Profit Navigator - User contributions [en]

Sales Management KPI Data Entry

2019-07-22T01:33:15Z

Steve Kleinman: /* Instructions */

==== '''Explanation''' ====

Sales Management KPIs are the same as [[Custom KPI Data Entry|'''Custom KPIs''']] in every way except for one. In Sales Management KPIs, Specialized [[Sales Associate Role|'''Sales Associate''']] can be assigned a group of KPIs. KPIs in that group can only be viewed by a selection of staff such as their [[Sales Manager Role|'''Sales Manager''']], [[Editor Role|'''Editors''']] and [[Business Owner Role|'''Business Owner''']]. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry|'''Custom KPI Data Entry''']] for more details on KPIs.

==== '''Instructions''' ====

To create a new Sales Management KPI group, start by naming the group and assigning a ''Group Owner''. After you name the group and assign a leader, you will see a new set of KPI data entry fields appear. As with Communication KPIs, you will see ten KPIs. They correlate with the Communication KPIs in their capabilities. You can now title the KPI, choose the relevant presets, set your relational goal, and set an increasing or decreasing goal.

You will need to manually enter the data points. Because this is a custom KPI, there is no way for the programming to intuit where to pull that data from.

==== '''For Advanced Learners''' ====

Planning

2019-07-22T00:25:42Z

Steve Kleinman:

<strong>Profit Navigator Leadership Accounting: Planning</strong>

==== Explanation ====

The '''Planning''' tool for your Profit Navigator account is designed to help you gain control and understanding of the financial aspects of your business. In this section, we provide tools to make the accounting process easy to understand. Specifically the '''Planning''' tool will pinpoint those aspects of your accounting that contribute most to your business's profitability: Sales, Cost of Goods (COGs), Total Expenses, Gross Profit, and Net Profit. The outcome of the '''Planning''' section is an annualized budget. [https://www.profitnavigator.net/application/members/#/momentum-planning The What If] function, located as the fifth option under this heading, allows you to keep your budget continuously updated.

==== Instructions ====

The planning section and the budget tool will help you to obtain a complete understanding of your income and expenses. Our budgeting tool uses sophisticated algorithms to provide an easy use mechanism for predicting performance based on your business’s performance history. The more historical data you provide, the more accurate and powerful our budget planning solution will be. Filling in the historical data is crucial in providing you with actionable and relevant business analytics. Your business consultant will work with you one-on-one to help you understand both the key aspects of your income, expense streams, and to help you forge a budget that will guide your business to success.

You will input your data on the next page [https://www.profitnavigator.net/application/members/#/balance-sheets Planning, Monthly Data Entry.]

==== For Advanced Learners ====

After completing your yearly budget, you may wish to review yearly performance. Our system makes it easy to compare your income and expense performance year over year and presents the information in an easy to understand format using charting and sophisticated graphing techniques. Once you have reviewed your performance, understood where your business is now, and where you would like to take your business, you can begin working on business opportunities and challenges that are relevant to your current situation. Using our powerful '''What-If''' calculator, you and your business adviser can examine the challenges you are facing and identify opportunities for improvement, and financial growth, throughout the year.

The planning and budgeting tools we provide help you and your adviser gain leverage through actionable analytics and insights into your business at every level, and therefor will provides you with the edge you need in today's global and connected economy.

Planning

2019-07-22T00:19:55Z

Steve Kleinman:

<strong>Profit Navigator Leadership Accounting: Planning</strong>

==== Explanation ====

The '''Planning''' tool for your Profit Navigator account is designed to help you gain control and understanding of the financial aspects of your business. In this section, we provide tools to make the accounting process easy to understand. Specifically the '''Planning''' tool will pinpoint those aspects of your accounting that contribute most to your business's profitability: Sales, Cost of Goods (COGs), Total Expenses, Gross Profit, and Net Profit.

==== Instructions ====

The planning section and the budget tool will help you to obtain a complete understanding of your income and expenses. Our budgeting tool uses sophisticated algorithms to provide an easy use mechanism for predicting performance based on your business’s performance history. The more historical data you provide, the more accurate and powerful our budget planning solution will be. Filling in the historical data is crucial in providing you with actionable and relevant business analytics. Your business consultant will work with you one-on-one to help you understand both the key aspects of your income, expense streams, and to help you forge a budget that will guide your business to success.

==== For Advanced Learners ====

After completing your yearly budget, you may wish to review yearly performance. Our system makes it easy to compare your income and expense performance year over year and presents the information in an easy to understand format using charting and sophisticated graphing techniques. Once you have reviewed your performance, understood where your business is now, and where you would like to take your business, you can begin working on business opportunities and challenges that are relevant to your current situation. Using our powerful '''What-If''' calculator, you and your business adviser can examine the challenges you are facing and identify opportunities for improvement, and financial growth, throughout the year.

The planning and budgeting tools we provide help you and your adviser gain leverage through actionable analytics and insights into your business at every level, and therefor will provides you with the edge you need in today's global and connected economy.

Dashboard

2019-07-22T00:14:47Z

Steve Kleinman:

Your dashboard is your entry-point and overview of your businesses performance. Each user of your business has their own personalized dashboard. For those users that have read access to business data, the company success matrix is provided and is completely customizable by each user.

Because the dashboard is personalized to each user, the success matrix, and any custom success matrices, or other graphs, can be independently customized so that one user’s view will never affect another user's view.

You can use the controls below the success matrix to hide and show individual success points. For example, if you have no interest in expense efficiency, you can disable tracking '''TE Efficiency''' by toggling off the tracker. Any changes you make to your customized success matrix will be saved between logins.

[https://profitnavigator.net '''Profit Navigator'''] is continually working to improve the performance and customization of your individual dashboard. At this time, Custom KPI Success matrix maps have been disabled until performance can be improved.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Dashboard Printing|'''Dashboard Printing''']]

Subscriptions

2019-07-21T20:28:58Z

Steve Kleinman: /* Viewing all your Subscriptions */

== Viewing All Your Subscriptions ==

Alliance Partners may have more than one business and will have one business subscription for each business you create. This page will allow you to view all your subscriptions information including the status, price, creation date, and transaction history of your subscriptions.

You may sort your subscriptions by business name, subscriber name, status, creation date and expiration date. You may also filter your subscriptions by house account, business name, and subscriber name (as an Alliance Partner, all your subscriptions will be under your name).

The total cost of all your subscriptions is also provided, and the page will show you the totals of all your subscriptions or all your filtered subscriptions if you apply filters.

2019-07-21T20:27:36Z

Steve Kleinman:

== Manage Your Business Subscription ==

Use the Manage Your Business Subscription page to manage your business’s Profit Navigator account. For '''[[House Accounts]]''', you will not have a paid subscription. For all other accounts, you can use this page to subscribe or update your billing preferences.

When you sign up for [https://profitnavigator.net '''Profit Navigator'''] using the sign-up page, you will be given a free 15 day subscription. After the 15 day period you will be required to subscribe using a credit card in order to continue using [https://profitnavigator.net '''Profit Navigator'''].

When an Alliance Partner creates your business, they will be responsible for paying the subscription fee. Alliance Partners are given a 30 day grace period for new subscriptions which are billed on the 15th of the month.

At any time during the grace period you may cancel your subscription, and you will not be billed until you re-subscribe. If the 15 or 30 day grace period has expired, you will not be able to edit any part of your business including adding or removing users until you re-subscribe.

You may also use this page to update your billing profile to use a different credit card or to update the expiration date of your existing credit card.

Import Data

2019-07-21T19:56:54Z

Steve Kleinman:

=== Importing Sales, Costs of Goods and Total Expenses ===

[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account. The first is by using an '''Excel™''' spreadsheet and the second is by connecting directly to your '''QuickBooks™''' account.

==== Importing from an '''Excel™''' Spreadsheet ====
To use an '''Excel™''' spreadsheet, you will need to export your data from '''QuickBooks™''' or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business. We have provided a short tutorial video below to help you export your data from '''QuickBooks™''':

<youtube>gICZ3_kX65w</youtube>

Once you have completed exporting your data from '''QuickBooks™''' go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
* Click the button labeled "Choose File" and select the spreadsheet you want to import.
* Once your '''Excel™''' file is loaded, you’ll be presented with a table showing the contents of each sheet found in the Workbook
** For each sheet, set the year
** If the layout is the same on each sheet you will only need to do the following once:
*** For each column, select the appropriate month
*** For each row, select the appropriate line item (Sales, Costs of Goods Etc.)
** If the layout for each sheet is different, you will need to repeat the above for each sheet.
** If the layout is the same for each sheet, simply use the selector next to the field indicating the year to copy the layout settings from the sheet you configured. This method will save a lot of time otherwise spent manually setting the rows and columns for each sheet.
** When each sheet is configured, simply click the green import button. When importing is complete, the system will notify you. Check the results of the import in the [[Planning|'''Planning''']]/[[Monthly Data Entry|'''Monthly Data Entry''']] area.

