Step-by-step guide to refreshing data in the Mark Up Dashboard. | Scribe

    Step-by-step guide to refreshing data in the Mark Up Dashboard.

    • Laura DiNitto |
    • 13 steps |
    • 2 minutes
    1
    Navigate to [https://www.dropbox.com/s/wvxtq5inum0xz4t/Gaby%20Sales%20MU%20Sheet_2%20.xlsx?cloud_editor=excel&dl=0](https://www.dropbox.com/s/wvxtq5inum0xz4t/Gaby%20Sales%20MU%20Sheet_2%20.xlsx?cloud_editor=excel&dl=0)
    2
    Click "Gaby Input Form"
    3
    Under company type the name of the prospect
    4
    Under state type the abbreviation of the state where the prospect is located
    5
    Under WorkersComp type the code (provided by Tanairy)
    6
    Under workers comp description type the description of the workers comp code (provided by Tainary)
    7
    Under workers comp net rate type the net rate of the code (provided by Tainary)
    8
    Under base hourly rate type the pay rate provided on the NCIS
    9
    Under PTO/Sick Days type the PTO/Sick Days provided on the NCIS
    10
    Under estimated gross profit margin type 15%
    11
    Click "Data"
    12
    Click "Refresh All" and find the prospect under company
    13
    Click the mark up under example 1 and change it to the projected mark up on the NCIS. Under example 2 type a higher mark up than the minimum mark up Click here.
    Click the mark up under example 1 and change it to the projected mark up on the NCIS. Under example 2 type a higher mark up than the minimum mark up Click here.
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    Alert! Screenshot the minimum with the examples and send a screenshot to the sales rep requesting mark up, CC [email protected]