Consolidated Systems

The tutorials in this section detail branch or department planning in order to achieve
accountability and measure profitability

SBU System Navigation (13:39)

Learn how to navigate the Consolidated Strategic Business Unit model.

Click on the links below to view and download Compass training materials.

Monthly_Procedures_Checklist_SBU

Strategic Business Units

Forecasting in the SBU (20:10)

Learn how to use the Departmental View Tab that gives access to branch/department data all in one screen through your Total Plan level or accessing each plan separately and revising projections.

Click on the links below to view and download Compass training materials.

Monthly_Procedures_Checklist_SBU

Strategic Business Units

Funds Pools in the SBU (9:21)

As each branch or department is computed, Compass will automatically balance the sheet using either the Funds Pool In or Funds Pool Out accounts. The use of the Funds Pool accounts allows the User to designate a Cost of Funds usage (Funds Pool In) or Credit for providing funds (Funds Pool Out).

Click on the links below to view and download Compass training materials:

Strategic Business Units

Expense Allocations in the SBU (17:44)
Learn more about the Strategic Business Unit system features that allows the allocation of Direct Expenses between branches or departments.

https://www.screencast.com/t/2l4MFXqq

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