Menu
Download the template financial model in Excel here. This is designed to be a simple end-to-end financial model for an early-stage startup. The model outputs standard financial statements and key operating metrics based on a wide range of user inputs, and is highly customizable and entirely transparent. Mar 12, 2013 - Company Snapshots are infographics that provide an overview of an organization's background as well as its current and future operations. The goal is to provide this information in a succinct, visual, and intuitive format for the average investor. See more ideas about Infographic, Metal company and Company portfolio.
One of the reasons QuickBooks is so popular is the ease in which you can get reports of your financial activity. On summary reports you can “drill down” on a specific number in a report to see the underlying transactions; taking out the guess work of where a number came from.
In Chapter 14 of Laura Madeira’s QuickBooks 2013 In Depth you will learn about the many ways you can access, modify, and memorize often-used reports.
The Company Snapshot (see below) is one convenient place to review company information and perform important tasks. The QuickBooks Company Snapshot offers a real-time view of your company’s critical information. The Company Snapshot provides insight into your business using a variety of analytic and performance indicators readymade for your use.
The Company Snapshot offers a wealth of useful information.
Customizing the Company Snapshot
QuickBooks offers the capability to customize the snapshot information on both a user and company-file specific basis, which can be helpful in multiuser environments. To customize your Company Snapshot, follow these steps:
- From the menu bar, select Company, Company Snapshot to view the default graphs and reports.
- Click Add Content to view and select from additional graphs and reports, as shown here:Customize the Company Snapshot by adding or removing content.
- Click the + Add button next to a graph or report to add it to your Company Snapshot.
- Click Restore Default to remove any graphs or reports you added.
- Click Done to view your modified Company Snapshot.
- To rearrange the order or placement of a graph and report, click and hold your left mouse button (a four-pointed arrow displays) drag the item to a new location, and release the button.
- If you wish to print the details of the snapshot, select one of the following options from the Print menu in the upper-right corner to print your snapshot, or prepare it for printing: Print, Print Preview, or Set Orientation.
Get an immediate view of the bottom line of your business with these reports available on the QuickBooks Company Snapshot:
Account Balances—View Balance Sheet accounts by default is shown. You can add any other account type to this view by clicking the Select Accounts link.
Previous Year Income Comparison—View how much money you are making this year compared to previous years for any or all accounts. You can view monthly, quarterly, weekly, or yearly comparisons.
Income Breakdown—View your company’s largest sources of income.
Previous Year Expense Comparison—Compare how much money you are spending this year to previous years for any or all accounts. You can view monthly, quarterly, weekly, or yearly comparisons.
Expense Breakdown—View your company’s biggest expenses.
Income and Expense Trend Graph—View where the money goes in and out of your business.
Top Customers by Sales—Easily report on who your top five customers are based on sales for a given period of time.
Best Selling Items—Know which items and services customers are buying the most during a given period of time. You can view the data by amount or by units.
Customers Who Owe Money—Review those customers who owe your company money. Overdue items are shown in red. To sort any of the columns, click the column header in any of the panes. The Due Date shown is the earliest due date for all invoices or statement charges for that customer.
Top Vendors by Expense—View your top five vendors based on expenses for a given period of time.
Vendors to Pay—Skip running the aged payable report by adding this section to your Company Snapshot. Amounts shown in red are past due. To sort any of the columns, click the column header. The Due Date shown is the earliest due date that the vendor bills are due. The Amt Due column is the total ending balance for that vendor.
Reminders—Never forget important tasks. Include these critical reminders on your Company Snapshot. Click the Set Preferences link in the Reminders box to customize what information you want displayed.
![Company Snapshot Template Company Snapshot Template](http://www.quick-training.com/wp-content/uploads/2013/05/14.1.bmp)
A word ofcaution: If your company has created user restrictions in QuickBooks, users will have access only to activities of the Company Snapshot that they have permission to access. If you do not want users to see the Income and Expense of the company, you will have to set restrictions for both the Sensitive Accounting Activities and Sensitive Financial Reporting. To modify a user’s security rights, you must be logged in to the data file as the Admin user. After you have set up the security, log in as that user and verify whether the behavior is what you were expecting. For more comprehensive user security settings, consider using QuickBooks Enterprise Solutions 13.0.
From Laura Madeira’s QuickBooks 2013 In Depth
This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
Not sure what your team is using? Click here.
Introduction
This article explains Admins about how to configure Success Snapshot templates, using Success Snapshot, for CSMs to use in their next Business Review meetings. This feature allows you to create slides using your own pptx (potentially with multiple layouts and elements) as templates, and then add various Gainsight reports wherever needed.
To know more about the benefits and use cases of this feature, refer to the Overview of Success Snapshot article.
Create a New Success Snapshot Template
To create a new Success Snapshot template, as per your business requirement, follow the below sub-steps:
- Navigate to Administration > Analytics > Success Snapshot. You will see a list of Success Snapshot templates, if you have already created some. You can either Edit, Delete or Clone the existing templates, if required.
- Click + SUCCESS SNAPSHOT TEMPLATE, to create a new one. A new window called Create Success Snapshot Template appears.
- Enter the following details:
- Name: Success Snapshot Name
- Design for: Select Account or Relationship (as required)
- Relationship Type: You can see this field when you select Relationship
- Description: Success Snapshot Description (Optional)
- Click CREATE. You will be navigated to the Repository screen where you can select or upload a PPTX.
Upload or Select PPTX file
On this screen, you will have two sections:
- Repository: is the location where all the templates uploaded until now are stored. You can pick a PPTX from a list of templates in the repository.
- Browse Files: allows you to choose your PPTX from your computer.
- Click Browse Files, if you wish to upload your own PPTX.
- Select the PPTX file from your computer. You may have to wait for few seconds until your business deck gets prepared and analyzed for you to make the changes.
Note: The maximum size of the PPTX file you can upload to Success Snapshot repository is 50 MB.
Once the PPTX gets uploaded, and if you think you have uploaded an incorrect PPTX, click Change PPT, and you will be navigated to the previous screen (Repository screen).
Configure Slides in PPTX
Based on your business requirement, you can now build the slide layouts and can insert Reports, Images, Tokens and Text from Gainsight to the uploaded PPTX.
- Navigate to the Slide on which you want to make edits.
- Select the required element on the slide, to configure with the elements/contents from Gainsight. For example elements from Gainsight can be: Reports, Tokens, Images, Text, etc.
Once you select an element, the EDITOR section appears on the right side of the screen. You will see three elements in the EDITOR Section, namely:- Text (Tokens included)
- Image
- Report
Configure Report in PPTX
To configure Report:
- Select the required element on the slide.
Note: The existing information in the selected element will be overridden by the newly selected report, from Gainsight. If you don’t want to lose the existing information, insert the empty placeholders, and use them to insert the required elements from Gainsight. - Click the Report icon, under the EDITOR Section.
- Select the required report from the Select Report dropdown list.
- Select the required columns from the Choose columns dropdown list.
- Select the Table can overflow checkbox, to allow the records to flow onto the subsequent slides.
For instance, the selected slide has four elements in it, to accommodate the tabular report in the available space, you can uncheck the Table can overflow checkbox, to avoid floating of records.
- Select the Filter data for individual customers checkbox, and then select the Company ID field (GSID), whichever is applicable, from the Fields dropdown list. Enabling this checkbox will allow you to filter data for individual customers.
Notes:
- Ensure that the Report's base object (the object on which the report has been created) has a mapping (or lookup) to the Company ID (GSID). It is not necessary that the Company ID (GSID) fields must be part of the report. All such reports when added to the Success Snapshot will allow you to filter data for individual customers.
- For Success Snapshots created on Relationships, you can see a checkbox called Filter data for individual relationships. Ensure that the Report's base object (the object on which the report has been created) has a mapping (or lookup) to the Relationship Id (GSID). It is not necessary that the Relationship ID fields must be part of the report. All such reports when added to the Success Snapshot will allow you to filter data for individual relationships.
To delete an element inserted from Gainsight, select the element and click the delete/trash icon on the upper right corner of the element.
Configure Image in PPTX
To configure Image:
- Select the required element on the slide.
- Click the Image icon, under the EDITOR Section.
- Select an image from the repository, where all the images uploaded until now are stored (OR) You can also upload a new image by clicking UPLOAD IMAGE.
Configure Tokens and Text in PPTX
To configure Tokens and Text:
- Select the required element on the slide.
- Click the Text icon, under the EDITOR Section.
- Click the Token icon.
- Enter the field name you want to tokenize, in the Search menu. For instance, a field name is tokenized at the end of the slide title.
- Select the required token from the search results.
Note: You can also add the details of the look up fields as Tokens. For example, you can now expand the CSM lookup in the Company object, and select the Name field to add it to Snapshot as a token.
- Select the Text can overflow checkbox, if required to allow the text to overflow out of the element, within the slide.
You can also format the tokens/text entered in the slides, if you wish to. Success Snapshot has the following formatting options:
- Font: A list of fonts are available under the Font dropdown list. You can select the required font from the Font dropdown list.
- Font-size: A list of font sizes available under the Font-size dropdown list. You can select the required font-size from the Font-size dropdown list.
- Styling: You can apply the styles available under Styling section, if required. For example, you can bold, underline, apply bullets, apply list numbering and apply colors using the options under Styling section .
- Alignment: You can align the token/text as required, using the alignment patterns available under Alignment section.
- Link: You can hyperlink the text using the Link option. Select the required text and click the Link icon to insert the URL you wish to hyperlink. Click Save.
Note: The newly added token/text will be honored with the format available on the first word of the text in the existing element (Default), if you didn’t modify the style formatting of the token/text.
Once you have configured the Success Snapshot template, you can also clone or delete and reorder slides, based on your business needs.
Click the SAVE button on the upper right corner of the screen, once all the required configuration is done.
CSMs can now export the Success Snapshot presentation file, from the C360 page. Refer to Export Success Snapshot Presentations for information on how CSMs can export the Success Snapshot presentation from the C360/R360 pages.
Limitation
- C360 Usage section is not yet supported.