PlanGuru Analytics Webinar 

So, well, welcome, everybody. It is two o'clock. And, you know, we've met I see many familiar names in the in the webinar. So I can say that not only Dan and I have been excited for this webinar, but I know a bunch of you who are here have been excited for this as well. So, you know, the simplest way I like to put it is, you know, we've been over the last few years, we've been very focused on building the the best browser based modeling tool, you know, and whether that's for a pre revenue start up that you just need to put some numbers together for or whether that's, you know, our our largest users doing hundreds of millions in revenue and has users in twenty countries. You know? So we're pretty proud of what we built. Obviously, there's some room for improvement. We're gonna keep improving it, throughout this year and beyond. But, you know, the the thing that we've always made a little bit difficult on you, for those of you who are current users, and for maybe those of you who evaluated PlanGuru did but didn't go with us is it was our reports and visualizations, and that's why we're so excited to to show you PlanGuru Analytics today, which is powered by reach reporting. And this is a partnership that many business advisers have been encouraging and clamoring for for a very long time. You know? We can go back to the the previous slide. I know we gotta get on with things, but my name is Christian. I'm the CEO over here at PlanGuru. You know, I used to work at IBM in in corporate finance, and so I've seen things at the at the real large end of the spectrum. But, obviously, since coming to PlanGuru, I've worked with thousands of businesses and, you know, really understand small business accounting finance needs. Dan, say hi as well. Yeah. My name is Daniel Weiss. I'm a senior account executive here at PlanGuru. And I'm not only, you know, focused on the sales side of things, getting, you know, somebody familiar with the the tool and how it could benefit them, but also on the implementation side. So a lot of times, if somebody signs up on their point of contact, we're actually getting implemented. So connecting, you know, their accounting system, you know, talking about their industry, what their specific budgeting and forecasting needs are, and helping them build it out the first time to kick start that learning process. So excited very excited to be showing you what we got today. It's been a long time coming. Yeah. And, we'll circle back to this to the at the end with, you know, scheduling links and things like that. But, you know, if you're an existing PlanGuru customer or a or a past customer that knows the modeling side of PlanGuru really well, you're gonna be working with myself and Tom Murray, if you need some help getting up and running. And if you're a prospect or someone who never who's been looking at PlanGuru for a while, but you haven't really got in there yet, you're you're gonna be working with Dan. So, you know, we and and and Dan. We've got two Dans here, and they work together, so it's confusing. But Dan Weese and Dan Fouse. You're gonna be you're gonna be asked. Dan Weese or Dan Fouse when you call into PlanGuru if we just ask for Dan. Go ahead. Alright. I just wanna make sure everybody can hear us too. Antonis says he cannot hear us. Just wanna make sure maybe somebody else can confirm our audio is coming through okay. Well, I see Dave Mabaugh in here. And if if if his audio wasn't working, you would have called me already. So Okay. Yes. We got some people back in here. So not sure what's happening there. It could be your computer speakers or something like that. But keep us posted. Go on to the next slide, Dan. Alright. I'm just gonna briefly you know, we we do have some questions about, you know, the nature of this partnership. Some some of you already have, reach subscriptions and wanna know how these things will interplay. We'll we'll I'll briefly talk about that. But then the most of the time, Dan's gonna be talking, giving you a demo. A little bit of setup, but, really, the goal here is to show you everything that it can do. And, again, if you wanna get into exactly how to set things up, we've got video tutorials after this. And we're also gonna encourage anyone who wants to jump in to grab some time with us and let us help you set the first one up together. You know, we've been doing this a lot. We've been doing you know, we've all been doing this a long time at PlanGuru in terms of helping you understand what you need, but then we're also very well versed in exactly how to quickly implement that in Reach. And and working with us is gonna, lessen your learning curve. So and we'll talk about how to add it and onboarding and and q and a. So so, again, I already kind of alluded to this. I mean, we've, yeah, we've had reports at PlanGuru, but most of you know that those reports, haven't been, up to the standards of what people expect. Reach has spectacular reports and visualizations, but, you know, their forecasting and budgeting tool is not nearly as robust as PlanGuru, and that's why we created this partnership. Now just to be clear, this is you know, when you're inside of PlanGuru, you're using something called PlanGuru Analytics powered by Reach. It's it's its own product on a separate platform. There's it's not, I mean, you're as anyone who's a Reach user, you will not have any differences in terms of using it. The differences are on the back end. But but, yeah, it is not gonna you know, unfortunately, if you already have a ten pack for Reach and you've got a couple extra seats in there, you know, we're not we're not gonna be able to leverage those or anything. But so but you will get those seats back on the reach side, if you're if