Lesson 4 of 23 · Start
Company Overview
Company Overview is the main hub's front page. It adds up every company under Winston Butler: how many clients and prospects you have, their revenue, expenses and cash as reported in each company's CRM record, and your own revenue and costs from Winston Plan fees, integrations and payroll.
What this tab is for
- Count your clients and prospects
- See the total revenue, expenses and cash your clients report
- See what Winston Butler earns from plan fees, and what it spends
- Jump into any company's workspace from the company rail
Option 1 of 1
Reading the overview
- 1
Check the headline
Under the title, Winston counts your clients and prospects.
- 2
Read their numbers
Their revenue, Their expenses and Their cash add up what each company reports in its CRM record under Financial snapshot.
- 3
Read your numbers
Our revenue is the Winston Plan fees billed to converted clients. Our expenses add up integrations and payroll.
- 4
Open a company
Pick a company from the rail to open its workspace right here.
These figures are only as fresh as each company's CRM record. Update a client's Financial snapshot whenever you check in with them.
Your exercise
Before you finish, open the tab and try:
- Open a client in Client Companies, update its Financial snapshot, then come back and watch the totals change.
Worked through every option above? Finish the lesson to tick it off.
Want more detail? Read Company Overview in the manual.