---
title: "How to add and use ratios in sherloc"
url: "https://help.sherloc.elementaryb.com/en/article/how-to-add-and-use-ratios-in-sherloc"
language: "en"
last_updated: "2026-10-05T21:42:26.338Z"
---

# How to add and use ratios in sherloc

Your Performance page tracks two groups of ratios: Performance ratios (your core figures, such as revenue, profit and cash at bank) and Efficiency ratios (everything else, including working-capital ratios, burn and runway). Here’s how to add one and read it once it’s up.

## 1\. Open the ratio picker

On the Performance page, click the **+** icon in the **Performance ratios** or **Efficiency ratios** header, depending on which section you want to add to. This opens **Create a new ratio**, with that section’s tab already selected. Switch to the **All** tab if you want to browse across both.

## 2\. Find the ratio you want

Search by name or acronym, or scroll the list. Each ratio shows a plain-English description and an acronym chip (for example CCC for Cash Conversion Cycle), so you don’t need to already know the jargon.

## 3\. Check the accounts and create it

Selecting a ratio opens a short explanation of what it shows, plus the account(s) it’s calculated from. Most arrive pre-mapped to an account, so double-check it’s the right one. A few arrive empty or part-filled for you to complete:

**Net Profit**, **Monthly Recurring Revenue** and **Annual Recurring Revenue** arrive empty. **Days Sales Outstanding** and **Cash Conversion Cycle** have **Debtors** empty. **Forecasting Operating Working Capital** has **Incomings** and **Outgoings** empty.

You can edit the **Ratio name** and **Acronym** before creating it. Use **Back** to return to the list, or click **Create** once you’re happy with the mapping.

## 4\. Read and manage your ratio

Your new ratio appears as a tile in its section, showing a chart of recent months, the current figure and how much it has changed. Use the menu on the tile to **Show calculation** (how the figure was worked out, with the underlying rows), **Edit graph** or **Delete**.

Example: adding Cash Conversion Cycle from Efficiency ratios. Search “cash conversion”, select it, then confirm that **Cost of sales**, **Stock**, **Revenue**, **Debtors** and **Creditors** point to the right accounts. Debtors starts empty, so pick the account that holds what customers owe you, then Create.