you're deploying them for someone else. So, any I will pause for a second. You know, if if you want us to unmute you, you can put your hand up or put something in the chat like unmute me. Just any any questions on that. I mean so everything we're talking about today is is on the fully embedded version. If you are I will say if you are a ReachPower user, you know, there are some other differences. We can take that offline. But, you know, from I know most of the folks in here are not ReachPower users, so we're not gonna do that. So if without further ado, I'm gonna let Dan take it away here. Cool. So, yeah, again, very excited to be taking you through how PlanGuru connects to PlanGuru Analytics today. We will be walking through some examples of how to extract some valuable insights from your PlanGuru model through creating dashboards and reports. And a beautiful thing about PlanGuru Analytics, powered by Reach Reporting, is that it has the perfect mix of automation and customization. There are a ton of out of the box, ready to go templates to choose from, but they can also be tailored to your specific needs with ease. So shout out to those guys at Reach for making an amazing tool. But, before we dive into that, we are going to, start in PlanGuru, the modeling tool, to get you familiar, with the dataset we'll be pushing over to PlanGuru Analytics. And what we're looking at here, is a sample company that represents a fast food franchisee with multiple locations. Here is the company name, franchise fast food. Advisors, this would be like your list of clients here. Here is the projects, and here is the list of business units. We have built out financial models for all three locations, consolidated them together automatically, and we'll be pushing all of that data to PlanGuru Analytics. And we are currently in location one, as you could see. And we've already, you know, gone through the process of importing actual results from QuickBooks, building out and archiving a budget, and we're also managing a rolling forecast going forward. We've all already gone through and selected projection methods for accounts, you know, build out some custom calculations in the assumptions when it when it comes to revenues and expenses like payroll. We've also created an assumptions tab called franchise KPIs, which includes a bunch of industry specific metrics we eventually want to report on. So keep an eye on these. We're gonna we're gonna be referencing them later. Things like sales per labor hour, COGS percentage, food waste percentage, accurate orders. Right? These aren't necessarily linking to anything in our financial statements, but we built this out so we can report on it. And last but not least, it's vitally important we talk about how data is moving from the PlanGuru modeling tool to PlanGuru analytics. Anytime changes are made to the model, whether that's importing a new month's worth of actuals, adjusting the forecast, and you want those changes to reflect in Analytics, you must click this sync data button. For those who have used PlanGuru before, when creating, you know, multiple budgets that consolidate, you are already familiar with this button because it's how consolidation grab data from underlying business units. Now this button serves two purposes. Not only does it push data to the consolidation, but it also pushes your data to PlanGuru Analytics. And it shows a time stamp on the last time the data has been synced right there. Okay. So now that we covered the foundation here, let's hop over to PlanGuru Analytics and talk about what connecting a company looks like. And when you've already added PlanGuru Analytics to your account, you can access it by going to reports and clicking this PlanGuru Analytics button right here. If you have not added it to your account yet, there will be a big button right there that you can click, and it'll give you a message that shows your pricing, and you can, you know, add it to your account if you'd like. So we're gonna go ahead and click that. The second tab appears. It's gonna ask me to sign in. It's gonna be the same exact login you're using for your PlanGuru accounts. And this will then take me to my PlanGuru Analytics workspace. And here is where you can add your company if you're doing this internally for your own company, or add client companies if you are using PlanGuru as a business adviser. And to add a company, we'll be clicking this button up top here, add company. Select PlanGuru to make the connection. It'll have you log in one more time. And when you do so, your list of companies will come up. Again, if you're just doing this internally, it'll just be one company to choose from. If you are a business adviser, this would be the list of your client companies. So in this case, I would select one right here. And when you click next, the last thing it asks you to do is choose a file for default actuals. This means that when you go to create a report in here, 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 showing a blank results, it has some data to reference for that that report you're creating. So I've already added this company here. Now, the next really important step, just as important as clicking the sync data button back in the modeling tool, is opening up the company and clicking the sync button here on the bottom left. This and you can see it starts to, you know, present a loading bar there. This initial sync brings all of that data over for the first time and could take as much as ten minutes to load, sometimes longer. You know? We've seen some folks with some pretty large files, you know, depending on the complexity of your PlanGuru model. So don't be worried if it's taking that long. That's normal. It's a great chance to go refill your