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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.

Updated over 2 weeks ago

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.

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