Learn how to provide key financial data to your clients.

1. Watch the ‘How To Enter COGs And Record Inventory Lead Times’’ video.
2. Watch the ‘How To Monitor Client Financial Performance’ video.
3. Record your clients cost of goods and current inventory levels into the My Products tool.  
4. Review the Business Dashboard and download a financial report for the previous month to provide to your client.
5. Download the Key Performance Indicators worksheet and complete for your client listing.