coffee cup, you know, take a nice walk around the office, go grab the mail if you're working from home. You know, it's very important to stretch the legs when when working a desk job. You know? And that is just the the only time it's gonna take that long again is on your first sync when it's Exactly. Sort of, you know, replicating you know, again, that if you've got one scenario with one assumptions tab, it's not gonna take long. You know? If you've got a whole bunch of scenarios with lots of assumptions tab, it it can take a while. Yep. It's just that initial sync, but we're not gonna do that because we got another company already uploaded we we could take a look at. So we're gonna go back to the home screen here while that's loading. Open up this demo company right here. And once a company is open, the two main areas you'll see that we're gonna really gonna be focused on today is dashboards and reports. There are some other useful useful buttons in here, like up at the top right, knowledge center. If you have some questions about some features, video tutorials, you wanna see step by step examples of those features, and you even have the option to change the theme here from light to dark mode, whatever your preference is. But we're gonna start with dashboards. Dan, there's this is very important, and I should imagine this upfront. If you need customer support with this, you come to us and not reach. Okay? So Yes. We can help. We we support just as this is a separate product, we are the ones that support it. They're very polite at Reach, so they might help you anyway, but I don't want to put them in that position. No. We don't wanna give them that burden. But, yes, feel free to reach out with any questions. So dashboards. Excuse me. Why are dashboards important? Right? Dashboards are real time performance snapshots. Instead of digging through Excel reports or some of our standard reports that maybe you've used in the past, now you see all your key numbers in one place. They make financial conversations easier. They turn rows of numbers into visualizations that decision makers can absorb in seconds. And when you first open your company, there will be some default dashboards already added that range from looking at historical data to budgeted and forecasted amounts to cash flow forecasts to detailed financial statements. However, there is a sizable library of dashboard templates to choose from, which is fantastic for getting a head start on building the perfect dashboard for you. And each one, if you hover over this tool tip here, has a brief description of its purpose and the KPIs included. You can always add a dashboard from this library. So let's open up one of the default dashboards though, and take a look. Let's open up three way budget toolkit. This one looks at some actual results compared to budgeted targets so far for the year. And once opened, you see a bunch of rectangles in here of varying size and shapes. Not squares, rectangles. Shout out geometry. These rectangles are called metrics. These metrics can be things like live text that automatically update when your data is updated from PlanGuru. Great for things like budget versus actual comparisons. They could be charts that help visualize the data. They can be tables where you can include specific accounts on your financial statements or assumptions lines into a custom format, great for things like executive summaries. And you also have these dividers up at the top that basically act as headers for each section. So this section is profitability. If I scroll down, here's my liquidity and efficiency section, and so on. And these metrics are completely customizable. They can be reordered. They can be resized. They can be reworked. So if I wanna just, say, this live text here instead of looking at total income, I wanna change it to something else, I select edits. I select total income. I wanna look at gross profit instead. Save. Save. Now, we're looking at gross profit. Or if I wanna adjust this column chart, I can click edits. A second tab appears. And up top, it presents the dataset that I'm currently working with. However, you can adjust this. You can add columns. You can add rows. You can add custom calculation rows, change the format. And then below, you have your visualization options. How do you wanna see this information portrayed? Column chart, line chart, bar chart, etcetera. You have some additional settings on the right. Right? So if you wanna change up the colors here, you know, do whatever you'd like to make it, you know, custom to your specific needs. So very, very customizable. Now if you create a metric that you really like and you want to maybe apply it to other dashboards and reports, maybe for other clients, if you're a business adviser, you can save that metric as a templates. Right? This option right here. And you can have your own library of templates. So when I go to add a brand new metric to a dashboard, and I click on templates here, it's not only gonna show me the extensive library that Reach already provides, but it's also gonna show you the templates that you saved that you can repurpose right there. So very important. So we have established that dashboards are great for monitoring everyday financials and KPIs. But what about those monthly reviews, those quarterly reports, those board meetings? Know, that brings us to reports. Reports, you know, create structure around the numbers. They make sure, you know, everyone is looking at the same story with the same definitions at the same time, and they show what we planned, what actually happened, and, you know, hopefully, what we're gonna do about it. Yeah. So just like dashboards, when adding report, you have an extensive library to choose from, bunch of