Monthly Data Entry - Revision history

Tim Peeler at 18:00, 6 August 2019

2019-08-06T18:00:46Z

Tim Peeler at 17:59, 6 August 2019

2019-08-06T17:59:03Z

Tim Peeler at 17:37, 6 August 2019

2019-08-06T17:37:01Z

Tim Peeler at 14:38, 6 August 2019

2019-08-06T14:38:35Z

Tim Peeler at 14:32, 6 August 2019

2019-08-06T14:32:25Z

Tim Peeler at 14:31, 6 August 2019

2019-08-06T14:31:20Z

Ed Kleinman: /* For Advanced Learners */

2019-07-22T00:37:44Z

‎For Advanced Learners

Ed Kleinman: /* For Advanced Learners */

2019-07-22T00:37:14Z

‎For Advanced Learners

Ed Kleinman at 00:36, 22 July 2019

2019-07-22T00:36:15Z

Steve Kleinman at 17:43, 9 July 2019

2019-07-09T17:43:13Z

← Older revision		Revision as of 18:00, 6 August 2019
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	==== '''Explanation''' ====		==== '''Explanation''' ====

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

← Older revision		Revision as of 17:37, 6 August 2019
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	==== '''Explanation''' ====		==== '''Explanation''' ====
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	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.		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.

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-'''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.
+'''There are a few different ways that you can add and update your business’s monthly data. You can add your data manually, import from an Excel Spreadsheet or by linking your Quickbooks account.
 '''
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 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.
+The final way you can enter data is by linking Quickbooks using our easy to use [[Import Data|'''Quickbooks importer tools''']]. To import using Quickbooks, follow the instructions in the [[Import Data|'''Import Data''' section.]].

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 ==== '''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.
+At minimum you will need to enter [[Tracking - Sales|'''Sales''']], [[Tracking - Cost of Goods|'''Cost of Goods''']] and [[Tracking - Total Expenses|'''Total Expenses''']] up to 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'''].

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-==== Explanation ====
+==== '''Explanation''' ====
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-==== Instructions ====
+==== '''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.
@@ Line 18: / Line 18: @@
-===== To Add Data Manually =====
+===== '''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 =====
+===== '''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 ====
+==== '''For Advanced Learners''' ====
 The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be.

← Older revision		Revision as of 00:37, 22 July 2019
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	==== For Advanced Learners ====		==== For Advanced Learners ====

−	The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be~~. [[google.com\|This is a yterst]]~~.	+	The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be.

← Older revision		Revision as of 00:36, 22 July 2019
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	==== For Advanced Learners ====		==== For Advanced Learners ====

−	The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be.	+	The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be. This is a test. This is a test.

← Older revision		Revision as of 17:43, 9 July 2019
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	===== To Add Data by Linking Quickbooks =====		===== 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''']]. ~~‘’’I’m not sure how to do this’’’~~	+	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.