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Knowledge base
General
Getting Started
2
How do I create a new account?
How can i create & setup my workspace ?
Workspace
4
How can I invite more members in my workspace?
How can i change permissions of existing member?
How can i remove existing member from my workspace?
How can i remove my workspace?
Account & Settings
8
How do I login?
How do I recover my forgotten/lost password?
How can I update “My Profile”?
How do I change a profile picture?
How can I change my registered email address?
View all 8
Account Subscription
8
How can i create subscription?
How can i use discount coupon code?
How can i upgrade/downgrade my plan?
How can i pause my subscription?
How can i resume my pause subscription?
View all 8
Business Planning
Getting Started
2
How can i start my business planning?
What options do i see under the business plan builder?
Plan Outline
1
How can i create/edit business plan outline?
Plan Cover
1
How can i customize my cover page?
Plan Chapter
5
How can i add new "Plan Chapter"?
How can i change the position of the “Plan Chapters"?
How can i preview a particular “Plan Chapter" ?
How can i download a particular “Plan Chapter”?
How can i delete a particular “Plan Chapter" ?
Business Plan
5
How can i change title color in business plan?
How can i download my business plan?
How can i share my business plan?
How can i remove some chapters from read & download?
How can i reset my business plan?
Financial Planning
Getting Started
4
Creating Your First Financial Projections: 7 Steps
Getting Around (Navigation)
Section Overview - Forecast
Section Overview - Reports
Revenue Page
4
Unit Sales - Revenue Model
Service Charges - Revenue Model
Recurring Charges - Revenue Model
Planned - Revenue Forecasts
Cost of Goods Sold (Direct Costs)
3
Cost of Goods Sold - Models
How to insert cost of goods sold?
Planned - Cost of Goods Sold
Operating Expenses (Indirect costs)
3
Operating Expense - Models
How to insert Operating Expense?
Planned - Operating Expenses
Personnel Expenses (Labor costs)
2
How to insert Personnel Expense(Labor costs)?
Planned - Personnel Expenses
Funding & Investments (Loans & equity)
2
How to insert loans(Debt funding)?
How to insert equity funding(Equity Investments)?
Assets
2
How to insert long term assets(Capital Expenditures)?
How to insert current assets(Short Term Assets) amounts?
Dividends Or Owner's Draw
1
How to insert Dividends or Owner's Distributions?
Taxes
1
How do i setup Tax?
Help Desk Software
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