==== Importing directly from '''QuickBooks™''' ====
To import directly from '''QuickBooks™''', you will need to link your '''QuickBooks™''' account to your [https://profitnavigator.net/ '''Profit Navigator'''] account. Start by logging into the '''QuickBooks™''' account you want to link then go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.

In the second blue panel, there will be a button that says "Connect to '''QuickBooks™'''" that will allow you to start the linking process. After clicking that button you will be taken to a '''QuickBooks™''', and you will be asked to give permission to link your '''QuickBooks™''' account to [https://profitnavigator.net/ '''Profit Navigator''']. If you have multiple companies listed in '''QuickBooks™''', be sure that you select the business for which you are trying to import data. Finally, click the green "Connect" button and you will be redirected back to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.

Once your '''QuickBooks™''' account is connected to [https://profitnavigator.net/ '''Profit Navigator'''], the system will get information about the starting year of your business and present you with a list of the years for which data is available. Clicking on a year will connect to '''QuickBooks™''' and load that data into the page.

When data is first loaded from '''QuickBooks™''' you will have to set the category for each line item entry because the categories from '''QuickBooks™''' do not match the same categories in [https://profitnavigator.net/ '''Profit Navigator''']. If a '''QuickBooks™''' category has already been mapped to a [https://profitnavigator.net/ '''Profit Navigator'''] category, you will not have to re-submit categorization.

In the first table presented, a list of all transactions for the loaded year will appear with the '''QuickBooks™''' category, amount, month of entry and a set of radio buttons to select the [https://profitnavigator.net/ '''Profit Navigator'''] category. For each item, click on the [https://profitnavigator.net/ '''Profit Navigator'''] category that best represents the transaction.

For example a '''QuickBooks™''' category like ''Income - Landscaping Services - Job Materials - Plants and Soil'' would be mapped to the category ''Sales'' and the '''QuickBooks™''' category ''Expenses - Job Expenses - Job Materials - Plants and Soil'' would be mapped to the category ''Cost of Goods''. You may reach out to the [[Contact Us|'''Help Desk''']] or your advisor for assistance in initially setting up your category mapping.

Unless you select ''Show Mapped Transactions'', once you map a '''QuickBooks™''' category to a [https://profitnavigator.net/ '''Profit Navigator'''] category, any entries using that category will disappear from the list. The first time you map your categories, it is recommended that you have ''Show Mapped Transactions'' enabled so that you can review the categories before you complete the initial import process.

Once all the transactions for the loaded year have been correctly categorized, you can click the ''Import This Year'' button to finish importing data for the loaded year.

Simply repeat this process for each year listed. Be aware that any transaction that has been categorized in any year will use the same category for all subsequent years you are importing data for and you will only have to select a category for newly discovered '''QuickBooks™''' categories.

Manage Roles

2019-07-21T19:37:18Z

Steve Kleinman:

== Managing Roles Available to Your Business ==

[https://profitnavigator.net/ '''Profit Navigator'''] uses a authorization system called ''Access Control Lists''. This system
is designed to provide the highest flexibility in restricting access to your business' financial data. As an
[[Alliance Partner Role|'''Alliance Partner''']] or [[Business Owner Role|'''Business Owner''']] you have the right to create any new
role you wish and provide [[Create Permission|'''Create''']], [[Read Permission|'''Read''']], [[Update Permission|'''Update''']], [[Delete Permission|'''Delete''']], [[User Permission|'''User''']] or [[Facilitator Permission|'''Facilitator''']] [[ACL Role Permissions System|'''Permissions''']] for these roles.

==== '''Core Roles''' ====

Certain [[Core Roles|'''Core Roles''']] are already available to you if you do not wish to manage unique roles for your business and in fact, there are special permissions that can not be granted to roles that you create for certain core roles. These core roles are:
* [[Guest Role|'''Guest''']]
* [[System Admin Role|'''System Admin (Special Permissions)''']]
* [[Alliance Partner Role|'''Alliance Partner (Special Permissions)''']]
* [[Business Owner Role|'''Business Owner (Special Permissions)''']]
* [[Senior Leadership Role|'''Senior Leadership Role''']]
* [[Editor Role|'''Editor''']]
* [[Authorized User Role|'''Authorized User''']]
* [[Sales Manager Role|'''Sales Manager (Special Permissions)''']]
* [[Sales Associate Role|'''Sales Associate (Special Permissions)''']]
* [[Direct Reports Role|'''Direct Reports''']]
* [[Alliance Member Role|'''Alliance Member (Special Permissions)''']]
* [[Alliance Facilitator Role|'''Alliance Facilitator (Special Permissions)''']]

==== '''Core System Roles and Special Roles''' ====

Each of these roles is defined by the '''Core System''' and are not editable. You may assign any core role to any members of your business. The special roles have specific restrictions and permissions, and, as such, may not be assigned except by members who possess the correct credentials for assigning restricted permissions. The correct credentials are defined as either having, yourself, been assigned a restricted permission role, or having the [[System Admin Role|'''System Admin Role''']].

==== '''Editing Roles''' ====

When editing roles for your business, at the bottom of the list of core roles (and any custom roles created for your business) is a button that will allow you to create a new role. When you click that button a new role will be created for your business and the role editor will appear.

==== '''Changing the Title of Roles''' ====

Change the title of the role to any meaningful name. For example, if you wanted to create a role that only has access to enter monthly data, you could call the role "''Monthly Data Entry Manager''". You can also provide a description to help you remember what you want members with this role to do for you. It is suggested that you provide this description to help others who have access to your roles system understand what this role is for.

==== '''Creating New Roles''' ====

Below the name and description is a large list of navigation items. The list will contain every navigation item (''URI'') that '''YOU''' have access to. Beside each navigation item are the available permissions you can provide (note that some permissions have no effect on certain pages). Using the example above for the "''Monthly Data Entry Manager''" role, you will need to provide that role with [[Read Permission|'''Read''']] to the [[Planning|'''Planning''']] section. You will also need to provide that role with [[Create Permission|'''Create''']], [[Read Permission|'''Read''']] and [[Update Permission|'''Update''']] for the [[Monthly Data Entry|'''Monthly Data Entry''']] page.

Once you have finished granting the permissions to the newly created role, you will need to [[Rebuild Role Maps|'''Rebuild your Role Maps''']]. For safety, you should only rebuild your business' role maps after you have completely defined your new roles.
Once you have created your new role and granted the permissions you want to provide to that role, you can then assign that role to any member of your business and they will have the new permissions granted to that role.

==== '''Multiple Roles''' ====

Every member of your business can have multiple roles assigned to them which is described in more detail in [[Manage Business Credentials|'''Manage Business Credentials''']]. When you assign roles to members of your business, be aware that you are granting
access to '''ALL''' the pages with '''ALL''' the permissions assigned to each role. For example, if the "''Monthly Data Entry Manager''" does not have access to your [[Preset GAAP KPIs]], and you created and assigned both of these roles to one of your members, then that member will have access to both the [[Monthly Data Entry]] page as well as the [[Preset GAAP KPIs]] pages with the highest level of permissions assigned to either role.

==== '''Deleting Roles''' ====

You may also delete any role you have created at any time, however be aware that when you delete a role that you have created anyone with that role attached will lose the permissions granted to them through that role. If a member of your business does not have any other role assigned to them when you delete their role, they will completely lose access to your business and you will have to contact the help-desk to restore their access. So when you plan on deleting a role you have created, it is best to assign the [[Guest Role|'''Guest Role''']] to those users before deleting the role.

==== '''Help''' ====

If you find that the [[Core Roles|'''Core Roles''']] are insufficient in providing you with the access restrictions you need and you are uncomfortable with creating new roles, [https://profitnavigator.net Profit Navigator] [[System Admin Role|System Administrators]] will be able to define roles according to your business' specific needs.

Manage Roles

2019-07-21T19:26:30Z

Steve Kleinman:

== Managing Roles Available to Your business ==

[https://profitnavigator.net/ '''Profit Navigator'''] uses a authorization system called ''Access Control Lists''. This system
is designed to provide the highest flexibility in restricting access to your business' financial data. As an
[[Alliance Partner Role|'''Alliance Partner''']] or [[Business Owner Role|'''Business Owner''']] you have the right to create any new
role you wish and provide [[Create Permission|'''Create''']], [[Read Permission|'''Read''']], [[Update Permission|'''Update''']], [[Delete Permission|'''Delete''']], [[User Permission|'''User''']] or [[Facilitator Permission|'''Facilitator''']] [[ACL Role Permissions System|'''Permissions''']] for these roles.

