General Instructions - Vacation Version

Thank you for taking care of our growth meeting deck!

Our growth meeting deck has two main components:

• Our directors will be the ultimate decision makers in their discipline when it comes to what numbers should go in their respective cells.

• Each director has the same access and editing permission and can change the data if they do not agree with what they see on the Salesforce reports.

• Likewise, directors can also make a copy of Salesforce reports below and adjust filters to see reports for any timeline.

• Jeremy Olsen will be the best person to consult with regarding cancelation and churn data.

• Abbey Middleton will be the best person to consult with regarding MRR data.

• Alex Cal and anyone on a Windows operating system can refresh each table by right clicking on it and selecting Update Link.

• Alex Cal can help update chart numbers on the presentation.

• The entire PowerPoint presentation can be updated by closing the presentation, reopening it, and clicking Update Links at the Microsoft PowerPoint Security Notice prompt.

Open

• To edit charts on the slide, follow these instructions: https://arinet.atlassian.net/wiki/x/KABiSwE

Data

Bookings (Bookings vs. Cancelation tab)

The sales team is responsible for the following data:

• Sales quantity

• Sales management $

• Sales budget $

Cancelations (Bookings vs. Cancelation tab)

Directors will be responsible for entering cancelation data including:

• Cancel quantity

• Questionable items

• Questionable $

• Cancelled management $

• Cancelled budget $

The data for this information can be found on these reports:

Go-Lives (Go-Live vs. Churn tab)

Directors will be responsible for entering go-Live data including:

• Go-Live quantity

• Go-Live management $

• Go-live budgets $

The data for this information can be found on these reports:

Churn (Go-Live vs. Churn tab)

Directors will be responsible for entering churn data including:

• Churn quantity

• Churn MRR management $

• Churn budget $

The data for this information can be found on these reports:

Individual Charts

Individual charts' data are mostly fed by existing data on other tabs. Here is a list of what will require filling out and who is responsible for those cells:

SEO sales by package - Sales Team

• Sales quantity

• Sales $

SEO cancelations - Lance Shroyer

• Cancel quantity

• Questionable items

• Questionable $

• Cancelled management fees

AEM sales by package - Sales Team

• Sales quantity

• Sales $

AEM cancelations - Brad Cannon

• Cancel quantity

• Questionable items

• Questionable $

• Cancelled management fees