Business Planning How To Documents

Phase 1: How to Extract Quarterly Business Plan Marketing Detail
Below is the summary of the steps needed to extract your Business Plan Quarterly Update from Cosential. For detailed, step-by-step instruction, please revie...
Fri, Jan 15, 2021 1:16 PM
Phase 2: How to Populate the Business Plan Detail Substantiation
Below is the summary of the steps needed to input Cosential Revenue Projections into the Business Plan Detail Substantiation. For detailed, step-by-step ins...
Wed, Jan 5, 2022 7:29 AM
Business Planning Quick Cheat Sheet
Revenue Projection Tool Set Up and Use Ensure your Revenue Projection Tool is set up correctly with the instructions provided. Deviating from the instruct...
Wed, Jan 5, 2022 7:29 AM
Cosential User Guide: Revenue Projection Grid
Please refer to the attached PDF for instruction on the Revenue Projection Grid.  The document covers: User Settings Filters Grid Functions ...
Wed, Sep 30, 2020 11:52 AM
Cosential User Guide: Goals Grid
Please refer to the attached PDF for instruction on the Goals Grid.  The document covers: What is the Goals Grid? How to Add Goals
Wed, Sep 30, 2020 11:56 AM