Certain [[Core Roles|'''Core Roles''']] are already available to you if you do not wish to manage unique roles for your business and in fact, there are special permissions that can not be granted to roles that you create for certain core roles. These core roles are:
* [[Guest Role|'''Guest''']]
* [[System Admin Role|'''System Admin (Special Permissions)''']]
* [[Alliance Partner Role|'''Alliance Partner (Special Permissions)''']]
* [[Business Owner Role|'''Business Owner (Special Permissions)''']]
* [[Senior Leadership Role|'''Senior Leadership Role''']]
* [[Editor Role|'''Editor''']]
* [[Authorized User Role|'''Authorized User''']]
* [[Sales Manager Role|'''Sales Manager (Special Permissions)''']]
* [[Sales Associate Role|'''Sales Associate (Special Permissions)''']]
* [[Direct Reports Role|'''Direct Reports''']]
* [[Alliance Member Role|'''Alliance Member (Special Permissions)''']]
* [[Alliance Facilitator Role|'''Alliance Facilitator (Special Permissions)''']]

Each of these roles are defined by the Core system and are not editable. However, you may assign these roles to members of your business.
The special roles have specific restrictions and permissions and as such may not be assigned except by members who possess those roles or have the [[System Admin Role|'''System Admin Role''']].

When editing roles for your business, at the bottom of the list of core roles (and any custom roles created for your business) is a button that will allow you to create a new role. When you click that button a new role will be created for your business and the role editor will appear.

Change the title of the role to any meaningful name. For example, if you wanted to create a role that only has access to enter monthly data; you could call the role "''Monthly Data Entry Manager''". You can also provide a description to help you remember what you want members with this role to do for you. It is suggested that you provide this description to help others who have access to your Roles system understand what this role is for.

Below the name and description is a large list of navigation items. The list will contain every navigation item (''URI'') that '''YOU''' have access to. Beside each navigation item are the available permissions you can provide (note that some permissions have no effect on certain pages). Using the example above for the "''Monthly Data Entry Manager''" role, you will need to provide that role with [[Read Permission|'''Read''']] to the [[Planning|'''Planning''']] section. You will also need to provide that role with [[Create Permission|'''Create''']], [[Read Permission|'''Read''']] and [[Update Permission|'''Update''']] for the [[Monthly Data Entry|'''Monthly Data Entry''']] page.

Once you have finished granting the permissions to the newly created role, you will need to [[Rebuild Role Maps|'''Rebuild your Role Maps''']]. For safety, you should only rebuild your business' role maps after you have completely defined your new roles.
Once you have created your new role and granted the permissions you want to provide to that role, you can then assign that role to any member of your business and they will have the new permissions granted to that role.

Every member of your business can have multiple roles assigned to them which is described in more detail in [[Manage Business Credentials|'''Manage Business Credentials''']]. When you assign roles to members of your business, be aware that you are granting
access to '''ALL''' the pages with '''ALL''' the permissions assigned to each role. For example, if the "''Monthly Data Entry Manager''" does not have access to your [[Preset GAAP KPIs]], and you created and assigned both of these roles to one of your members, then that member will have access to both the [[Monthly Data Entry]] page as well as the [[Preset GAAP KPIs]] pages with the highest level of permissions assigned to either role.

You may also delete any role you have created at any time, however be aware that when you delete a role that you have created anyone with that role attached will lose the permissions granted to them through that role. If a member of your business does not have any other role assigned to them when you delete their role, they will completely lose access to your business and you will have to contact the help-desk to restore their access. So when you plan on deleting a role you have created, it is best to assign the [[Guest Role|'''Guest Role''']] to those users before deleting the role.

If you find that the [[Core Roles|'''Core Roles''']] are insufficient in providing you with the access restrictions you need and you are uncomfortable with creating new roles, [https://profitnavigator.net Profit Navigator] [[System Admin Role|System Administrators]] will be able to define roles according to your business' specific needs.

Manage Business Credentials

2019-07-21T19:12:30Z

Steve Kleinman:

In this section authorized users may change business information (name, address and telephone number of the business) as well as manage users and the roles associated with each user. See the section on [[Manage Roles|'''Manage Roles''']] for more information on managing roles, core roles, and what each role does.

====Creating and Deleting Users====

You may also add new users to your business or remove users from your business. To add a new user to your business, simply click the "+user" icon at the top of the section labeled '''Authorized Users for ''business'''''. Provide the email address, first and last name, mailing address (if appropriate) and phone number, then click the "checkmark" icon at the top of the '''New Authorized User''' section. This will create a new user for your business and by default give them [[Guest Role|'''Guest''']] access to your business. The system will also send an email to the user with a temporary one-time-use password and instructions on how to login. Once your user has been created you can assign specific roles to them. Because roles can be combined, be sure that you disable any role that you don't want the user to have access to. You can also remove users from your business by clicking on the trashcan icon and confirming the removal.

====Assigning Roles====

In [https://profitnavigator.net '''Profit Navigator'''] [[Manage Roles|'''Roles''']] can be combined to add or remove access to certain areas of your business. Assigning, for example, the [[Authorized User Role|'''Authorized User Role''']] to a member will give them read access to all areas of your business except for those reserved for [[Business Owner Role|'''Business Owners'']] and other key roles. To assign a role to a user simply click on their name in the '''Authorized Users for ''business''''' section and click on the role you want to provide. If the role is checked, the user has the role; if the role is unchecked the user does not have that role. You can add or remove as many roles as you wish, but, at the minimum, all users attached to your business must have the [[Guest Role|'''Guest Role''']]. If you remove all the roles from the user, the system will automatically add the [[Guest Role|'''Guest Role''']]. If you want to remove the user from your business you must click the trashcan icon and confirm removal.

A user may not add a new user with a greater amount of access than they themselves have. For example, if you only have the [[Business Owner Role|'''Business Owner Role''']] you can't apply the [[Alliance Partner Role|'''Alliance Partner Role''']] to anyone since that is a system reserved key role. Likewise, members cannot delete users with a greater amount of access than they themselves have. For example members with access to edit roles cannot remove the [[Business Owner Role|'''Business Owner Role''']] ''from'' users unless they also have the [[Alliance Partner Role|'''Alliance Partner Role''']]. This is known as restricting privilege escalation and prevents users with the ability to assign roles from gaining access to areas and permissions that they don't already have. Further, you may not change your own roles. You must have someone with the proper privileges assign roles to you. This step further enhances the security of the Role Management System so that one single individual may not gain unauthorized access to restricted areas by simply changing their own roles.

====Credential Management Help Desk Support====

If you are finding it difficult to manage your business' credentials, you can reach out to your [[Alliance Partner Role|'''Alliance Partner''']] or the [[Contact Us|'''Help Desk''']] for support. As we work to improve [https://profitnavigator.net '''Profit Navigator'''], further enhancements including '''Live Support''' is planned, for now you can find more information in the [[Support Forums|'''Support Forums''']] and [[Help Overview|'''Self-Help Documentation''']] or contact us through our [[Contact Us|'''Help Desk''']] link.

Business Selection

2019-07-21T19:06:18Z

Steve Kleinman:

== Switching Between Managed Businesses ==

The '''Business Selection''' section allows you to switch quickly between businesses that you have access to. For members that have access to editing business data, [[Alliance Member Role|'''Alliance Membership''']], or [[Subscriptions|'''Business Subscriptions''']], additional functionality is provided. For all users, you may filter your list of businesses.

For the [[Logical Owner|'''Logical Owner''']] of a business, subscription information for the business will be provided at a glance. This includes subscription status, creation date and expiration date. Quick-links are provided for members with access to subscription information and edit access. For more detailed information about your [[Subscriptions|'''Business Subscriptions''']], see the relevant section.

For members of the legacy [[Alliance Member Role|'''Alliance Member''']] or [[Alliance Facilitator Role|Alliance Facilitator]] roles, you will also have the ability to filter the list of your businesses by the Board you belong to. If you only have access to a single business, this will have no effect.

For [[Alliance Partner Role|'''Alliance Partners''']], you will have the additional ability to create new [[Business Subscriptions|'''Business Subscriptions''']]. Please see the section on creating [[Business Subscriptions|'''Business Subscriptions''']] for more information.

Administration

2019-07-21T19:04:49Z

Steve Kleinman:

== Administration Section ==

The Administration Section of [https://profitnavigator.net '''Profit Navigator'''] allows you to manage various aspects of your account.

For users with access to multiple businesses, the [[Business Selection|'''Business Selection''']] page will allow you to switch seamlessly between the businesses you have access to. Note that you may have a different role for each business you have access to. For [[Alliance Partner Role|'''Alliance Partners''']], and [[Alliance Facilitator Role|'''Alliance Facilitators''']] the [[Business Selection|'''Business Selection''']] page will have additional functionality. Please refer to the specific section documentation for more details.

For any user with access to the [[Manage Business Credentials|'''Manage Business Credentials''']] section, you will be able to manage various membership options within your business. This includes options like updating your business phone number, name and address and managing members and their assigned roles as well as adding or removing members.

