Marketing Plan Pro 11 Orientation - Getting Help

Duration 3:12

Description

http://www.paloalto.com - This session covers your initial plan setup, built-in help and guidance, financial forecasting, formatting, and publishing your plan (printing & exporting).

Marketing Plan Pro Orientation

  1. Marketing Plan Pro 11 Orientation - Welcome
  2. Marketing Plan Pro 11 Orientation - Plan Setup
  3. Marketing Plan Pro 11 Orientation - The Welcome Screen
  4. Marketing Plan Pro 11 Orientation - Tracking Progress
  5. Marketing Plan Pro 11 Orientation - Getting Help
  6. Marketing Plan Pro 11 Orientation - Financial Forecasting
  7. Marketing Plan Pro 11 Orientation - Tasks vs Outine
  8. Marketing Plan Pro 11 Orientation - Publishing your plan

Transcript

Other things to note about the actual spreadsheets themselves is if you're not getting enough information from the instructions about how to fill in or enter your information in any of the spreadsheets in the plan you can press the F1 key at the top of the keyboard that's going to launch our help file and bring up help topic specifically about the sales forecast table that you're currently working on or whatever spreadsheet you're working on. And this help file will give you all kinds of information about the spreadsheet. A lot more detail than you'd find in the instructions itself so you can look through and read all about sales forecasting you can click the link to see an example of the sales forecast. And then at the bottom here you can click next to go on to the next section about sales forecasting or related topics if you're done reading about the sales forecasting but you'd like to see what other information we have about sales forecasting. This gives you a list of all the different related topics so if maybe we were doing a subscription-based model we might want to read about subscription forecasts. Then we could go to that section and read about that as well. So we try and build all this information into the help file so it's just one or two clicks or keyboard strokes away for you. We can go ahead and just close that help file then it'll be there for us if we need it again the next time we press the F1 key at the top of our keyboard. The other source of help for you is the how-do-I list at the top of the program. We can click the how-do-I list no matter where we're at and the program's going to give us general or frequently asked questions at the top of the list here like how to navigate around in our plan or move around in the plan, how to print our plan, how to insert or remove things from our outline; those types of general guidance questions or frequently asked questions. And then at the bottom we're going to have questions specific to what we're currently working on. So right now we're working on a spreadsheet or a table in the software and all these questions have to do with spreadsheets in the software - How can we delete a row from our spreadsheet, how can we format our spreadsheet, how can we hide rows in the spreadsheet - those types of questions are answered here. Any one of these questions. We can just click a link and it'll bring up the help file on how we hide rows in the software. We can read about that and do it in the software in the background. It's a really good quick way to get help inside the software itself and while we're on the sales forecast spreadsheet, as I said earlier, and we'll just switch to full screen so we can see a little bit better, this is the units-based version of the sales forecast. We're going to forecast out our products and services in monthly increments for the first year. We'll see twelve months here and then the total for the first year and then we'll have annual summaries for the second and third year.