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Sales and marketing
Introduction and Important information to allow sales team to promote profitdiagnostix
Basics
- Logging in/ logging out
- Forgot password
- Creating a branch
- Changing account name/ details
- Invite users
- Adding reports to favourites
Basics test
Setup wizard
- Changing currency format
- Changing percent format
- 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)
Setup Wizard test
Datasource
- Datasource
- EzyVet
- MYOB Accountright
- Reckon/ QuickBooks Desktop
- Reckon Hosted
- RxWorks
- Sage 50 Accounts Desktop
- Xero
Datasource test
Reports
- What are 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
- 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
- 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