templates. Oh, hold on my templates. There we go. So, again, you can hover over the tooltips to see the descriptions and the included KPIs. However, these are also completely customizable. So let's open up an existing report I've already created here called monthly review and take a look. And right off the bat, you could see a nice hover letter there. If I scroll down, we got some metrics that we built, live texts, some charts and graphs. And, you know, the first thing you could do is upload your company logo. Right? You can upload an image here. You can, customize this with your own branding. You can edit this text however you'd like. You can add your own text as well by just clicking and dragging it over. You can adjust the colors of this report, the assets here, based, again, on your branding. So, again, completely customizable. You have the full library of all your metrics, both reaches and yours, to simply, you know, click and drag over to populate these pages. And this is also pretty cool here. Live text. So again, these values are automatically updating. You don't have to update this report manually every month. This is a live text, so anytime you make changes to the PlanGuru model, they will update in here automatically. This report automatically refreshes. And if you create a page that you really like, this is probably one of my favorite things, And you wanna repurpose that, again, for other reports, other clients. When you click on that page and it couldn't you know, the it's not just it's not just the entire page. It could be a certain section of a page, you know, picking and choosing these different metrics. You can add it to your scratch pad. And you can use this and just click and drag it over to populate a page for another report. So, really, a lot of customization ability here as well, which is perfect for those, you know, picky clients that wanna see things in a very specific way. So now that we have a good understanding of how dashboards and reports work, let's apply what we learned so far to that fast food franchise that we just connected. Right? We're going to go back to that one there. It should be done loading. Oh, let's go back home here. Alright. Yep. And it's done loading. That loading bar is not there anymore. So let's go ahead and open up oh, actually, the first thing we need to do. When you first connect your company, it's important to go to company settings. And for the same reasons, we selected default actuals. Right? So that reports have some data to populate. Wanna do the same thing for a budget and a forecast right here. I've also enabled account numbers because I'm using account numbers in my accounting system, and the reporting basis is set to accrual. Right? So those are those are some additional settings that you can apply when you first connect your company. Let's open up one of these default dashboards. Let's choose this year to date. Yeah. So by default, the AI in here is on. Okay? So, you know, we have had some questions from folks that, you know, don't, you know, don't know that they want to do. Christian, let me stop you there. We're we're we're setting it to its it's off. We're gonna be I have a I have a section about that I'm gonna talk about where it's gonna be Well, just what why we're but by well, in when they get a new when they get a new default environment, it will be by default on. Okay. That's Reach just recently changed it on their end. So we sort of inherited that change as well. Gotcha. Gotcha. You know, go you can when you circle back to that, we'll I'm so sorry to I I thought I disclosed that to you. Kind of embarrassing folks. I'm filling them in on the webinar. But, anyway, go ahead, Dan. No. It's alright. I I'll I'll talk about it later. It's it's easy to turn on and off, so I'll get to that. So once this is open, you know, we have some nice stuff nice stuff here, probability charts, you know, showing some year to date profitability in dollar amounts, some percentages there. We have net cash flow for the past twelve months, So you can see, you know, which months where we made some big purchases and our cash balance over the past twelve months as well with an average. But let's add some additional metrics right at the top here. And remember those franchise KPIs I referred to earlier? These ones right here? This is what we're gonna reference. Right? Sales per labor hour hour, we'll do and we'll do accurate orders percentage. And if we have enough time, we'll do a couple more. But to add those metrics, we're gonna select add metric here. I'm gonna go with live text. I'm gonna select actual verse comparison. We'll compare it to the previous month. Select data. So, again, you can reference anything in your financials, but also nonfinancial data, data coming from those assumptions tabs within PlanGuru. Franchise KPIs is the tab I wanna reference. Sales per labor hours, my selection. We're gonna stick with the last month date range. We're gonna compare to the previous period. I have some additional settings here. So if I wanna see some decimals, you could do that. Change the colors up. You know, these icons, you have a little preview there at the bottom. And once you like it, you click add. And we'll add one more for good measure. Live text. Actual verse comparison. And we'll go with accurate orders percentage. Stick with the same stuff there, but we'll change this to percents. Alright. I can move these around. Now, I'd probably continue this row and add, you know, a couple more of those KPIs right at the top, because they're a good way to, you know, track performance, see we're doing well, we're not, and right at the top, most important key numbers. So once again, if you have crafted dashboard of your dreams and you wanna share it with