How to Enter Your Aggregate Data
Step 1: Open the Aggregate Data Module
Navigate to the Performance module within Clients, where you will enter your aggregate data.
Click Aggregate Data, then select New to begin a new data entry session. Complete required fields in the New Event pop-up.
Step 2: Enter Your Data
Input your numbers into the fields provided.
Ensure each section has the same Total client count.
Step 3: Review and Submit
Click Submit. The status will change to Submitted, and the page will lock to prevent further editing.
Step 4: Check Populated Data
After submission, click Back to return to the Performance page. The "Actual" field will now reflect the total number you entered in the Aggregate Data page.
The Var column will show the difference between the Goal and the Actual numbers.
Key Notes
Data Entry Is Manual: The system will not auto-populate from other modules (e.g., Client List).
Totals Must Match: Ensure that subcategory numbers sum to the total to avoid errors.