page hosts your catalog of metrics. Here, you can build new business metrics from your consolidated datasets, edit existing ones, and clone metrics.
The Data Sources page is where you connect your business applications (source systems) to Drivetrain. From here, you can connect your ERP, CRM, Billing, HRIS, BI tools, Data warehouses, Google Sheets, and more to create a single source of truth for your organization.
The Help section contains two items:
What's New: A changelog, which covers Drivetrain's latest product updates and announcements, including new features, enhancements and fixes.
Documentation: A direct link to the Drivetrain User Guide.
Drive AI helps you find the answers you need quickly. Explore data using plain English to get answers to all data or product questions.
Clicking the profile icon displays three items:
Tasks (beta) - Create and assign tasks to any user along with defining the approval workflows.
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Settings - The Settings area is where you view, define and configure the administration settings for your business. Refer to the section to learn more about how to configure access control and permissions in Drivetrain.
Next up, learn about in Drivetrain that are essential to understand before diving deeper into the Drivetrain platform.
