Trade settings

The choices specific to your line of work, which shape the pages you get.

Trade settings in SigmaPointPi
/settings/vertical

Your trade determines which engines run underneath and which pages appear. A subscription business gets retention and unit economics. A nonprofit gets fund accounting and grants.

These settings tune that: the periods you measure on, the categories that matter in your trade, and the thresholds your industry uses.

Where everything sits

Northline Systems
Northline Systems
SaaS & Subscription options
SaaS & Subscription options
ARR recognition
ARR recognition
Churn definition
Churn definition
Cohort basis
Cohort basis
Ada Operator
Ada Operator

How to work this page

Confirm the trade is right

It drives navigation, engines and obligations. A business set up as the wrong trade gets pages that do not apply and misses ones that do.

Set the measurement period

Weekly matters in some trades and misleads in others. The default follows your trade and can be changed.

Tune the thresholds

Every trade has numbers with conventional ranges. Yours may differ and the settings should reflect your business rather than an average.

Review when the business changes

A business that adds a line of work may need a second trade profile or a second business entirely.

On a phone

Trade settings on iPhone 15 Pro Max

Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.

Questions people actually ask

Can a business have more than one trade?

One primary, which drives navigation. Genuinely separate lines of work are usually better as separate businesses.

What happens to my data if I change trade?

Nothing is lost. Different engines run and different pages appear, and the underlying ledger is unchanged.