For users with access to the [[Manage Roles|'''Manage Roles''']] section, this will allow you to create, delete and manage roles within your business.

All users will have access to [[Your Account|'''Your Account''']]. In this section, you may update your name and contact information, change your password, and change / update your email address.

For users with at least read access to business data, the [[Print Room|'''Print Room''']] is your individual customized print-room that contains any graphs that you have added. This section is designed to provide you with a quick review of all your relevant graphs and allow you to print these graphs.

Users with access to [[Import Data|'''Import Data''']] may import monthly Sales, Costs of Goods and Total Expenses data from Excel spreadsheets.

The [[Subscribe|'''Subscribe''']] and [[Subscriptions|'''Subscriptions''']] sections provide access to subscription and billing information.

5 Year Strategic Planning Graphs

2019-07-21T19:00:42Z

Steve Kleinman:

==== '''Explanation''' ====

Your 5 Year Strategic Planning Graphs helps you to visualize your company's performance increase over 5 years. Using the existing current year's budget, growth percentages set in [[5 Year Strategic Planning|'''5 Year Strategic Planning''']] and momentum adjustments added in [[Strategic Planning Momentum Adjustments|'''Strategic Planning Momentum Adjustments''']], you can quickly visualize your company's performance increase over 5 years.

==== '''Instructions''' ====

Graphs are read only. No data will be required for this page.

Graphs provided include line and bar chart as well as pie charts showing total Total Sales as well as totals and percentage of sales for each of Cost of Goods, Gross Profit, Total Expenses and Net income. Graphs can be configured to show cumulative totals for both line and bar chart displays.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[5 Year Strategic Planning Graphs Printing|'''5 Year Strategic Planning Graphs Printing''']]

Strategic Planning Momentum Adjustments

2019-07-21T18:57:52Z

Steve Kleinman:

==== '''Explanation''' ====

Much like the [[Opportunities/Challenges Planning ⟨What-If⟩|'''Opportunities/Challenges Planning ⟨What-If⟩''']] planning section, '''Strategic Planning Momentum Adjustments''' allows you to plan for future opportunities and challenges. In fact, the '''Strategic Planning Momentum Adjustments''' section uses the same system as the [[Opportunities/Challenges Planning ⟨What-If⟩|'''Opportunities/Challenges Planning ⟨What-If⟩''']], so adjustments you add here will be available in your [[Budget Planning|'''Budget Planning''']] as those years are reached.

==== '''Instructions''' ====

The primary difference between this area and the [[Opportunities/Challenges Planning ⟨What-If⟩|'''Opportunities/Challenges Planning ⟨What-If⟩''']] section is that you are presented with 4 key entries sections for the following 4 years. To make changes to the current year, use the [[Opportunities/Challenges Planning ⟨What-If⟩|'''Opportunities/Challenges Planning ⟨What-If⟩''']] section.

Another change you will see is that you will not be asked to add the event to your budget. Events added here will only affect your strategic planning budget and can not be ''activated'' until we are in the year for which they are set. For example, if you have an SPMA assigned for 2 years from now, this will affect the strategic planning budget for 2 years from now but when that year arrives; you will have to activate that SPMA by assigning the event to your budget. See the [[Opportunities/Challenges Planning ⟨What-If⟩|'''Opportunities/Challenges Planning ⟨What-If⟩''']] section for more details on how to create event entries.

5 Year Strategic Planning

2019-07-21T18:32:24Z

Steve Kleinman:

==== '''Explanation''' ====

The [[5 Year Strategic Planning|'''Strategic Planning''']] section provides you with the ability to create a 5 year running budget.

==== '''Instructions''' ====

The current year's budget is determined by the budget in your [[Budget Planning|'''Budget Planning''']] area. The next 4 years can be configured independently using a simplified Sales, Cost of Goods, and Total Expenses increase percent. To create your Strategic Planning budget using the simplified tool, add the percentage of growth that you would like to strategize toward.

You may also choose to increase by a Custom Growth Calculation. If this is your choice, you will need to enter growth percentages for Yearly Sales, Yearly COGs, and Yearly Expense %.

You can also plan for major long-term events in the [[Strategic Planning Momentum Adjustments|'''Strategic Planning Momentum Adjustments''']] which will make incremental adjustments to your 5 year strategic planning budget.

==== '''For Advanced Learners''' ====

These are your base modifiers and will give you an idea of where you company could be in 5 years. In the [[5 Year Strategic Planning Graphs|'''5 Year Strategic Planning Graphs''']] section you can visualize the performance increase over 5 years and in the [[Strategic Planning Momentum Adjustments|'''Strategic Planning Momentum Adjustments''']] you can apply custom ''What-If'' scenarios that will let you plan for future growth.

Strategic Planning

2019-07-21T18:27:06Z

Steve Kleinman:

==== '''Explanation''' ====

The Profit Navigator Strategic Planning tool allows you to create budgets for strategic future planning. They are designed to give you the ability to do long-term planning. You can set yearly growth predictions using a simple percentage based ''Yearly Growth Percent'', fine tune your expected growth by setting a ''Custom Growth Calculation'' for [[Tracking - Sales|'''Sales''']], [[Tracking - Cost of Goods|'''Cost of Goods''']] and [[Tracking - Total Expenses|'''Total Expenses''']]. You can also customize your expected increase or decrease in Sales, Cost of Goods and Total Expenses for each year.

==== '''For Advanced Learners''' ====

When you incorporate long-term strategic planning into your business you have the ability to set long-term goals like building renovations, new fleet leases or large expansions.

Sales Management Administration

2019-07-21T17:29:41Z

Steve Kleinman:

==== '''Explanation''' ====

In the Sales Management Administration area, specialized [[Sales Manager Role|'''Sales Managers''']] have the ability to add new [[Sales Associate Role|'''Sales Associates''']] accounts to your business. These Sales Managers only have the ability to add Sales Associates and do not have access to modify the roles associated with the Sales Associate they add.

==== '''Instructions''' ====

If you have the [[Sales Manager Role|'''Sales Manager Role''']] you may add a new Sales Associate by clicking on the ''+ Person'' sign in the top of the ''Sales Team'' list. Provide the email address of the user along with their first and last names and contact information. You may edit the [[Sales Associate Role|'''Sales Associate's''']] contact information but may not delete them or change their email address. If you need to remove a Sales Associate, contact a member of your company with the appropriate permissions.

When you create a Sales Associate you will be listed as their ''Direct Supervisor'' which will also give you permission to assign 7/30/90 tactical reviews to them in the [[7/30/90 Day Tactical Review|'''7/30/90 Day Tactical Review''']] area as well as create and assign KPI Groups to them in the [[Sales Management KPI Data Entry|'''Sales Management KPI''']] area.

Sales Mangement Composite KPIs

2019-07-21T17:28:34Z

Steve Kleinman:

==== '''Explanation''' ====

[[Sales Manager Role|'''Sales Managers''']] have the unique ability to combine KPI groups into '''Composite KPIs''' for group reporting. If you would like to track sales performance (or other metrics) for several employees, your Sales Manager can configure the KPI Groups for each [[Sales Associate Role|'''Sales Associate''']] to track specific performance metrics across teams.

==== '''Instructions''' ====

Make sure that the calculation method and goals are the same for each KPI you wish to combine into one report. In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must ''exactly'' match the same numbered KPI in every other KPI Group you wish to make a composite KPI. If any setting in any group is different, the composite group will display undefined data.

[because I don’t have actual data in my Profit Navigator account, I can’t create this myself. Ed will need to tell me how to do this].

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

Sales Management Simple KPI

2019-07-21T17:15:23Z

Steve Kleinman:

==== '''Explanation''' ====

The Sales Management Simple KPI section is exactly the same as the [[Simple KPI|'''Simple KPI''']] section with the addition of special restrictions and permissions provided to [[Sales Associate Role|'''Sales Associates''']] and [[Sales Manager Role|'''Sales Managers''']]. See the section on [[Simple KPI|'''Simple KPI''']] for more information on Simple KPIs.

==== '''Instructions''' ====

By default there are 7 available KPIs per KPI group and each one can be configured independently. The number of rows tracked is unlimited and you can add a new row to any KPI by clicking on the ''Add Another Row'' button. Once you have selected the method of tracking (Monthly or Daily), you will want to add enough rows to track each data set, set the title for each row and start entering data.

Below the data entry section 4 graphical charts are provided; ''Line Chart - Cumulative'', ''Line Chart - Actual Values'', ''Bar Chart - Cumulative'' and ''Bar Chart - Actual Values''. The cumulative charts simply add the total of all prior values for each plot point while the Actual Values charts display the actual values for each plot point.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

Sales Management KPI Analysis

2019-07-21T17:14:25Z

Steve Kleinman:

==== '''Explanation''' ====

The Sales Management KPI Analysis section is exactly the same as the [[Custom KPI Analysis|'''Custom KPI Analysis''']] section with the addition of special restrictions and permissions provided to [[Sales Associate Role|'''Sales Associates''']] and [[Sales Manager Role|'''Sales Managers''']]. See the section on [[Custom KPI Analysis|'''Custom KPI Analysis''']] for more information on KPI Analysis.

