Skip to main content

Configuring Advanced Settings

Advanced Settings allow you to control report-level options, such as currency formatting and the ability to run programmatic calculations within Fluent.

Overview

The Advanced Settings panel contains two configuration options:

  1. Currency – defines the currency that will be used in your specific report or slide.
    ​

  2. Enable Calculations – allows Fluent to perform programmatic, cross-platform calculations using a built-in calculator rather than relying solely on the LLM.
    ​

Do I need to enable calculations?

In most cases, no. Fluent supports ~90% of commonly used marketing and performance metrics natively, without requiring any custom configuration.

You would only need to enable calculations in rare or advanced scenarios, such as:

  • Creating a highly customised or blended metric
    ​

  • Combining data across platforms in a non-standard way
    ​

  • Enforcing a strict formula that differs from Fluent’s default logic
    ​

For most users, Enable Calculations can remain off unless you have a specific custom formula you want the AI to follow.


Step 1: Opening the Advanced Settings Panel

Advanced Settings are configured within a specific report.


To open them:
​

For Doc Reports

  1. Open the doc report you want to modify.
    ​

  2. Navigate to the specific section where you want to apply advanced settings.
    ​

  3. On the right-hand configuration panel, scroll to Advanced and toggle it.
    ​

For Slide Reports

  1. Open the slide report you want to modify.
    ​

  2. Select the slide where the settings should apply.
    ​

  3. On the right-hand panel, scroll to Advanced and toggle it.
    ​

Each section or slide has its own settings, allowing precise control over where custom logic is applied.


Option 1: Setting Your Currency

The Currency field controls how monetary values (Spend, Revenue, ROAS, AOV, etc.) are displayed inside that specific section or slide.

  1. Open the Advanced Settings panel.
    ​

  2. Choose the correct currency (e.g. GBP, USD, EUR).
    ​

  3. Click Save.
    ​

This ensures the financial metrics in your report are consistently formatted.


Option 2: Enabling Programmatic Calculations

The Enable Calculations option allows Fluent to compute values using exact formulas you define.

This uses Fluent’s built-in calculator rather than LLM reasoning, ensuring accuracy and repeatability.

This is valuable when you need:

  • Blended metrics using data from multiple platforms
    ​

  • Exact formula enforcement, such as specifying which platform’s spend or revenue to use
    ​

  • Non-standard performance formulas
    ​

  • Cross-channel attribution-style calculations
    ​


Step 2: Turning On Enable Calculations

  1. Open the Advanced Settings panel in your chosen section or slide.
    ​

  2. Toggle Enable Calculations to ON.
    ​

  3. Enter your formula instructions in the instructions box outside the Advanced Settings section.


Step 3: Adding Calculation Instructions

When you turn calculations on, you can define custom formulas using clear instructions.

Format

Use the structure:

calculate:

<metric> = <formula>

Add as many formulas as needed.

Examples

1. Blended ROAS using GA4 Revenue and Google Ads Spend

calculate:

roas = revenue from GA4 / spend from Google Ads

2. Cross-platform CPA

calculate:

cpa = spend from Meta Ads / conversions from GA4

3. Total Revenue Across Multiple Sources

calculate:

total_revenue = revenue from GA4 + revenue from Shopify

4. Custom AOV

calculate:

aov = revenue from GA4 / purchases from Google Ads

These instructions give Fluent exact, machine-readable formulas, ensuring your calculations are consistent and reflect your specific requirements.


When Should I Enable Calculations?

Turn this option on only when:

  • You require a custom or blended metric not available by default
    ​

  • You want to enforce a strict formula across your reports
    ​

  • Data is coming from multiple platforms and needs to be combined programmatically
    ​

  • You have unique business logic (e.g. weighted conversions, special ROAS formulas)
    ​

In all other cases, Fluent’s native metrics are sufficient, and the toggle can remain off.


Saving Your Updates

After adjusting any Advanced Settings:

  1. Click Save on the right-hand panel.
    ​

  2. Regenerate your report if you want the new logic applied immediately.

Did this answer your question?