Consolidated Systems

The tutorials in this section detail branch or department planning in order to achieveĀ 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.

Contact

1827 Walden Office Square, Ste. 350
Schaumburg IL 60173

Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200

info@plansmith.com