==== '''Instructions''' ====

After creating your [[Custom KPI Data Entry|'''Custom KPI''']], you can analyze performance in this section.

The ''Goal Analysis''' month to month statistics is separated into two halves. On the left side, a month to month comparison shows your performance on a month to month basis. On the right side, a year to date chart shows your '''Annualized Goal'''. In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, and the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).

The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, your '''Annualized Goal''' determines your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.

The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

Sales Management KPIs

2019-07-21T17:12:35Z

Steve Kleinman: /* Explanation */

==== '''Explanation''' ====

The Sales Management KPIs are a specialized version of the [[Communication - KPIs|'''Communication - KPIs''']] that give specialized [[Sales Manager Role|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role|'''Sales Associates''']].

This tool is specifically designed for users with large teams where it would be useful to separate the performance of one team from another.

==== '''Instructions''' ====

Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. To do this [how does a sales manager go about inviting an associate?]

==== '''Report Documents''' ====

For many of the KPIs, there will be an option to print the KPIs. If this is the case, follow the following instructions:

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

==== '''For Advanced Learners''' ====

Sales Management KPI Data Entry

2019-07-21T17:11:21Z

Steve Kleinman:

==== '''Explanation''' ====

Sales Management KPIs are the same as [[Custom KPI Data Entry|'''Custom KPIs''']] in every way except for one. In Sales Management KPIs, Specialized [[Sales Associate Role|'''Sales Associate''']] can be assigned a group of KPIs. KPIs in that group can only be viewed by a selection of staff such as their [[Sales Manager Role|'''Sales Manager''']], [[Editor Role|'''Editors''']] and [[Business Owner Role|'''Business Owner''']]. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry|'''Custom KPI Data Entry''']] for more details on KPIs.

==== '''Instructions''' ====

To create a new Sales Management KPI group, start by naming the group and assigning a ''Group Owner''. After you name the group and assign a leader, you will see a new set of KPI data entry fields appear. As with Communication KPIs, you will see ten KPIs. They correlate with the Communication KPIs in their capabilities. You can now title the KPI, choose the relevant presets, set your relational goal, and set an increasing or decreasing goal.

[ED — does this information automatically populate or do users need to input data themselves?]

==== '''For Advanced Learners''' ====

Sales Management KPIs

2019-07-21T16:53:23Z

Steve Kleinman:

==== '''Explanation''' ====

The Sales Management KPIs are a specialized version of the [[Communication - KPIs|'''Communication - KPIs''']] that give specialized [[Sales Manager Role|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role|'''Sales Associates''']].

==== '''Instructions''' ====

Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. To do this [how does a sales manager go about inviting an associate?]

==== '''Report Documents''' ====

For many of the KPIs, there will be an option to print the KPIs. If this is the case, follow the following instructions:

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

==== '''For Advanced Learners''' ====

Sales Management KPIs

2019-07-21T16:49:05Z

Steve Kleinman:

The Sales Management KPIs area is a specialized version of the [[Communication - KPIs|'''Communication - KPIs''']] section that gives specialized [[Sales Manager Role|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role|'''Sales Associates''']]. Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting.

Simple KPI

2019-07-21T16:44:05Z

Steve Kleinman:

==== '''Explanation''' ====

The Simple KPI section allows you to track statistical data in a monthly or daily view. We call these '''Simple KPIs''' because there is no calculation or normalization applied and no goals specified. This section simply provides you with a way to visualize data in line and bar charts on a monthly or daily basis.

==== '''Instructions''' ====

By default there are 7 available KPIs per KPI group and each one can be configured independently. The number of rows tracked is unlimited and you can add a new row to any KPI by clicking on the ''Add Another Row'' button. Once you have selected the method of tracking (Monthly or Daily), you will want to add enough rows to track each data set, set the title for each row and start entering data.

Below the data entry section 4 graphical charts are provided; ''Line Chart - Cumulative'', ''Line Chart - Actual Values'', ''Bar Chart - Cumulative'' and ''Bar Chart - Actual Values''. The cumulative charts simply add the total of all prior values for each plot point while the Actual Values charts display the actual values for each plot point.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

==== '''For Advanced Learners''' ====

Custom KPI Analysis

2019-07-21T16:39:47Z

Steve Kleinman:

==== '''Explanation''' ====

You can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.

==== '''Instructions''' ====

After creating your [[Custom KPI Data Entry|'''Custom KPI''']], you can analyze performance in this section.

The ''Goal Analysis''' month to month statistics is separated into two halves. On the left side, a month to month comparison shows your performance on a month to month basis. On the right side, a year to date chart shows your '''Annualized Goal'''. In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, and the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).

The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, your '''Annualized Goal''' determines your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.

The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

==== '''For Advanced Learners''' ====

Custom KPI Analysis

2019-07-21T16:39:25Z

Steve Kleinman:

'''==== Explanation ===='''

You can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.

==== '''Instructions''' ====

After creating your [[Custom KPI Data Entry|'''Custom KPI''']], you can analyze performance in this section.

The ''Goal Analysis''' month to month statistics is separated into two halves. On the left side, a month to month comparison shows your performance on a month to month basis. On the right side, a year to date chart shows your '''Annualized Goal'''. In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, and the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).

The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, your '''Annualized Goal''' determines your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.

The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.

==== '''Report Documents''' ====

For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

==== '''For Advanced Learners''' ====

Custom KPI Data Entry

2019-07-17T01:24:08Z

Steve Kleinman:

==== Explanation ====

Custom KPI Data Entry is designed to allow you to track any measurable performance metric. When you visit this section you will be presented with a group of 10 numbered KPIs. You can organize KPIs into specific ''KPI Groups''. This allows you an unlimited number of available KPIs and allows you to group common KPIs or even assign specific KPI groups to other members of your company. For example to track specific performance goals for a specific division of your business, you can assign one or more groups of KPIs to that division.

==== Instructions ====

In order to get started with your Custom KPIs, you have to decide what you want to track and how to measure your performance. Start by selecting any one of the 10 KPIs using the numbered KPI buttons and enter a title.

'''Define Display'''

Next set how you would like to display your information. The choices are ''Percent %'', ''Dollars $'', ''Units'' or ''Custom''.

Choosing ''Percent'' will prompt you to make additional choices because we need to track two numbers for each month, a numerator and a denominator.
Choosing percentage allows entry of decimal numbers (eg 1234.56).
Choosing ''Dollars'' will provide a ''$'' dollar sign, commas and tracks in dollars and cents.
Choosing ''Units'' will allow you to enter whole number units, fractional portions are discarded.
Choosing ''Custom'' will allow you to enter whole number units and provide a suffix that makes sense to you.

'''Defining Calculation Method'''

Your choices are:
The default calculation method of ''Relational To Last Year Accumulating''.
''Fixed Value'', which allows you to set a fixed value goal for all months through the year.
''Fixed Range'', which allows you to set an upper and lower bounds or range of acceptable values. For example, an upper bounds of 500 and lower bounds of 300 means that you have hit your goal if you are within 300-500. Note that using a fixed range disables the ability to set a decreasing goal and you may not use fixed values with percentages.
''Custom Defined Accumulating'', which will set an accumulating goal month to month. You will be presented with 12 additional entry fields to set each specific month's goal, however overall goal progress will accumulate the total goal vs your total performance for each month. For example, if you set each month's goal to 100, January's target will be 100, February's target will be 200, March's target will be 300 and so on. This is the sum of all previous months, so if your results are 100 in Jan, 90 in Feb and 110 in March, your accumulated total will be 100 in Jan, 190 in Feb (missing your goal by 10) and 300 in March (hitting your March goal).
''Custom Defined Averaging'', which will average your performance throughout the year. You will be presented with 12 additional monthly entry fields for your custom goal, but, instead of accumulating performance, the system will average the goals for each month and compare that with your average performance.
''Relational To Last Year Accumulating'', which is the easiest to understand and manage. When you select this calculation method the system will prompt you for a ''Relational Percent Change''. This will take the 12 months prior and apply the percentage multiplier as your goal. This method is much like the ''Custom Defined Accumulating'', but goals are derived from the previous years' performance.
''Relational To Last Year Averaging'', which is much like the custom defined averaging. This relational calculation method averages your performance and averages your monthly goals. Again you will be presented with a ''Relational Percent Change'' form field to set your goal based on the prior year's performance.
''Relational To Last Year Month to Month'', which uses the ''Relational Percent Change'' over the prior year, but it does no averaging or accumulating and sets your goal to a month-to-month evaluation.

'''Defining Goal Type'''

Every calculation method needs to know how you would like to define your goal type. Is the goal ''Increasing'' or ''Decreasing''? An ''Increasing'' goal means you want to have a higher value than last year. A ''Decreasing'' goal means you want to have a lower value than last year. When you have an ''Increasing'' goal, any value at or above the budget line in your KPI Report graphs is a success, anything below that line is close to success or no goal. When you have a ''Decreasing'' goal, you want your target to be ''at or below'' the budget line. When setting a ''Decreasing'' goal and a relational calculation, you will normally want to have a ''Negative Relational Percent Change''. A ''Negative Relational Percent Change'' is needed when you are trying to reduce your goal below the prior year. However, if you are comfortable with a slightly higher target than last year, but still want to track ''below the line'', you can enter a ''positive Relational Percent Change''.

The differences between a ''Postitive Relational Percent Change'' and a 'Negative Relational Percent Change'' combined with ''Increasing'' or ''Decreasing'' goals is complex. Please see [[Relational Change with Negative Values|'''Relational Change with Negative Values''']] for more details.

Once you have setup how to track and measure your KPI metric, you will need to enter your prior year's performance data. If you have selected a ''Percentage'' based display, you will need to provide the ''Numerator'' and the ''Denominator'' to correctly calculate your performance metrics.

Finally, for each month of the current year simply enter the latest values for each month (leave blank any months for which no data is available). Remember to come back each month to update your monthly values. See the [[Custom KPI Analysis|'''Custom KPI Analysis''']] reporting section for details on KPI Reports.

==== For Advanced Learners ====

'''Benchmark Tracking'''
You can also enable ''Benchmark Tracking'' to compare your performance against some other benchmark goal. For example, if you have a company goal of 2K widgets produced per person per month and you are tracking one employee who is outperforming or underperforming everyone else, you can set a specific goal for them as well as a ''Benchmark'' tracking against the company standard. So, say your employee Jennifer is able to produce 2.5K widgets per month and you have both decided that she can try to produce an additional 300 widgets per month, you can set her personal goal at 2.8k widgets per month and still track the company default of 2k widgets. This can provide an easy way to see how much someone or your company as a whole is outperforming or underperforming against benchmarked averages for the data you are tracking.

Preset Benchmark KPIs

2019-07-17T00:48:47Z

Steve Kleinman:

==== Explanation ====

Preset Benchmark KPIs are designed to benchmark your business's performance against other businesses in the same industry, as well as track key metrics beyond simple GAAP performance. Preset Benchmark KPIs do not use your budget to calculate your desired goal, instead they offer a limited configuration of ''Relational to Last Year Averaging'' or ''Custom Defined Averaging'' calculation methods.

The 8 metrics tested with Preset Benchmark KPIs are ''Profit Margin'', ''Asset Turnover'', ''Return on Investment'', ''Leverage Factor'', ''Return on Equity'', ''Payroll as % of Sales'', ''Transportation as % of Sales'' and ''Shrink as % of Sales''.

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Profit Margin tracks your Net Profit divided by Total Sales.

Asset Turnover tracks your Total Sales divided by Total Combined Assets.

Return on Investment tracks your Net Profit divided by Total Combined Assets.

Leverage Factor tracks your Total Assets divided by Net Worth.

Return on Equity tracks your Net Profit divided by Net Worth.

Payroll as % of Sales tracks your Payroll divided by Sales.

Transportation as % of Sales tracks your Transportation Costs divided by Sales.

Shrink as % of Sales tracks your Shrink divided by Sales.

==== Instructions ====

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Please speak with your financial advisor to set specific goals for your company.

==== For Advanced Learners ====

[I think you should do your best to explain “Relational to Last Year Averaging” or “Custom Defined Averaging”]

Preset Benchmark KPIs

2019-07-17T00:48:20Z

Steve Kleinman:

'''Explanation'''

Preset Benchmark KPIs are designed to benchmark your business's performance against other businesses in the same industry, as well as track key metrics beyond simple GAAP performance. Preset Benchmark KPIs do not use your budget to calculate your desired goal, instead they offer a limited configuration of ''Relational to Last Year Averaging'' or ''Custom Defined Averaging'' calculation methods.

The 8 metrics tested with Preset Benchmark KPIs are ''Profit Margin'', ''Asset Turnover'', ''Return on Investment'', ''Leverage Factor'', ''Return on Equity'', ''Payroll as % of Sales'', ''Transportation as % of Sales'' and ''Shrink as % of Sales''.

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Profit Margin tracks your Net Profit divided by Total Sales.

Asset Turnover tracks your Total Sales divided by Total Combined Assets.

Return on Investment tracks your Net Profit divided by Total Combined Assets.

Leverage Factor tracks your Total Assets divided by Net Worth.

Return on Equity tracks your Net Profit divided by Net Worth.

Payroll as % of Sales tracks your Payroll divided by Sales.

Transportation as % of Sales tracks your Transportation Costs divided by Sales.

Shrink as % of Sales tracks your Shrink divided by Sales.

==== Instructions ====

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Please speak with your financial advisor to set specific goals for your company.

For Advanced Learners

[I think you should do your best to explain “Relational to Last Year Averaging” or “Custom Defined Averaging”]

Preset Benchmark KPIs

2019-07-17T00:47:54Z

Steve Kleinman:

'''Explanation'''

Preset Benchmark KPIs are designed to benchmark your business's performance against other businesses in the same industry, as well as track key metrics beyond simple GAAP performance. Preset Benchmark KPIs do not use your budget to calculate your desired goal, instead they offer a limited configuration of ''Relational to Last Year Averaging'' or ''Custom Defined Averaging'' calculation methods.

The 8 metrics tested with Preset Benchmark KPIs are ''Profit Margin'', ''Asset Turnover'', ''Return on Investment'', ''Leverage Factor'', ''Return on Equity'', ''Payroll as % of Sales'', ''Transportation as % of Sales'' and ''Shrink as % of Sales''.

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Profit Margin tracks your Net Profit divided by Total Sales.

Asset Turnover tracks your Total Sales divided by Total Combined Assets.

Return on Investment tracks your Net Profit divided by Total Combined Assets.

Leverage Factor tracks your Total Assets divided by Net Worth.

Return on Equity tracks your Net Profit divided by Net Worth.

Payroll as % of Sales tracks your Payroll divided by Sales.

Transportation as % of Sales tracks your Transportation Costs divided by Sales.

Shrink as % of Sales tracks your Shrink divided by Sales.

'''==== Instructions ===='''

By default tracking is based on your specific goals as defined by you. You can also enable benchmark tracking to compare your performance against other company's within your industry. Because these are ratios, the total values are discarded and you are tracking performance against ratios comparing your company's efficiency to your goal and (if enabled) other companies.

Please speak with your financial advisor to set specific goals for your company.

For Advanced Learners:

[I think you should do your best to explain “Relational to Last Year Averaging” or “Custom Defined Averaging”]

Preset GAAP KPIs

2019-07-16T22:34:44Z

Steve Kleinman:

==== Explanation ====

Preset Generally Accepted Accounting Practice (GAAP) KPIs are preconfigured KPIs that will track your company's GAAP Performance using your monthly data and your budget. Preset GAAP Performance KPIs give you the ability to do a deep-dive review of your performance in ''Sales'', ''Cost of Goods'', ''Cost of Goods Efficiency'', ''Gross Margin'', ''Total Expenses'', ''Total Expenses Efficiency'', ''Net Profit'', ''Quick Ratio'', and ''Payroll Efficiency''.

Each of ''Sales'', ''Cost of Goods'', ''Gross Margin'', ''Total Expenses'', and ''Net Profit'' track your performance in these categories against your configured budget.

For ''Quick Ratio'' and ''Payroll Efficiency'' default targets are set, but you are able to change your goal targets by modifying the ''Relational Percent Change''.

''Cost of Goods Efficiency'' tracks the ratio of ''Cost of Goods'' to ''Sales'' using your budgeted ''Sales'' and ''Cost of Goods'' ratio and ''Total Expenses Efficiency'' tracks the ratio of ''Total Expenses'' to ''Sales''.

Your ''Quick Ratio'' tracks the ratio of ''Cash'' + ''Accounts Receivable'' against your ''Accounts Payable'' + ''One Payroll Cycle''. You want to have a high ''Quick Ratio'' percentage. By default, this ratio uses a goal of a ''5% Increase'' from the prior year, but you can adjust your goal as you see fit.

''Payroll Efficiency'' tracks the ratio of ''Monthly Payroll Costs'' against ''Sales''. You want to have a low payroll to sales ratio. By default this is set to a ''-3% Reducing Goal'' but you can adjust your goal as desired.

==== Instructions ====

Preset KPIs are mostly view only. there are several options for modifying each to suit your needs. In KPI #8 and #9, you can set the goal relational percentage change by clicking in the corresponding yellow box.

