Manage Your Clients’ Accounts

We are working on a new feature that will make it easier for you to manage your clients’ accounts on GrowthWheel Online.

Under the “Team” menu you will find a new column where you can see the status of your client: invited, not invited, or not logged in yet. If your client hasn’t logged in yet, you can re-invite your client. If you no longer wish that your client has access to the company profile you can archive your client.

With the new features you will be able to:

  • View your client’s status

  • Manage your client’s information

  • Archive clients


Below, you can see the first mock-ups of how it will look like.


#1 View your client’s status
In the “Team” menu you can now see for all clients if they have been invited or not, and you can choose to re-invite a client if he or she didn’t log in.

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#2 Manage client information
You can now add more detailed information about every client, such as responsibilities, professional and personal skills, and notes, or you can manage user settings.


#3 Archive clients
If you no longer want a client to be visible on the team members page, you can now archive that client.

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Please share your comment below, and take part in the development of the upcoming page.

Help your clients evaluate their business with our upcoming Business Financials

In addition to the Business Profile, you will soon be able to add even more information about your client companies thanks to our new Financials menu that is currently in development.

Financials will help you produce a financial summary of your client’s business, and is essential to assess a company’s progress and growth. You will also be able to download all the data you add to Financials as a complete, visual PDF report.

Currently, we are working on the development of the following financial summaries:

  • Funds received

  • Investment Catalogue

  • Product Forecast

  • Market Forecast

  • Risk Assessment

  • Financial Ratios

  • Revenue

  • Revenue breakdowns

  • Cost structures

  • Employees

  • Profit

  • Balance sheets

Please note that the Financials menu is not a finished product yet: the ideas and mock-ups in this post are still in progress.


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#1 Revenue

Get an overview of your revenue by adding information about the revenue per quarters and revenue by year.


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#2 Revenue Breakdown

In the revenue breakdown, you will be able to add information about revenue per product/service and revenue per market/channel.


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#3 Cost structure

Using the cost structure, you will be able to keep track of all direct costs and all operational costs, divided into different cost categories.





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#4 Employees

Get an overview of all employees by adding information about the employee count by quarter and by year.



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#5 Profit

List gross profit, operating profit and net profit by quarter and by year.



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#6 Balance sheet

The balance sheet is a composition of Assets and Liabilities. By adding records to one category, the same numbers will be added to the other to remain balance.



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#7 Funds received

Add information about received funds such as loans or investments, by quarter or by year.


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#8 Investment catalogue

In the investment catalogue, you will be able to create an overview of your total investments, total return, and accumulated cash flow.


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#9 Product Forecast

Produce a Revenue Forecast per product or per market. Add numbers to the product forecast by quarter or for the next three years.





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#10 Market Forecast

The Revenue Forecast helps you decide what products or markets are going to drive growth. Add numbers to the market forecast by quarter or for the next three years.


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#11 Risk Assessment

Assess risks by adding information about likelihood, consequences and counter measures





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#12 Financial Ratios

Evaluate the overall financial condition of your organization with Financial Ratios




Ideas or suggestions? Please share your comment below, and take part in the development of the upcoming menu.

Update to the Business Profile: Customer References

In the Business Profile you can already add information like market and customer segment. With the the new menu “Markets and Customers” you will be able to add information about those customers that can serve as references.

You will be able to:

  • Create new customer references

  • Download all customer references as a visual PDF

  • View all customer references on GrowthWheel Online

Below you can see what it will look like.


#1 Create new customer reference
Add a name, status, description, and the year the customer was acquired. You can also upload an image of the customer or a logo.

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#2 Download as PDF
Download the customer references and their information as a PDF file so you can easily share or print your personal overview of references.

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#3 View on GrowthWheel Online
You can see all the references you’ve created under Markets & Customers on GrowthWheel Online, or share your list with others by adding them to the team.

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Please share your comment below, and take part in the development of the upcoming page.

New menu in GO: Create and schedule events for training courses in “Services”

With our new menu “Services”, advisors will be able to create and schedule events for courses, workshops, or other types of training in their center. 

This feature will give you many new possibilities. When creating a new event, detailed information can be added to each training ranging from topic, language, partners, instructor, duration, and much more.

Starting with the List page, advisors create templates of programs. This is followed by customizing and scheduling the events on the calendar page. Once the event is over, it will become visible on the History page, where advisors can add the participants. Finally, statistics are available for all created programs.

All the information added within “Services” can be downloaded as PDF files.

Using this page, business advisors and their clients can stay informed about every event that is happening within your organization. 


#1 View trainings in your list
The list tab gives you an overview of all created events and their details.

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#2 Monitor past events within history
Stay updated on who joined what events in the past, what topics have been addressed, and much more. 

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#3 View event analytics
Get a visual overview on the number of trainings, participants, type of events, and top 10 instructors within the analytics page.

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#4 Download as PDF
All the information added to Services can be downloaded as PDF files

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Please share your comment below, and take part in the development of the upcoming page.

Re-designed Client Profile Page with Additional Information

When you click on a team member's name, a pop-up will appear with a new layout of your client profiles.

The pop-up will show the data your client team members have added to their profile and some additional data. In this way, there is always easy access to the data about your clients. 

With the new client profile page you will be able to do the following: 

  • add notes
  • download pdf of team member profile
  • add job responsibilities 
  • add professional skills

 


We want to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator. 

Please share your comments below, and take part in the development of the upcoming page.

For managers: Save your organization time and upload the tools at once

We have a new feature in the pipeline for managers. As a manager, you will soon be able to upload tools to the entire organization or some of your employees on GrowthWheel Online. The feature will help managers customize a program to the advisors they can use with clients and more.

  • Make it easier to manage the agenda for the entire organization,  when you take the decisions they get more time to focus helping client companies.
  • Increase the productivity of the team by uploading the tools at once. 
  • Provide your organization with homework, if you would encourage that your employees get greater insight into specific tools.  You could e.g. send them an article to read every week. 

Please share your comment below, and take part in the development of the upcoming page.

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We want to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator. 

Balance Sheet page coming to the Business Profile

We're working on a Balance Sheet page to be a part of the Business Profile. This is an add-on to the financial pages we already have for revenue and profit.

The Balance Sheet will be simple and visual, taking up one page and include a chart to showcase the distribution of assets and liabilities. It will contain categories so it's easy to create, even for clients who lack fluency in accounting.

The Balance Sheet will also be 'smart' in the way that Total Assets will always be equal to Total Liabilities. When an asset is added automatically, an uncategorized liability will be added to make the balance sheet stabilize until a liability is added to provide a specification.

We hope this upcoming page will make the Business Profile even more useful as a supplement to the lending applications for clients.

Please share your comments below, and take part in the development of the upcoming page.

 


We want to provide you the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator.