# Precision Knowledgebase

Get the most of your Precision account with helpful tutorials.

## Articles

- [How to Log In to Precision](https://precision.support.site/article/how-to-login.md): Log in to your Precision account in 10 seconds

## Integrations

- [How to Connect a Data Source](https://precision.support.site/article/how-to-connect-a-data-source.md): Link your tools to auto-sync data
- [How to Disconnect a Data Source](https://precision.support.site/article/how-to-disconnect-a-data-source.md): Remove an integration from your account
- [Stripe Integration](https://precision.support.site/article/stripe-integration-saj0yuniin3i6r02v8k066t5.md): To pull your Stripe data into Precision, you need to create a restricted API key in Stripe and paste it into Precision. This takes about 5 minutes.

Part 1:
- [Zoom Integration](https://precision.support.site/article/zoom-integration-x7878odly1nbdy7t5l6xq055.md): Connect Zoom so every recorded sales call turns into coaching your team can act on, without anyone taking notes. Connect Zoom Zoom uses a secure sign-in, so

### CRMs

- [Close CRM Integration](https://precision.support.site/article/close-crm-integration.md): Connect Close CRM to track leads, contacts, and deals. Learn what objects you can track, available filters, and common metrics.
- [High Level CRM Integration](https://precision.support.site/article/high-level-crm-integration.md)

### Social Media

- [YouTube Analytics Integration](https://precision.support.site/article/what-data-precision-pulls-from-youtube-1r7djcpoo3o8oqjv6rpxq4oz.md): Connect YouTube and see exactly how your channel is growing — subscribers, views, and watch time tracked automatically so you always know if your content is
- [Facebook & Instagram Integration](https://precision.support.site/article/facebook-instagram-integration-115ii0duncxcbr02sxxnyxv1.md): Connect your Facebook Pages and Instagram Business accounts to see your organic social data alongside all your other growth numbers in Precision.

What gets

### Advertising

## Claudia

- [How to Connect Claudia to Slack](https://precision.support.site/article/how-to-connect-claudia-to-slack-e19o8dz3zjoi6pn3ehlsiw6b.md): Claudia is Precision's AI data analyst. Once connected to Slack, you can DM her directly to ask questions about your business — and she'll respond with
- [What Claudia Can Do](https://precision.support.site/article/what-claudia-can-do-idhtomfmt2w86rz3rc59ya43.md): Claudia is your AI analyst inside Precision. You can talk to her in plain English — no formulas, no settings menus — and she'll take action, pull data, build

## Getting Started

## Dashboard

## Scorecards

- [Using Scorecards for Weekly Team Reviews](https://precision.support.site/article/understanding-scorecards-ll60bef0o504yzksl6xvxskn.md): Walk into every team meeting knowing exactly what's moving. Scorecards show your metrics week by week or month by month so you can spot problems and hold the right conversations.

## Metrics

- [How to Create a Metric](https://precision.support.site/article/how-to-create-a-metric.md): Add a new metric to track in Precision
- [How to Enter Data Manually](https://precision.support.site/article/how-to-enter-data-manually.md): Update metric values by hand
- [How to Archive a Metric](https://precision.support.site/article/how-to-archive-a-metric.md): Hide a metric while keeping its data
- [How To Set Metric Permissions](https://precision.support.site/article/how-to-set-metric-permissions.md)
- [How to Create a Calculated Metric](https://precision.support.site/article/how-to-create-a-calculated-metric-r4r48jv2qrm05r0lj88uqnsk.md): A calculated metric lets you build any number from your existing metrics — ratios, sums, differences, running averages — without entering data manually or
- [How to Change a Metric's Measurement Frequency](https://precision.support.site/article/how-to-change-a-metrics-measurement-frequency-kg5xps1tam26za065jnf8kf8.md): How to find the metric edit sheet and change the measurement frequency between daily, weekly, and monthly.
- [How to Change a Metric's Aggregation Type](https://precision.support.site/article/how-to-change-a-metrics-aggregation-type-qf9109vx00lei37r5jhgwnmy.md): Your aggregation type controls how Precision combines data points into a single number for goals and pacing. Change it when the default is not calculating the
- [How to Add Catalog Metrics to a Team and Scorecard](https://precision.support.site/article/how-to-add-catalog-metrics-to-a-team-and-scorecard-kbe8ouj4gl7536oo3fp06shc.md): The Metric Catalog lets you add pre-built, best-practice metrics to any team in one click — no manual setup required. Once added, the metric is yours to track,

## Goals & Planning

- [How to Create a Goal](https://precision.support.site/article/how-to-create-a-goal.md): Set a quarterly goal for your team
- [How to Edit a Goal](https://precision.support.site/article/how-to-edit-a-goal.md): Update an existing goal
- [How to Create an Annual Plan](https://precision.support.site/article/how-to-create-an-annual-plan-orvdb6asdy3fpef6lf8xpt7a.md): The Annual Plan is the revenue number your whole company is working toward this year. Setting it unlocks quarterly goals — the milestones your team is

## Teams & Users

- [How to Create a Team](https://precision.support.site/article/how-to-create-a-team.md): Add a new team to organize metrics and goals
- [How to Invite a User](https://precision.support.site/article/how-to-invite-a-user.md): Add team members to your workspace
- [How to Assign a Team DRI](https://precision.support.site/article/how-to-assign-a-team-dri.md): Set who owns a team's outcomes
- [How to Change a User's Role](https://precision.support.site/article/how-to-change-a-users-role-1qlziqifre5p64eyiofl4ap9.md): Change a user's role in Settings to immediately adjust what they can access and do in Precision.

Who can change roles
Only owners and admins have access to

## Account & Billing

### Security

- [How to Enable Two-Factor Authentication](https://precision.support.site/article/how-to-enable-two-factor-authentication-bumvr3ibjo5oo6uqsq5rl5yg.md): Two-factor authentication (2FA) makes your Precision account significantly harder to access without your permission. Even if someone gets your password, they

## Agents

## Academy

## Company Brain