==== For Advanced Learners ====

Communication - KPIs

2019-07-16T22:18:26Z

Steve Kleinman:

The KPI area is designed to help you track your business’s Key Performance Indicators (KPIs). Preset KPIs are setup to provide tracking of standard things like GAAP [[Tracking - Sales|'''Sales''']], [[Tracking - Cost of Goods|'''Cost of Goods''']] and ''Payroll Efficiency'' as well as benchmarking tools like ''Asset Turnover'' and ''Return on Equity''. The Custom KPIs section is designed to give you the flexibility to track and benchmark just about anything else you can think of.

Monthly Data Entry

2019-07-09T17:43:13Z

Steve Kleinman:

==== Explanation ====

The "Monthly Data Entry" section of our tool is where you enter key metrics for your business such as Sales, Cost of Goods, and Total Expenses. In order to create an accurate picture of your business, please include at least 3 years of financial data.

==== Instructions ====

At minimum you will need to enter [[Tracking - Sales|'''Sales''']], [[Tracking - Cost of Goods|'''Cost of Goods''']] and [[Tracking - Total Expenses|'''Total Expenses''']] for the most recent month in which you have this data. By providing these data points for each month of the current year and for at least 2 years prior, our [[Budget Planning|'''Budget Planning''']] system can create a customized budget designed specifically for your business, and our [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] system can track your performance to budget. By providing full data -- including [[Tracking - Cash|'''Cash''']], [[Tracking - Accounts Receivable|'''Accounts Receivable''']], [[Tracking - Accounts Payable|'''Accounts Payable''']], [[Tracking - One PR Cycle - Gross (Avg)|'''One PR Cycle - Gross (Avg)''']], [[Tracking - Monthly PR - Gross|'''Monthly PR - Gross''']], [[Tracking - Backlog|'''Backlog''']], [[Tracking - Total Assets|'''Total Assets''']], [[Tracking - Net Worth|'''Net Worth''']], [[Tracking - Transportation Costs|'''Transportation Costs''']] and [[Tracking - Shrink|'''Shrink''']] -- we can customize our [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] and [[Preset Benchmark KPIs|'''Preset Benchmark KPIs''']] to your businesses personality.

To get the minimum benefit from Profit Navigator, simply provide 3 years of "Total Sales", "Cost of Goods", and "Total Expenses" for each month for the current year. As you move from field to field in the data entry section, [https://profitnavigator.net '''Profit Navigator'''] will automatically save the data you entered. Fill out as much information as you can. If you need assistance, you can contact the [[Contact Us|'''Help Desk''']] or you may have your [[Alliance Partner Role|'''Alliance Partner / Business Advisor''']] complete this section with you. You may also take advantage of our [[Guided Tutorials|'''Guided Tutorials''']] by clicking the ''Tutorials'' link in the menu within [https://profitnavigator.net '''Profit Navigator'''].

When you have completed entering your data for at least 3 years, you will be ready to create a [[Budget Planning|'''budget''']].

'''There are a few different ways that you can add and update your business’s monthly data. You can add your data manually or by linking your Quickbooks account.
'''

===== To Add Data Manually =====

On the "Monthly Data Entry" page in [https://profitnavigator.net '''Profit Navigator'''], you can manually enter and update monthly data by clicking on a yellow box (yellow represents a data point that you can enter manually throughout Profit Navigator). You can also add additional years by clicking on “Add Year”, which is located to the immediate right of the years already added at the top left of the page.

===== To Add Data by Linking Quickbooks =====

The second way you can enter data is by linking Quickbooks using our easy to use [[Import Data|'''Quickbooks importer tools''']]. To import using Quickbooks, click on the blue Quickbooks importer tool in the previous sentence and follow the instructions.

==== For Advanced Learners ====

The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be.

Leadership Meetings

2019-07-09T17:33:04Z

Steve Kleinman:

==== Explanation ====

Effective Leadership requires communication with your teams. [https://profitnavigator.net '''Profit Navigator''']'s Leadership Meetings allows you and your authorized team members to create recurring meetings. These meetings can be set as a one-time only meeting or recurring daily, weekly, monthly or yearly. You may attach meeting documents and invite team members to participate. Everyone who is invited to a meeting will get a notification of the meeting and you can set the meetings to remind participants of the upcoming meeting. Participants will also be able to download meeting attachments to prepare for the meeting.

==== Instructions ====

[https://profitnavigator.net '''Profit Navigator''']'s Leadership Meetings are user friendly and easy to set up. You will see that the screen looks like a standard email. Just add the addresses of the attendees, upload any documents for sharing, and include any description that you think your attendees might find useful.

==== For Advanced Learners ====

Strategic Initiative Tracking

2019-07-09T17:28:43Z

Steve Kleinman:

==== Explanation ====

This section is designed to provide tracking and accountability for long term company initiatives, the strategies identified to achieve these initiatives, and the milestones assigned to achieve each strategy.

==== Instructions ====

In this section you can create and track these Initiatives, Strategies and Milestones You can create and assign initiatives to any member of your team (identified as the initiative champion) and set the due dates. For each initiative, you can create new strategies, assign due dates and sub champions. Each strategy may also include any number of milestones with their own due dates. Milestones allow you to identify a milestone and provide notes and feedback.

==== For Advanced Learners ====

Annual Initiatives Tracking

2019-07-09T17:26:42Z

Steve Kleinman:

==== Explanation ====

This section is designed to provide tracking and accountability for your companies initiatives, the strategies identified to achieve these initiatives and the milestones assigned to achieve each strategy.

==== Instructions ====

In this section you can create and track annual initiatives, strategies and milestones. You can create and assign initiatives to any member of your team (identified as the initiative champion) and set due dates. For each initiative, you can create new strategies, assign due dates and sub champions. Each strategy may also include any number of milestones with their own due dates. Milestones allow you to identify a milestone and provide notes and feedback.

==== For Advanced Learners ====

7/30/90 Day Tactical Review

2019-07-09T17:22:51Z

Steve Kleinman:

==== Description ====

The Tactical Review section is designed to give your managers and staff an opportunity to communicate current initiatives and report on progress made.

==== Instructions ====

'''Goals'''

''7 Day Goals'' are designed to provide short-term goal reporting and can be configured to have a due date of 7 or 14 days.

''30 Day Goals'' are designed for projects that will take 30 days and ''Longer than 30 Day Goals'' are designed for projects that have a due date of more than 30 days.

Individuals can create and commit to their own goals at any time. Those members listed as direct supervisors of other team members may assign goals to their team members. For goals longer than 30 days, you may set or change the due date of the goal at any time.

'''Assigned Goals'''

''Assigned goals'' can only be edited by the creator of the goal and the [[Business Owner Role|'''business owner''']] or [[Alliance Partner Role|'''alliance partner''']]. Assignees may update the ''Strategy/Action Step/Progress'' of their assigned goal to provide feedback to their direct supervisor as to the progress of their goal.

''Yearly Rolling Initiatives''

''Yearly Rolling Initiatives'' are yearly goals. These may be short-term, taking only a few weeks to complete, or long term goals taking months or even a year or more to complete. These goals are your highly tactical goals designed to improve company profitability, improve teamwork or even planning for company retreats.

==== For Advanced Learners ====

We are currently in the process of updating ''Yearly Rolling Initiatives'' to provide the ability to assign champions and create sub-tasks of goals. Each subtask is a small milestone to the success of the initiative as a whole and can be assigned a sub-champion. When this section is completed, the documentation will be updated to reflect the change. Please be patient as we work to improve this area.

Line of Credit Graphs

2019-07-09T17:01:08Z

Steve Kleinman:

==== Explanation ====

Line of Credit graphs provide week over week and year over year weekly comparisons of your Line of Credit, Available Balance and Payback Required for your company's line of credit.

==== Graph Instructions ====

There are several variables for these graphs, though there is no need to input any information on this page.

The year over year weekly comparison can be configured to be displayed as a bar graph. The week over week graph can be changed to show previous year's performance and may be displayed as either a bar chart or line graph.

==== For Advanced Learners ====

LookBack Graphs

2019-07-09T16:51:14Z

Steve Kleinman:

==== Description ====

LookBack Graphs give you a 12 and rolling performance review of your company's Sales, Cost of Goods, Gross Profit, Total Expenses and Net Income.

==== Graph Instructions ====

These graphs are not view only. You are able to choose several variables.

There are two graphs viewable at a time. The top graph displays a 12 month look back on the variable of your choice. The second graph shows 48 months of all variables: Sales, Cost of Goods, Gross Profit, Total Expenses and Net Income.

==== For Advanced Learners ====

Company Snapshot Graphs

2019-07-09T16:41:06Z

Steve Kleinman: /* Graph by Graph Breakdown */

==== Explanation ====

Your company’s snapshot graphs are a curated list of the 8 graphs that provide the most information about your company's overall historical performance. Graphs one through four provide sales statistics.

