What's New

Disallow Users to Export Certain Dashboard Forms

By - Aug 02, 2017

By default, all dashboard forms can be exported into .csv file as long as they are refreshed by the time user clicks the export button in dashboard.  We are now offering an option to exclude specific forms from export.  Click the gear button of the form, and you will … Read More

What's New

Sort in Dashboard Forms

By - Aug 02, 2017

Sort is now available in dashboard forms. Right click on any cells in the form, and click Sort. In the Sort window, you can add the columns that you want to sort by, and specify the sort order. Please note, sort options is disabled when hierarchy, hierarchy-list, or dynamic … Read More

Increase Profitability by Retaining Customers

Everything Planning

How to Increase Profitability by Retaining Customers

By - Jul 06, 2017

How to Increase Profitability by Retaining Customers Last week I shared the 5 fundamentals of sustainable business growth and this week I wanted to expand on one of those points – how to increase profitability by retaining customers. Have you heard of Pareto’s Principle? It states that businesses get … Read More

Sustainable Business Growth

Everything Planning

The 5 Fundamentals of Sustainable Business Growth

By - Jun 30, 2017

The 5 Fundamentals of Sustainable Business Growth Finding a way to make sustainable business growth is one of the most challenging issues that all business leaders grapple with. Despite it not being a new problem in the world of business, to each individual entrepreneur or business owner it can … Read More

How To Be A Strategic CFO

Everything Planning

How To Be A Strategic CFO (HINT: Ask The Right Questions)

By - Jun 23, 2017

As a CFO you are expected to be your CEO’s strategic partner and growth advocate. Your responsibilities include (but definitely are not limited to) overseeing the company’s business model and administering the efficient distribution of capital. This can be hard, especially when your team is already working up to … Read More