Support & FAQ


We hope you'll easily find your way through the dashboard setup, but below are answers to commonly asked questions.  if you still have questions, you can always email us at or leave us a voicemail at 425-533-0403 x2 so we can retrieve your answer and get back within one business day.



Q: How do I get started with Corelytics?

A: Start by signing up for a subscription (you have a month-to-month option) so you can set yourself up and see your dash board right away.  If your accountant or advisor is already using Corelytics with their clients, they can get you started using their version of the dashboard made just for advisors.


Q: If I have QuickBooks how do I setup and update data?

A: Go to Start for detailed instructions. at a high level, here is how it works: 

  1. Download QuickBooks Web Connector (QBWC) file and navigate to it from within QuickBooks
  2. Open and run the Web Connector
  3. Add the file downloaded to the WC, check mark, and update selected
  4. Wait a minute, then log out, log back in


Q: If I don’t have QuickBooks how do I setup and update data?

A: If you don’t have QuickBooks, we have Excel templates that allow you to manually load your data to Corelytics. Once you get your Excel spreadsheet set up, just update it once a month and reload it on your dashboard.  Go to Getting Started for the template and detailed instructions.


Q: I've uploaded my data, now what?

A: Your account is auto-mapped and you are ready to see your results. After your upload, log out and log back in to let the DEFAULT mapping process complete.


 Q: Once I have an account what do I need to do?

A: You should have received and email with a link to get your account set up. Once your account is setup, the first step is to set up your company information.  Choose the industry type that best fits your company. Once your company is initially set up, the next step is to set up the data.  Go to our getting started page for detail instructions;  the link sent to you in welcome emails; or Getting Started under Support in your Dashboard.


Q:  What is "Data Mapping" and how do I do it? 

A: Data mapping is what enables standardized comparisons with others in your industry. Corelytics starts with a default data mapping process, but you can refine your mapping to give you better drill-down results.  You only need to map your data once and Corelytics will remember your settings. You can adjust your data map at any time. 


Q: What is the difference between Fixed and Dynamic Allocation?

A: In the Standard version, the Data Map screen enables you to allocate the balances of your accounts to the standard set of accounts in Corelytics across multiple lines of business in a couple of different modes.

Fixed – This is the default setting for account mapping on the Data Map screen and allows you to choose the percentage allocation across each line of business using a ‘fixed’ percentage for each line of business. Use this allocation method for your Sales and COGS income statement accounts.  You can also use fixed allocation for your balance sheet accounts if you want to analyze these account by LOB.
Dynamic – When you choose this setting for accounts on the Data Map screen, Corelytics will automatically allocate the totals of the selected accounts by the percentage of revenue brought in by each line of business for each month. The percentage of revenue distribution across lines of business changes each month and the accounts you select to use this mode will dynamically adjust their percentage allocation across each line of business based on the percentage of revenue contribution of that line of business for a given month.  Use Dynamic allocation for your overhead expense accounts.

Special Note
Dynamic Allocation is great to use when you have an expense account that is not fixed and allocation is difficult to attribute to a specific line of business each month. Dynamic allocation assumes that this expense is closely tied to the performance of your primary lines of business. In other words, this expense account grows / shrinks in direct correlation to revenues.


Q: When will Corelytics one-click connection be available for Quickbooks online?

A: This feature is now available through the Intuit Marketplace.


Q: How does Benchmarking work?

A:. Your financial data is compared to the industry benchmarks for top performing companies within an industry segment. Benchmarks are provided by top industry benchmark providers.

Although we have many industries benchmarked, we don’t have them all yet.  Our research teams at a growing number of major universities in the US provide us with invaluable Benchmark Ecosystem intelligence no other "dashboard" software has access to. This provides Corelytics with a connection to new and emerging technologies and processes around information science that is critical to our mission.  They are continually building our lists of industries.  If you don’t currently see your industry, please email your interest to


Q: I want to reports of the information I am seeing on the dashboard, how do I do that?

A: There are several report available in the Resources menu.  If you need a picture of the graphs, in the short term you can use the Snipping tool (Windows Accessory) to take a snapshot of your screen.  

Q: I have QuickBooks but I may not have set up the data in a standard manner (or my QuickBooks data is a mess…) can I still use Corelytics?

A: Yes!  By uploading and mapping your data to the dashboard you will quickly understand where your data setup may differ from the standard.  Update QuickBooks as you better understand your data and upload it again to Corelytics. 


Q: Are my settings and preferences changes I make on the dashboard saved?

A: Yes,  your changes are saved as you go. 


Q: How do I change my dashboard to a new industry, I picked the wrong one.

