Getting Started in PlanGuru Analytics

let's hop over to PlanGuru Analytics and connect this company. When you have added PlanGuru Analytics to your account already, you're gonna access it by going to report and clicking this button right here. If you haven't added it to your PlanGuru account yet, you will see a a big button here that allows you to, you know, click it and add it. It'll give you some pricing and ask you to, you know, confirm before adding it to your account. We've already added it here, so we're gonna click that. A second tab will appear, and it'll ask me to sign in. It's the same exact email and password you use for your PlanGuru accounts. So we're gonna go ahead and log in, And this will take me to my PlanGuru Analytics workspace. Here is where you can add your company, again, if you're doing this internally, or add client companies if you are a business adviser. And to add a company, we are going to click this add company button here up at the top right. We're gonna connect to PlanGuru. We're gonna log in one more time. And then this is the company list. Now, again, if you're using this internally, you're just gonna see your one company. If you're using this as a business adviser, you're gonna see your list of clients. We're gonna select one of those companies here, in this case, Franchise Fast Food. Next. And then the last thing it's gonna ask you to do is choose a file business unit for fault actuals. Right? So I'm actually gonna go with, you know, location one here. And the reason why it does that is because when you're gonna go go create a report in here, right, it always has some data to reference to populate the report, whether that's a financial statement or a chart. You know, instead of just creating that chart just showing a blank result with no numbers, it'll default to whatever business unit that you're selecting here. But you can always change the data it's looking at at any time. Alright. So now that company is added to the workspace here, specifically this tutorial group. Now the next really important step, just as important as clicking the sync data button back in the modeling tool, is opening up this company for the first time and clicking the sync button here on the bottom left. This initial sync brings all of the data over for the first time and could take as much as ten minutes to load or longer. We've seen, depending on the size of your model. We've seen some pretty complex models in PlanGuru. So don't be worried if it's taking that long. That's normal. It's a great chance for you to go fill refill your coffee cup and take a nice walk around the office or go grab the mail if you're working from home. You know, it's important to stretch those legs when working a desk job. Hopefully, it's done loading. me take a look here. So fast food franchise, open, and it looks like it is done. Perfect. So the first thing we actually wanna do here is go company settings and select the default budgets. We'll go at location one here and default forecasts for the same reasons we chose default actuals. Right? So again, if you run a report, it has some default data to choose from. You could always change it. Account numbers, we wanna enable because we're using account numbers. Reporting basis, we'll stick with accrual. So those are really the only settings we need to adjust here and click save. Alright. So now let's go ahead and open up, you know, one of these default dashboards. Let's choose one of the pre built ones here. How about year to date advisory with EBITDA? This one looks at actual results up until the current month. And we have some some nice stuff in here, like profitability charts up at the top here in dollar amounts and percentages. We have net cash flow. Right? For the last twelve months, we could see, you know, which months we spent a lot of money. Cash balance for the last twelve months with an average here showing as