Support articles for advisors

Guidelines to use the GrowthWheel Online software features.

For Advisors - How do I create an ambition?
Introduction The following steps explain how to create an ambition so it will become part of the scoreboard. Ambitions are important to stay focused on the...
Thu, Nov 15, 2018 at 1:44 PM
For Advisors - How do I track progress of an Ambition?
Introduction  The following steps explain how you can share and track progress of ambitions. Determine what ambitions need more attention and what ambition...
Thu, Nov 15, 2018 at 1:45 PM
For Advisors - How do I add Decisions and Actions to the Ambition?
Introduction The following steps explain how to add decisions and actions to an Ambition. You can download the list of ambitions as PDF.  How to do it ...
Thu, Nov 15, 2018 at 1:51 PM
For Advisors - How do I log an Outcome?
Introduction The following steps explain how you can log outcomes, list them under different categories, and label outcomes as results or achievements.  ...
Thu, Mar 21, 2019 at 4:52 AM
Re-publishing Articles
We would be happy to make a re-publishing agreement with you. Here are our re-publishing terms: 1) Only articles (including graphics) can be re-published ...
Fri, Jul 26, 2019 at 3:10 PM
For advisors - Why do clients have inconsistent profit margins?
The "Margin" value in the "Profit" table is calculated by the formula: Margin = Profit / Revenue. Revenue is input on a separate page f...
Wed, Jan 15, 2020 at 11:44 AM
For advisors - Where can I find a map with all my clients?
INTRODUCTION With our Geomap menu, you can see the exact location of all your clients on GrowthWheel Online, and easily access basic information about t...
Wed, Sep 2, 2020 at 4:48 AM
For Advisors - Where do I edit and download the GrowthPlan?
INTRODUCTION   With the GrowthPlan you can print a single PDF document with all the information about how your client plans to grow the company. Edit the ...
Thu, Jun 11, 2020 at 2:19 PM
For Advisors - Financial Overview
INTRODUCTION: Creating a historic overview of a company's finances can be complicated most times. However with GrowthWheel Online you - or your clie...
Sat, Jul 11, 2020 at 1:18 PM
For advisors - How do I create revenue budgets for products and markets?
INTRODUCTION On the two new pages on GrowthWheel Online - “Revenue/Product” and “Revenue/Market” you can find and edit budget information and can in a s...
Wed, Sep 2, 2020 at 5:31 AM