These graphs are read only.

==== Graph Instructions ====

'''Graph One Through Graph Four'''

Graph one graph provides a month to month graph comparing sales performance each year.

Graph two graph provides a cumulative view of the sales graph.

Graph three compares your cumulative revenue to your budget by quarter. This graph allows you to see your previous year's budget and performance as well as the current year's performance and budget. This helps you to track your performance compared to the previous year including the previous year's performance to plan.

Graph four compares the same as the third graph (cumulative revenue to your budget by quarter) but presents it in a month to month instead of a quarterly review.

'''Graph Five Through Graph Eight'''

Graphs five through eight provide net profit statistics.

Graphs five and six provide a month to month and cumulative month to month comparison of net profit year over year.

Graph seven compares your cumulative net profit vs your budget by quarter and allows you to see your previous year's budget and performance to help you gauge current momentum.

Graph eight compares your cumulative net profit vs budget by month.

==== For Advanced Learners ====

Month to Month Cumulative

2019-07-09T16:40:40Z

Steve Kleinman: /* Instructions */

==== Explanation ====

Your month to month cumulative chart gives you a detailed cumulative breakdown of your company's monthly performance. It provides comparisons between the current cumulative monthly performance against the same cumulative monthly performance from the prior year. Using your predicted budget and a flatline budget, it provides you with a comparison of actual versus predicted performance in a rolling month to month cumulative performance.

==== Graph Instructions ====

This is a view only tab. It provides 8 regular charts. Each chart is printable if you click on the print icon for that chart (print icons are located on the upper right corner for each chart).

==== For Advanced Learners ====

Data Analysis Graphing / Budget Graphs

2019-07-09T16:40:11Z

Steve Kleinman:

==== Explanation ====

The budget graphs section provides a set of interactive graphs that allow you to quickly review each aspect of your company's performance through an easy to use and quick deep dive look at your company's performance.

==== Graph Instructions ====

Graph one, compared monthly, allows you to switch between cumulative and month to month views using line or bar charts for Sales, Cost of Goods, Gross Profit, Total Expenses and Net Profit. This graph provides a comparison between the current and previous year, includes your previous year's budget, current year's budget, and a customizable prediction line that predicts your company's performance.

Graph two, compared quarterly, allows you to switch between cumulative and quarterly performance views using line or bar charts for Sales, Cost of Goods, Gross Profit, Total Expenses, and Net Profit. The graph also provides a comparison between the current and previous year as well as current and previous year's budgets.

Graph three provides quarterly performance comparison for Sales, Gross Profit, and Net Income between the current and previous year for each quarter.

Graph four provides a monthly comparison of performance year over year for each year you have been in business. This graph provides comparisons of Sales, Cost of Goods, Gross Profit, Total Expenses, and Net Profit and can be configured to show as cumulative or month to month as either a line or bar chart.

==== For Advanced Learners ====

Company Snapshot Graphs

2019-07-09T16:36:19Z

Steve Kleinman: /* Explanation */

==== Explanation ====

Your company’s snapshot graphs are a curated list of the 8 graphs that provide the most information about your company's overall historical performance. Graphs one through four provide sales statistics.

These graphs are read only.

==== Graph by Graph Breakdown ====

'''Graph One Through Graph Four'''

Graph one graph provides a month to month graph comparing sales performance each year.

Graph two graph provides a cumulative view of the sales graph.

Graph three compares your cumulative revenue to your budget by quarter. This graph allows you to see your previous year's budget and performance as well as the current year's performance and budget. This helps you to track your performance compared to the previous year including the previous year's performance to plan.

Graph four compares the same as the third graph (cumulative revenue to your budget by quarter) but presents it in a month to month instead of a quarterly review.

'''Graph Five Through Graph Eight'''

Graphs five through eight provide net profit statistics.

Graphs five and six provide a month to month and cumulative month to month comparison of net profit year over year.

Graph seven compares your cumulative net profit vs your budget by quarter and allows you to see your previous year's budget and performance to help you gauge current momentum.

Graph eight compares your cumulative net profit vs budget by month.

==== For Advanced Learners ====

Company Snapshot Graphs

2019-07-09T16:35:14Z

Steve Kleinman: /* Graph by Graph Breakdown */

==== Explanation ====

Your company’s snapshot graphs are a curated list of the 8 graphs that provide the most information about your company's overall historical performance. Graphs one through four provide sales statistics.

==== Graph by Graph Breakdown ====

'''Graph One Through Graph Four'''

Graph one graph provides a month to month graph comparing sales performance each year.

Graph two graph provides a cumulative view of the sales graph.

Graph three compares your cumulative revenue to your budget by quarter. This graph allows you to see your previous year's budget and performance as well as the current year's performance and budget. This helps you to track your performance compared to the previous year including the previous year's performance to plan.

Graph four compares the same as the third graph (cumulative revenue to your budget by quarter) but presents it in a month to month instead of a quarterly review.

'''Graph Five Through Graph Eight'''

Graphs five through eight provide net profit statistics.

Graphs five and six provide a month to month and cumulative month to month comparison of net profit year over year.

Graph seven compares your cumulative net profit vs your budget by quarter and allows you to see your previous year's budget and performance to help you gauge current momentum.

Graph eight compares your cumulative net profit vs budget by month.

==== For Advanced Learners ====

Company Snapshot Graphs

2019-07-09T16:28:35Z

Steve Kleinman:

==== Explanation ====

Your company’s snapshot graphs are a curated list of the 8 graphs that provide the most information about your company's overall historical performance. Graphs one through four provide sales statistics.

==== Graph by Graph Breakdown ====

'''Graph one through Graph four'''

Graph one graph provides a month to month graph comparing sales performance each year.

Graph two graph provides a cumulative view of the sales graph.

Graph three compares your cumulative revenue to your budget by quarter. This graph allows you to see your previous year's budget and performance as well as the current year's performance and budget. This helps you to track your performance compared to the previous year including the previous year's performance to plan.

Graph four compares the same as the third graph (cumulative revenue to your budget by quarter) but presents it in a month to month instead of a quarterly review.

'''Graph five through eight'''

Graphs five through eight provide net profit statistics.

Graphs five and six provide a month to month and cumulative month to month comparison of net profit year over year.

The seventh graph compares your cumulative net profit vs your budget by quarter and allows you to see your previous year's budget and performance to help you gauge current momentum.

The eight graph compares your cumulative net profit vs budget by month.

==== For Advanced Learners ====

Month to Month Cumulative

2019-07-08T23:37:07Z

Steve Kleinman:

==== Explanation ====

Your month to month cumulative chart gives you a detailed cumulative breakdown of your company's monthly performance. It provides comparisons between the current cumulative monthly performance against the same cumulative monthly performance from the prior year. Using your predicted budget and a flatline budget, it provides you with a comparison of actual versus predicted performance in a rolling month to month cumulative performance.

==== Instructions ====

This is a view only tab. It provides 8 regular charts. Each chart is printable if you click on the print icon for that chart (print icons are located on the upper right corner for each chart).

==== For Advanced Learners ====

Month to Month

2019-07-08T23:34:55Z

Steve Kleinman:

==== Explanation ====

The month to month chart gives you a detailed breakdown of your company's monthly performance. It provides a comparison between the current month and the same month from the year before. It also provides you a comparison to your predicted budget as well as your flatline budget and gives you a quick look at cumulative profit each month. Your month to month chart is your detailed month to month map of your business financial performance.

==== Instructions ====

This is a view only tab. It describes the month to month data for the current year.

==== For Advanced Learners ====

Quarterly Summary

2019-07-08T23:33:43Z

Steve Kleinman:

==== Explanation ====

Your quarterly summary provides a quick review of your company's progress to plan leadership on a quarterly break-down. It summarizes your Sales, Costs of Goods, Gross Profit, Total Expenses and Net Profit. It gives you a comparison for the same quarter in the previous year with your rate of change for the quarter. It provides you with a performance comparison against your predicted budget and a flat-line budget as well as a year to date summary. Your quarterly summary is your detailed map for each quarter.

==== Instructions ====

This is a view only tab. The information shown is for the current year (the most recent year with any recorded data).

==== For Advanced Learners ====

Quarterly Summary

2019-07-08T23:33:23Z

Steve Kleinman:

==== Explanation
====

Your quarterly summary provides a quick review of your company's progress to plan leadership on a quarterly break-down. It summarizes your Sales, Costs of Goods, Gross Profit, Total Expenses and Net Profit. It gives you a comparison for the same quarter in the previous year with your rate of change for the quarter. It provides you with a performance comparison against your predicted budget and a flat-line budget as well as a year to date summary. Your quarterly summary is your detailed map for each quarter.

==== Instructions ====

This is a view only tab. The information shown is for the current year (the most recent year with any recorded data).

==== For Advanced Learners ====