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- Register with Profitdiagnostix. You should have already received an invitation to use Business Dashboards. You need to register in order to view the dashboards.
- Complete the Setup Wizard. Log into your dashboards and click Settings > Setup Wizard.
- Follow the guide on: Mapping your profit and loss statement/income statement. It is VERY important to get this right to get the profit and loss reports correct.
- Fill in the section on: Making things fair - let's compare apples with apples
- Follow the guide on: Mapping your fees. It is VERY important to get this right to get the staff reports correct.
- Set some targets in the: Targets per Year section
Staff setup:
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