Templates

Coming soon

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Currently available templates are:

• Sales: Manage your sales through "sales management" template on which contemplates: Sales period, Subsidiaries, Products, Customers, Region, City, Salesman, Revenues, Taxes, Costs and Profit. See more instructions.

• Condominium: Manage your condominiums through the Condominium template that includes Statement of Expenses and Revenue by Period, identification of the highest expenses, comparison between revenues and expenses, etc. See more instructions.

• HR: Manage your human resources through the HR template that includes: workforce analysis, absenteeism control, evaluation of the overall staff by age group, level of education, etc. See more instructions.

To install the desired template, follow the instructions below:

• Click the Templates option on the Main Page sidebar;

• Select the desired template and click on the option Install Template ;

• A new Data Source will be created with their respective dashboards;

Interested in sharing your own template(s) with any other user? See how.

Important:

• Templates are loaded with sample data. To use your own data, download the sample worksheet available on each template and replace it with your information.

• If you do not have all the data available leave the corresponding columns blank.