the world, you could save it as a template. So if I go back to dashboards here, you made your adjustments. I can save it as a template and repurpose it for other other reporting packages, other clients. And that's massive for the business advisers in the room because it allows you to create your own template library and really go after clients, maybe in a specific industry vertical, to scale quickly and repurpose these templates while giving your clients meaningful insights in minutes. So now that we've adjusted a dashboard, let's quickly hop over to a report, show you how these can be customized. We'll add a brand new report, templates. We'll go with one like key numbers here. So we added that report for the first time. We're going to go ahead and open it here. And again, the first thing you see is that cover letter where you can make your adjustments, and then you'll have some, you know, metrics and visualizations. But maybe at the bottom, we wanna add something that's not really in here. We have some summarized p and l and balance sheet information, but I wanna see, like, a detailed line by line income statement comparison of this month versus last month and the same month last year. Right? I wanna add that at the bottom. So I'm gonna go to statements, add a statement. I have my own template right here. So I click that, add. I've already formatted this how I like, and there it is. Fast food franchise, column for actuals, prior month variance, same month last year variance, conditional formatting as well. So, again, very customizable in here as well. And PlanGuru Analytics really provides that automation to get you started quickly and the customization ability to tweak those deliverables to yours or your client's specific needs. Time to value here is insanely good. Now, if you wanna kick it up a notch further yes. There are more notches. We can talk AI. It's all the rage right now. It's the greatest thing since sliced bread or discovering fire or, you know, you might hate it with a passion, however you feel about it, but we think it's pretty great and has some great applications in here as well. And, like Christian said, that can be accessed right on the home screen here, and you can choose to have it be off or on. Right? So if it's off and I wanna turn it on, I click that little AI icon up at the top right there, enable for all companies. And rest assured, if you do, your data is safe. Right? It's a question we get all the time. Data security is top priority, so your data will not be used to train models. It is encrypted at rest and in transit. And we can provide you with those security details if requested. And once turned on, you know, you can open up a company, go to a dashboard as an example. And now, you'll have this little AI icon up at the top right. And when you click it, it gives you a list of all the metrics, right? All these rectangles that are in here. And you can pick and choose which ones you want the AI to analyze. You can select all if you want. Click analyze, and it's gonna produce some commentary for you. You can either, you know, review this commentary in real time, or copy and paste it into one of your dashboards and reports. Right? So anybody that you're sending that report to can read it as well. We've also heard folks even taking this AI commentary and, you know, generate it here and entering it into their own LLM of choice, ChatGPT, whatever you're using, and, you know, adding an additional industry specific context, benchmarking, etcetera. And for advisers, you can actually include this AI commentary into something called a client portal update summary to keep clients informed and automate with with automated analysis on the specific dashboards and reports that you give them access to, which is a perfect segue for my last topic since we're coming up on the end here and we wanna leave some time for q and a, is user permissions. Right? Giving folks access to this. So, you know, financial planning analysis should not live in one person's inbox. Collaboration, you know, turns reporting from a single file into you know, that gets emailed around into, you know, a shared system everybody trusts. And for accounting firms, each client has their own secure environment, and internally, your team has tiered access. And it reduces risk and, you know, increases efficiency. And the users can be broken down into three levels, group access, additional users, and client portal user. And group access user would essentially be like the admin or workspace owner or an adviser user that has full access to all clients. While an additional user, the additional user would be like an internal user, again, you're just building this for your own company that has full access, or an adviser user or a client user that has full access to a specific company because you want them to come in here and adjust the settings and create their own reports and dashboards, you have that ability. And then you have your client portal user. Oh, let's open up this one. From here, client portal user would be like an internal user or a client user that has access to specific dashboards and reports that you organize in folders. They would also be read only. So they cannot change any of the settings, create their own stuff, you know, just view the reports and dashboards. So the very common use case there when you're adding new clients is when you go to your client portal, you can set up folders. Right? These folders can you can assign dashboards and reports to these folders, and these folders can represent specific audiences. That could be department managers, executives, board members, etcetera. And you can easily add additional client portal users and give them access to those folders. Now, what's very, very