Setting Seasonality in Propel Your Business #
Step 1: Understanding Seasonality
- When you first entered the results of the Health & Value Assessment, you had the option to set seasonality.
- Many users skip this step if they don’t yet have complete financials or aren’t sure about seasonal fluctuations in the business.
Step 2: Navigate to Performance
- Go to the Performance tab within Company Goals.
- Open the Company Goals Dashboard.
Step 3: Export the Dashboard
- From here, you can export or copy to clipboard your dashboard data.
- This gives you a working copy to adjust outside the software.
Step 4: Apply Seasonality Adjustments
- Use your financial data to manually update your planned performance based on seasonality.
- Example: If your business sees higher revenue in Q4, adjust those months upward.
- Conversely, if you have slow summer months, reduce projections accordingly.
Step 5: Update Current and Past Years
- You can adjust seasonality for the current year to better reflect reality.
- You may also go back and apply seasonality to previous years for consistency and improved reporting.