Uploading your business plan is necessary to view the plan vs. actuals comparison under Forecast & monitoring.

Step-by-step: here's how it's done

1. Click on Data and then on Business plan via the menu on the left.

2. Click on the Add new file button.

Note: We have a template, if you’re not sure how the plan should look like.

3. Upload your file and then confirm. Take note that it might take some time for the plan to be fully uploaded to the platform.

By uploading your business plan, you will be able to see your Plan vs. Actuals insights.