Difference between revisions of "Monthly Data Entry"
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There are a few different ways that monthly data can be added and updated for your business. On this page, you can manually enter and update monthly data and add new years to track. The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be. | There are a few different ways that monthly data can be added and updated for your business. On this page, you can manually enter and update monthly data and add new years to track. The more years you are tracking, the smarter [https://profitnavigator.net '''Profit Navigator'''] will be. | ||
| − | At minimum you will need to enter [[Tracking - Sales|'''Sales''']], [[Tracking - Cost of Goods|'''Cost of Goods''']] and [[Tracking - Total Expenses|'''Total Expenses''']]. By providing this data for each month for 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; our [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] system can track your performance to budget and 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''']]. By providing this data for each month for 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; our [[Preset GAAP KPIs|'''Preset GAAP KPIs''']] system can track your performance to budget and 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 begin you may enter data manually or use our easy to use [[Import Data|'''Quickbooks importer tools''']]. | To begin you may enter data manually or use our easy to use [[Import Data|'''Quickbooks importer tools''']]. | ||
Revision as of 15:37, 18 January 2019
The monthly data entry section is key to having and informed leadership. Each month your Sales, Costs of Goods and Total Expenses should be recorded so that a complete picture of your businesses health can be tracked.
There are a few different ways that monthly data can be added and updated for your business. On this page, you can manually enter and update monthly data and add new years to track. The more years you are tracking, the smarter Profit Navigator will be.
At minimum you will need to enter Sales, Cost of Goods and Total Expenses. By providing this data for each month for the current year and for at least 2 years prior; our Budget Planning system can create a customized budget designed specifically for your business; our Preset GAAP KPIs system can track your performance to budget and by providing full data including Cash, Accounts Receivable, Accounts Payable, One PR Cycle - Gross (Avg), Monthly PR - Gross, Backlog, Total Assets, Net Worth, Transportation Costs and Shrink, we can customize our Preset GAAP KPIs and Preset Benchmark KPIs to your businesses personality.
To begin you may enter data manually or use our easy to use Quickbooks importer tools.
Before you begin data entry, please have at least 3 years of financial history available including the current year. To get the minimum benefit from Profit Navigator, simply provide the 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, 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 Help Desk or you may have your Alliance Partner / Business Advisor complete this section with you. You may also take advantage of our Guided Tutorials by clicking the Tutorials link in the menu within Profit Navigator.
To manually add prior year's data, simply click on the button that says "(+) Add New Year". When you have completed entering your data for at least 3 years, you will be ready to create a budget.
