Models are where data becomes insight in cofi.ai.
They transform structured information from Databases into meaningful KPIs, forecasts, and financial statements — allowing you to model scenarios, compare Actuals vs. Budgets, and publish updates to Dashboards with precision.
This series walks through everything from creating your first model to managing versions and drill-down analysis, ensuring your workspace remains both flexible and consistent.
Models: Calculate, Structure, and Scenario Plan →
Understand what Models are and how they fit into the cofi.ai data flow.
Learn how to create and configure a new Model in your workspace.
Adding Variables and Formulas →
Build business logic and define calculations within your Model.
Structure your Model to support grouping, filtering, and multi-level drill-downs.
Explore data trends and details directly from your Model output.
Publishing, Drafts, & Versions →
Manage updates, test changes safely, and maintain historical versions.
💡 Tip: Models sit between Databases and Dashboards — the bridge between raw data and visual insights.
Use them to centralize logic, automate KPIs, and forecast confidently across scenarios.