PlanGuru 2011 Videos

Overview

PlanGuru 2011 Video Tutorials

View these videos by selecting an individual video or learn PlanGuru 2011 by choosing the first video tutorial and then clicking the green "Next" arrow to go through the videos in sequence.

Overview Videos

PlanGuru 2011 Overview

Setup / Import Overview

Modeling / Forecasting Methods Overview

Analytics / Reporting Overview

Video Tutorials

I) Set up / Import Tutorials

Adding a New Company

Naming Your Analysis

Defining Time Parameters

Seasonality Profile

Other Set up Options

Importing Data from Excel

Importing Data from QuickBooks

Consolidations

II) Modeling / Forecasting Method Tutorials

Add / Change Category Tool

Subtotals / Supporting Schedules

Forecasting Methods Overview

Entered by User Method

Trend based on Historical Data

Adjust Prior Period

Percent of another Category

Function of a Non-Financial (Formula Method)

Link to an Excel Spreadsheet

Taxes based on Net income

Average Days to Collect - Accounts Receiveable

Cost of Sales - Inventory

Pre Paid Expense

Average Days to Pay - Accounts Payable

Line of Credit

Notes Payable Wizard

Fixed Assets

Disposal of a Fixed Asset

Depreciation / Amortization

Beginning / Ending Inventory

Cash and Retained Earnings

Video Tutorials

III) Analytics / Reporting Tutorials

Budget vs Actuals & Rolling Forecasts

IV) Other Information

Starting from Scratch in PlanGuru