Learning Outcomes
In this course, we will learn:
- How to add information to the Dashboard and use the Dashboard to keep track of critical business metrics and inform future decisions;
- Ways in which you can use Syft’s Financial Health score to regularly make sure our business is healthy and to take corrective action if need be;
- How to use Syft’s Sales Health score to do the same in terms of our sales health;
- The importance of the Break-Even point and how we can work with it on Syft;
- Everything you need to know about Accounts and how to work with them in Syft;
- The importance of KPIs and how to analyze these metrics in Syft;
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All about Transactions on Syft and why they are important.
Curriculum
Module 1 - Welcome to Visualize: Overview
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Module 2 - Dashboards
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Module 3 - Health
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Module 4 - Break-Even
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Module 5 - Accounts
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Module 6 - Key Performance Indicators (KPIs)
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Module 7 - Transactions
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Conclusion
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