important, and Christian might, you know, be bringing this up soon, too as well, is that if you want to add a user in PlanGuru Analytics right here, you need to first add them to your PlanGuru accounts back here. Right? Home screen, edit profile and preferences, add user. If you try to add a user in Analytics first, they won't be able to log in. You need to add them as a user in PlanGuru. They need to set up their own PlanGuru login, their credentials, those same credentials they will use to log in to PlanGuru Analytics. So with that said, I'm gonna kick it back to Christian so he can discuss, you know, adding this to your account, what steps to take there if you're interested, and receiving some help getting set up. And I'll bring this back up here. And looks like you're muted, Krishna, if you're talking. I wanna do that. I thought I had muted myself. I'm sorry. So there's only one type of user. Okay? That user has access to whatever you give them access to. Okay? They're going there are different sets of permissions for the financial modeling side of PlanGuru than there are on the reporting side. For example, you might have a sales and marketing manager where you create an assumptions and KPIs tab that talks about how many leads are coming in and what the con you know, what the leads are by segment, what the close rate is for different leads, what the appointment setting rate is for different leads. So you might give a sales and marketing manager access to a a PlanGuru tab that only pertains to leads and how much biz they're gonna close. You know? But over on the PlanGuru analytics side, you know, you give them a more comprehensive view that might have some information off the financial statements on it, but it's the things you don't you know, it's it's not relevant to their, you know, sales forecasting process. So you have tremendous flexibility to let every single user inside the system, whether they're, you know, whether they're read and write users or whether just or whether they're just read like, only they're only gonna be consuming information. You know? Again, it doesn't matter. It's still, real easy. So, you know, and if you do have, again, lots of volume of read only users, we can we can work on pricing, you know, but, it's on a case by case basis. We don't we don't you know, if somebody wants to give each sales rep a simple dashboard that they fill out for their sales forecast, and that all rolls up into a consolidated sales dashboard consolidated sales forecast. Again, we'll we're not gonna make you pay twenty nine dollars a person, for that. So as I I alluded to this earlier, you know, if you still have any questions, my most recommended path is let's pick a company. What I mean, if you're a business adviser, let's pick a client. If you're using PlanGuru internally, obviously, we'll just do it on your own company. Can you go back to that? If you have any questions and if you if you wanna set up some time with us, hey, Dan. Can you copy paste those two links into the chat? So if you're an existing PlanGuru customer or, let's say, a canceled customer that used PlanGuru for a long time, you've got some existing models, you you you know how to you know how you largely know how the modeling side of PlanGuru works, You know, grab some time with me. We'll get together with Tom Murray. A lot of you might know Tom, and we'll jump in on the reach side of things. If you're newer, if you're a prospect, if you're a, you know, canceled customer because you never used it and and you need to really start from scratch all over again, then set some time with Dan. We if you go to our video tutorial page, the app video tutorial page, you'll see that we've got, you know, what's essentially a recorded version of the middle part of this webinar up, and then we have some more specific videos. And finally, you know, I encourage you to just add it to your PlanGuru account. When you go into your main PlanGuru account, you're gonna see what you see over on the right hand side of the screen there, the PlanGuru analytics powered by Reach, you can click on that, add it to your account. If anybody adds it to their account and decides they don't want it, I'll happily refund you. If you wanna get a a free trial of it, talk to us. But, you know, you can, again, go in there and add it at any point as well. So, Dan, you wanna just talk about pricing? Do go to that slide you had up there? So for business and nonprofits, do you wanna click to do you do wanna click to the page there? Nope. Yeah. So just go to the monthly rates. You know? So to the price goes to one ninety nine per month. The, you know, the multiunit consolidation price goes up to three ninety nine a month. Obviously, if you pay annually, you can get a a nice discount off of that, you know, ranging somewhere between fifteen and twenty percent off if you pay, annually, something like that. Fifteen, I guess. And, Dan, do you wanna bring up the business adviser pricing? So as a business adviser, you do sort of add it to all of your accounts. Okay? So if you're on the base plan if you're on the base plan, you know, it works out to about sixty dollars a month on your on your clients. And then if you're on the annual if they subscribe annually, that, again, this is this is for someone who's an existing PlanGuru user talking about how much more it is. So you so if you're if you're paying ninety nine a month because you have three clients or less, you're gonna go to one sixty a month. If you're on the annual plan, you'll pay an extra six hundred to bolt reach on. And then, each additional client is what does it wash out to? Like, fifty five a month, Dan? So it's a it's forty nine, so about fifty bucks a month. Yeah. Four so forty nine. So additional so the