Discover what assumptions are, when to use them, and how they work
Learn how to use assumptions to create and update your plan goal.
Discover what initiatives are, when to use them, and how they work
A guide for creating initiatives in your plan, including best practices to follow
A short tutorial video
Understand how initiatives behave when calculating projections.
Adding initiatives on your sales cycles (any metric that is measured with average days)
Understand how estimated impact is calculated for initiatives, including isolated and shared impact values.
Learn how to add new roles to your Plan
Learn the difference between the views in the People tab.
A guide on how to change the settings in an existing role
Guide on incorporating attrition in your existing roles
A guide to Managing Hires and Leavers