A: The choice of industry determines the lines of business. Changing the industry may require remapping of data. Therefore, we only change the industry by request to ensure a smooth transition. If you send the request to we will be happy to assist you.

Q: I already have a dashboard but now I want to add an advisor, how do I do this?

A: As a Corelytics business customer you are given the option to affiliate to a qualified business advisor resources.

Navigate to the Configurations menu / Company Profile







Select Add New Affiliate link


Select from a list of available business advisor resources


Selecting an advisor (Affiliate) does not obligate you to pay for any service, but does give the advisor resource access to your financial information. Only select advisors you trust





Get Started

You are 3 steps away from knowing your business better.

Step ONE

Fill out the sign-up form. Click on the link in the confirmation email that is sent to you. 

Tip!  If you are working with an Advisor, enter their PROMO CODE? during setup so they can access your account.


Step TWO

Import your data (one-time setup)

After you have confirmed your account (reply to the confirmation email), you can log into your dashboard.  (If you are a subscriber through one of our partners, go to and select the login option for your group.)  Now you are ready to set up the data import. Corelytics uploads the most current 36 months of Balance Sheet and Profit & Loss each time you update your data. All 36 months are refreshed so that all prior period adjustments are always included. When you import your data, your accounts are auto-mapped (you can adjust them later). 

You data is already imported if you have created your account throught the Intuit Marketplace, proceed to Step 3.

Follow the QuickBooks steps if you use QuickBooks with the Intuit Web Connector (QBWC)

Follow the Non-QuickBooks steps for all other accounting systems.

DATA IMPORT (monthly)  This can be done from any accounting system but is a one-click connection for QuickBooksusers using the Intuit Synch Manager or QuickBooks Web Connector. Other accounting systems use a 2-step export/import.

You are now ready to use your dashboard!



Log in & get into a regular monthly routine

Schedule time every month to log in, upload your data and review your Leading Indicators.  The ideal time to upload new data to your dashboard is right after you complete month-end closing or any time you make adjusting entries to a prior month.

Where do I log in?

Go to and click the login tab.

To update your dashboard:

If you use QuickBooks Desktop, click on the File tab, click on Update Web Services, you will then see the QuickBooks Web Connector box. Be sure the password is still there and that the application box is checked, then just click Update Selected to upload your data.

If you use any other accounting system, follow the instructions in the import template to add the latest month’s data. Then log in to the dashboard, go to the Configuration tab, click Data Upload and select the top of the screen select “other” in the drop down box.  Browse for the template file, and click the Upload button. When the Upload Status shows that the upload is complete, log out and log back in to see the updated results.

Tip! If you forgot your password, click the “Forgot you password” text on the log in screen.


7 Steps to Using your Dashboard

Managing your business through a dashboard may be a whole new way of running your business, or it might be a complement to what you are already doing -- only faster. 

Here is a suggested path to take each month after you are set up (or see setup instructions steps below) 

1. Big Picture - Are there any urgent issues that need your immediate attention?

2. Is your revenue outpacing your expenses? If not, even selling more won’t save you in this scenario.  You’ll need to fix any problems here fast. Make sure that your forecast doesn't project a line showing your revenue and expense lines crossing. 

3. See your forecasts in key areas - In key areas, watch to see your best and worst case projections for the coming year.

4.Which product or division is most or least profitable? 

5. Check your cash balance trend. See if it looks like one product is pumping in the profits while another is dragging the company down.

6. Compare - See how you are doing compared to everyone else? compare to your industry if available, or use "General Business" if your industry is not shown.  Corelytics is always working to establish new industry benchmarks

7. Now it’s time for your Action Plan. Take on 3 priorities each month and aim to fix them. Run what-if scenarios to show you possible outcomes.  Use Corelytics’ easy-to-read graphs to share with your staff or secure loans for investments.  Lenders will love you’re your Corelytics charts and forecasts!

 For more detail on key things to watch, see our blog


 *Once you have set up and accepted the default automaps, you can return to your account and adjust your data map.  To adjust your data map, click Configuration --> Data Map

To map, click on the Source Data Account, then Standard Data Accounts.  You can select "Fixed" or "Dynamic" allocation for any account. Learn more about Fixed and Dynamic allocation.

Tip! After you've done your data mapping and have saved the allocations and click Commit Datamap" you will need to log out and log in to "refresh" your mapping data. Then you will get confirmation that the datamap is 100% complete.

Tip! You only really need to map "Revenue and COGS (cost of goods sold) to LOBs (lines of business). You should use Dynamic allocation to allocate Expenses which automatically distributes expenses among the LOBs proportionately.

Real-world Finance 101

Financial management tips and techniques w/Professor Frank: