How CFO Scoreboard generates the figures and insights shown on the Reports screen
2 articles
2 articles
5 articles
8 articles
4 articles
5 articles
Video overviews from Keith on how CFO Scoreboard works!
8 articles
How to handle the Classify screen, and best practices for setting classifications
1 article
How to use drop-down selectors on the main screens, and change company settings
7 articles
Understand quickly how to make use of each of the key widgets on the Reports page
11 articles
Get the most value out of the various Trends screens in CFO Scoreboard
4 articles
How to use the business simulator, aka What If scenario screen
1 article
Setting up Helpers, renewing, etc.
3 articles
Questions on what to do with the graphs and metrics within CFO Scoreboard
2 articles
Uploading, reading reports, manipulating data
4 articles
The most important first steps
6 articles
How to get your Excel documents ready for upload
4 articles
Getting through common upload steps and points of friction
4 articles
App enhancements and capabilities
1 article
How to export from many popular accounting platforms, for use in CFO Scoreboard
8 articles
General guidelines on how to setup your files for import
2 articles
How to understand upload errors, and how to resolve them!
8 articles