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Resetting the Linked Spreadsheet

Resetting the Linked Spreadsheet

Currently, we used a spreadsheet to power the presentation deck. Each month, our directors fill out their section of the Growth Meeting Spreadsheet to showcase the health of the business. This spreadsheet has formulas to help speed up the calculation process that were once a manual process. This also helps avoid errors.

This means that after every presentation, the data needs to be captured and cleaned up.

 


Saving the Data

Step 1

On the Growth Meeting Spreadsheet, on the menu, click File > Save a Copy

Save a copy of the spreadsheet in the DigMS Growth Project Deck & Data > YYYY Data folder.

The naming convention is:

YYYY-MM Growth Meeting Data


Resetting the Spreadsheet

The spreadsheet contains formulas, which means you don’t want to delete everything or turn all the cells to zeroes. Please follow the Model Spreadsheet, which lays out what cells are to be modified.

  • Greens cells should be 0.

  • Red cells should be -1.

  • White, gray, and yellow cells are not to be modified.

  • The format for dollar amounts is ‘Accounting’ with no decimal points.

  • The format for quantities is ‘General’.

  • There are 3 tabs to modify:

    • Bookings vs. Cancellations

    • Go-Live vs. Churn

    • Individual Charts

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