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Step-by-step guide to refreshing data in the Mark Up Dashboard.
0 steps |
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)
Click "Gaby Input Form"
Under company type the name of the prospect
Under state type the abbreviation of the state where the prospect is located
Under WorkersComp type the code (provided by Tanairy)
Under workers comp description type the description of the workers comp code (provided by Tainary)
Under workers comp net rate type the net rate of the code (provided by Tainary)
Under base hourly rate type the pay rate provided on the NCIS
Under PTO/Sick Days type the PTO/Sick Days provided on the NCIS
Under estimated gross profit margin type 15%
Click "Refresh All" and find the prospect under company
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
Alert! Screenshot the minimum with the examples and send a screenshot to the sales rep requesting mark up, CC [email protected]
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