It is recommended to open each link in a new tab/window
Sales and marketing
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- Active clients
- Full time vet equivalents - why is is so important to know what this is
- Average client spend per year
- Cash control - is all the money getting to the bank?
- Wages - are they too high or too low
- Client facing events and opportunities - how often is a vet in a consulting room with a customer
- Average invoice value
- Measuring the performance of individuals within a business
- Understanding what a 'conversion' is
- What is a profit and loss statement?
- Why it is important to adjust a profit and loss statement to get accurate reporting
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At the end of each section, there is a test.
Sales and marketing
- Introduction and Important information to allow sales team to promote Profitdiagnostix
sales and marketing test
Basics
- Logging in/ logging out
- Forgot password
- Creating a branch
- Changing account name/ details
- Invite users
- Adding reports to favourites
Basics test
Setup wizard
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- Changing currency formatChanging percent format
- /wiki/spaces/SI/pages/54825336
- Creating staff groups/ Setting up staff aliases
- Mapping general ledger
- Setting Owner Wages (Manual Data Points)
- Mapping products
- Populating conversion items
- Setting targets (Target report)
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Datasource
- What is a datasource
- How to see if datasources are working
- How often is the data refreshed
- Healthcheck Datasource - How to give access
- EzyVet
- MYOB Accountright
- Reckon/ QuickBooks Desktop
- Reckon Hosted
- RxWorks
- Sage 50 Accounts Desktop
- Xero
Datasource test
Reports
- What is a reportare the report types
- Transaction report
- Target transaction report
- Date/Time report
- By product report
- By user report
- By customer report
- Dashboard report
- Html info component
Reports test
Row Types
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types
- Conversion Row
- Dashboard source row type
- Formula row type
- Invoice line row type
- Invoice row type
- KPI row type
- Profit and loss row type
- Data row type
Row types test
Variables
- What is a variable
- Date range variable
- Date variable
- List of “staff/groups” variable
- List of general ledger accounts variables
- List of primary “staff/groups”
- List of products variables
- List of staff name variables
- Numeric variables
- Value from reports variables
- Variable scope advanced usage and example
Variables test
Creating dashboards
- What is How to create a dashboard
- Scheduling reports
- Copying dashboard
- Add report to dashboard
- Delete report from dashboard
- Configure a report on a dashboard
- Resizing & moving report
- Changing chart types