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.
Alert! Screenshot the minimum with the examples and send a screenshot to the sales rep requesting mark up, CC [email protected]