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, if there is drop-down list configured on the … Read More

Everything Planning

How to Build A Strong Sales Operations Framework with Sales and Operations Planning Software

By - Jun 15, 2017

How to Build A Strong Sales Operations Framework with Sales and Operations Planning Software While it may not be very glamorous, sales operations plays a critical role in a company’s success. No matter if you are working with (or scaling to) a couple, dozens, hundreds or thousands of sales … Read More

Everything Planning

5 Reasons Why Your Small Business Needs Corporate Performance Management

By - Apr 25, 2017

In a follow-up to my previous post (How to Select the Right CPM Software For Your Medium-Sized Business), I want to highlight some reasons why your small business needs Corporate Performance Management. 1. You don’t have enough time. As a small business owner, you are stretched thin having to … Read More

select the right CPM software for your medium-sized business

Everything Planning

How to Select the Right CPM Software For Your Medium-Sized Business

By - Apr 20, 2017

In our last post we detailed what exactly Corporate Performance Management (CPM) is, why CPM is important, who CPM is important for and what the business benefits of cloud-based CPM software are. In case you missed it, CPM is important for every company, but especially those looking to: Remodel … Read More