Causal Data Wizards
Generate a data-connected model and dashboard report in minutes
Causal's data wizards are a great first step to get you up & running in Causal!
- 1.Head to your Overview page, and click the tiles in the right sidebar, or hit New Model -> from data wizard. Connect directly to your data (QBO/Xero for the P&L, any of our supported HRIS's for Headcount, or Salesforce for our CRM wizard).
- 2.Configure the structure of the model/report (only applies to the P&L), and configure the fields you want to filter by (only applies to the CRM wizard).
- 3.Get a model + dashboard report generated for you out-of-the-box 🪄
- Shows your historical data month-by-month, dig in using drill-down (e.g. drill into transactions for your P&L, drill into opportunities for your CRM)
- The P&L and Headcount models give you a month-by-month forecast going forward (using basic assumptions that can be adjusted)
- 4.Suggested next steps:
Causal has three main wizards at the moment - Profit & Loss, Headcount, and CRM.
After connecting to Xero/QBO (as per the steps above), the next step is to customise the structure of your P&L (based off your actual QBO/Xero data) before your model/dashboard is created.
For example, you can decide whether you want a row for each marketing GL code, or just one row for the total marketing spend (in which case you'd toggle "Aggregated" for the Marketing group of expenses).
The Headcount wizard does not have a configuration step, the Headcount model is auto-generated after you connect to your HRIS using the flow outlined above. You can read more about the data items we use from your HRIS here.
The CRM wizard produces a dashboard (and underlying spreadsheet) allowing you to dig into your sales activity, opportunities, and pipeline.
- After connecting to Salesforce (as per the steps above), the next step is to customise the breakdowns you want to see (based off your actual Salesforce data) before your model/dashboard is created.
- Historical data is populated from Salesforce, and any forecast numbers you see are based off the probability weighting assigned in Salesforce.
- You can use the filters on the charts / tables to slice and dice by Owner, Stage, Account, and any other fields you selected in the wizard.
- The dashboard should be helpful for sales review meetings (e.g. how are we tracking this week / month / quarter), and you can use the model as a base to begin tracking plan vs. actuals (this would require turning it into a forecast model with formulas for future months, and saving a version to compare to).
Last modified 5d ago