Set up for Business Planning [Video]

This first Tutorial starts with the “Set Up”

Each section will have a tutorial.
The tutorials are the following. In order.
Set Up
Call Notes
Action Plans
Big 5
Revenue Build
Departments
Overhead Budget
Company
Operational KPI’s and Variance
Company Variance
1 Plbg Serv
2 Plbg Inst.
3 Drains
4 Sewer Install-Excavation
5 HVAC Serv.
6 HVAC Inst.
7 Electricala Serv.
1 Plbg Serv-Seasonality
2 Plbg Install-Seasonality
3 Drains-Seasonality
4-Sewer Install-Seasonality
5 HVAC Serv-Seasonality
6 HVAC Install-Seasonality
7 Elec Serv-Seasonality

All tabs will have a Tutorial Link on why and how to set this up.