๐Ÿ“Œ Overview

Publishing in cofi.ai makes your Modelโ€™s latest calculations, variables, and structure available across the workspace โ€” ensuring Dashboards, other Models, and reports reflect the most up-to-date data.

Models are first created and edited in Draft mode, allowing you to test formulas and structure safely before making changes visible.

You can also version a Model for scenario planning, archiving, or testing new assumptions without disrupting live reporting.


๐ŸŽฏ Why Publishing Matters

Publishing connects your Model to the rest of your workspace.

It ensures that:

๐Ÿ’ก Tip: Think of publishing as โ€œcommittingโ€ your changes โ€” once published, your updates flow everywhere the Model is used.


๐Ÿ’ก Model States Explained

State Description Common Use
Draft Editable workspace for building or testing logic. Developing new variables, adjusting formulas, applying dimensions.
Published Live version available to Dashboards and linked Models. Active reporting and data sharing.
Archived Frozen snapshot of a past Model. Preserving old versions or completed scenarios.
Cloned Duplicate of an existing Model. Creating โ€œwhat-ifโ€ or alternative forecast scenarios.

๐Ÿš€ย Publishing a Model

1. Open Your Model

Navigate to the Model you want to publish.

2. Review and Test