The Actuals tab in Bizplan allows you to manually add or remove financial data to track your actual performance against projections.
Adding an Entry
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Click on the top empty cell to start entering the name and corresponding numbers for each month in the same row.
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If no empty cells are available, refresh the page and a new empty row will show up.
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The row you are working on will be highlighted in orange, indicating that the data is being saved automatically.
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To edit an entry, simply click the cell again and make the necessary changes.
Removing an Entry
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Hover your mouse cursor over the cell on the far right end of the row you want to delete until the 'x' button appears.
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Click on the "x" button to remove the entry immediately.
Important Notes
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Changes, including adding, editing, or deleting entries, may require a page refresh to fully reflect in the system.
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The system automatically saves changes as you enter or modify data.
By following these steps, you can efficiently manage your Actuals data within Bizplan.