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  1. Register with Profitdiagnostix. You should have already received an invitation to use Business Dashboards. You need to register in order to view the dashboards.
  2. Complete the Setup Wizard. Log into your dashboards and click Settings > Setup Wizard.
    1. 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.
    2. Fill in the section on: Making things fair - let's compare apples with apples
    3. Follow the guide on: Mapping your fees. It is VERY important to get this right to get the staff reports correct.
    4. Set some targets in the: Targets per Year section

Staff setup:

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