This course shows you how to set up and memorize (save settings) the most important reports in the financial packet. Reviewing your financials on a monthly basis is critical so that you can respond quickly if the expenses or sales are not meeting your plan. Use these as a tutorial to walk you through the steps to create the reports. Once you create them and memorize them, they will be easy to run. Of course, you have to have a budget or forecast to make these work best, but at least, just get started reviewing the reports.
This is the same set that you received when you joined the newsletter, but in case you haven’t gotten around to creating the reports (or if the emails got lost in cyberspace) here they are again.
To learn more about how to use the reports, I go into much more detail in the Financial Strategy and Planning for Wineries course.