How to input initial 8 quarters of financials in Company Settings?

As an Admin, log into and on the home page select the "Add Historical Financial Data" button. For a definition of the four financial terms see this Performance link. There is also a spreadsheet that you can access in order to collect the data prior to inputting into the platform: Download Sample Numbers Template)

If available, you will be inputting 8 prior quarters of financial data. Use the dropdown to start with the oldest quarter, fill in the appropriate fields and submit after each quarter.


In the future you can update new quarters either from the original Admin login page at the top of this tutorial or select the plus sign in the Performance section. It will bring up the same input box as above. Keeping your financials current will show any changes quarter upon quarter.