simplest way to look at it is that you go from about about thirty dollars a month per client to about fifty dollars a month per client. Okay? So we're on the first three clients, it's a little more. Right? Actually, no. It's not. It's twenty it's twenty a month. Twenty additional a month per client. So Yeah. And that that's obviously for single entity clients too. For the business advisers that currently have an account in here, you're aware that clients that that have consolidations are a bit more expensive. That's all detailed on our website. Yeah. Yeah. Both seventy dollars seventy dollars a month for a consolidation. All detailed right on our website here. So Yeah. So a cons so basic basic clients are about fifty bucks a month. Consolidation clients with Reach, end up being about one thirty a month. We do have a good question here. Yes, ma'am. I wanna make sure I answer before hopefully, Diane hasn't left. But so in the franchise example, you can have multiple locations. You know, we showed how we had three locations at a consolidation that we brought bring in. You know, what about business owners with multiple companies? It's it goes the same way. So I thought I had it open, but when I dropped down that menu that showed the different business units in PlanGuru, those locations could represent entities, subsidiaries, divisions, locations, departments. Right? We call them business units. Those individual companies are just business units to us, so it works the same exact way. Yeah. I mean, in in, you know, the the term company we use the term company in PlanGuru, and it can sometimes trip people up. We don't care what type of you know, if if you have multiple companies that you want to roll up into a a holding company, you know, you just set those up the same way you would set up different QuickBooks classes in PlanGuru. You're just mapping them to different things. So, you know, you always wanna put all, associated entities inside of the same project. And that's really the only question I see so far. So if anybody has any additional questions, now is your chance to either type them into the chat field or the q and a window, or like Christian said, if you wanna raise your hand and speak, we can unmute you as well. And if you gotta run we're already a little bit over here, so if you gotta run, no worries. Yes. Great question. So the question is, can you customize groupings differently than within PlanGuru? So within PlanGuru let's actually pull up a file again. In PlanGuru, you're probably used to the ability to create groupings within a section. So revenue section, cost of sales section, operating expenses, you can create groups by highlighting a range, right click, create the groups. So you can still do that, and those carry over to to Reach as well. But within Reach, you also have the ability to add additional rows. So, like, if I went to a dashboard here, I went to a financial statements, and I go to edit my p and l. Again, when you edit one of these metrics, it takes you to another tab where up top, once this loads up, it presents you with the dataset, right, the table. Below is all the formatting. So you're able to, you know, add rows in here, and then change the you gotta unlock the statement, and then change the level of the rows. So if I wanted to add another row above this called, like, driving range or something like that, I can then add the row and then just move these to the right to make them underneath that group. And you just set it up once and, you know, that formatting is saved. And anytime you're making changes to PlanGuru, the data's updated in that format that you've created. Hey. So question is, if I choose to have the AI enabled, will the clients who log into their Dackboard see the AI text as well? It's up to you if you wanna give access to the clients for the AI. So, like, if I go to a dashboard here. Dan? Did we lose him? Yeah. I think, I think we lost him. Yeah. You know, we we have run over significantly, so we, you know, respectful of everybody's time. If you gotta if you gotta take off, we get it. I'm I'm happy to sit here and wait another minute or so. Yep. I think I Wi Fi. Can you guys hear me? Yes. It's a little scratchy. Sorry about that, guys. This is still loading. And my Wi Fi is acting up here. So am I coming in clearer now? Give it a try. Alright. So, basically, what I was saying earlier is they'd be able to see that AI the AI button and and have the AI commentary used for them as well. Another question is if I want a graph of quantity sold by item in reach, do I start with adding an assumption worksheet in PlanGuru? The answer to that is absolutely yes. You wanna build it in PlanGuru first, and then that data is synced over to Reach, and you'd be able to record on it. We, you know, we're we're gonna have, an auto sync feature here very shortly. You know? And, we also have some ways to get your data synced on a more you know, on a nightly basis as well. We just have to deploy a little bit of a a bot action. But we can in the meantime, we can we can definitely help you out with that if you need a more frequent refresh. And another, you know, way you can bring in data, you know, outside of PlanGuru is this Google Sheets integration. You know, we didn't really have enough time to touch on it today, but if you have some some, you know, data built out in Excel or Google Sheets that you wanna include in a report that you don't necessarily wanna build out in PlanGuru, you can create a live link to an a Google Sheet as well. Alright. It looks like it's that's it for the questions at the moment. Okay. Well, thanks, everybody. Thanks for joining, Tim. We look forward to seeing our calendar fill up. Yes. Talk to everybody soon. Talk to later. Bye. Take care.