Update of the GrowthPlan: Improved Mapping of Ambitions

During the global COVID-19 crisis a large number of companies will need to rethink their business and create new or revised GrowthPlans.

This month, we are releasing new features to our Ambitions page which will support the process of defining and tracking ambitions, milestones, goals, or visions for the future. 

With the updated feature you will now be able to:

• Name various types of Ambitions to your preference (Ambition, Milestone, Target, Objective, Goal, Aim, Vision, or Dream).

• Assign an Ambition to a team member

• Download a page for each Ambition 

• Include each Ambition as a 1-page PDF  in the GrowthPlan. 

• Add all the information to make Ambitions S.M.A.R.T. Goals, which are Specific, Measurable, Actionable, have someone Responsible, and have a Time horizon.

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Define your Ambitions
— Choose the right type

When you are adding or editing an Ambition, you will now see that you can select the type of Ambition that best suits your planning. You get to choose from ambition, milestone, target, objective, goal, aim, vision, and dream.

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One page for Each Ambition
— Print it as PDF

You can now download each Ambition as a single PDF. You can also download all Ambitions as a part of the GrowthPlan PDF report.

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Geomaps: All your clients. On a map!

With our brand new Geomap menu, you can see the exact location of all your clients on GrowthWheel Online.

We are happy to share, that we just released Geomaps, which gives you a visual overview of your clients’ locations and easy access to information about them.

On the Geomap you can see where your clients are located. You can zoom in on the map or search for cities and postal codes in order to find exactly the area you are interested in.

As you zoom in, you can see more details on the map. When you click on a pin, it will show a pop-up with key facts about the client company.

If you are a manager or administrator, you will have a Geomap that shows the location of all the clients in your organization so it’s easy to see where the clients in your entire network are located. This might come in handy when analyzing how your center support local businesses in your area.

This is our very first release of the Geomap feature. Soon, you will also be able to print the map as a nice PDF-report.

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Below you can see a quick video of how Geomaps works.

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Update to Financial Overview: Financial Ratios added

We’re starting off the year with a great improvement to the Financial Overview menu on GrowthWheel Online.  

This month, we are happy to introduce our new Ratios feature where you — or your clients — can now see all the standard financial ratios automatically calculated as soon as basic financial information is entered on other pages, like the Balance Sheet page or Revenue page.

Ratios will now automatically display a certain color by entering the minimum or ideal targets so that you can see the current status of each. This way, you and your clients will get a quick visual overview of the client company's financial situation. 

If a ratio can’t be calculated due to lack of information, you’ll get a warning message showing you exactly on which page you need to add this information in order for it to be calculated.

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Below you can see a quick video of how Ratios works.

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All Ratios Calculated Automatically
— get a quick overview of your client’s financial situation

As always, the Ratios page can be downloaded as a visual PDF file.

You’ll have two options: as a single PDF or as a part of the Full Financial Report.

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Update: Financial Overview now includes Cost Structure

With the new “Cost Structure” page on GrowthWheel Online you can now get a quick visual overview of your client company’s direct and operational costs.

Last month, we released the new Financial Overview menu and PDF — and this month we are making it even better! 

In addition to Revenue, Profit, Balance Sheet, and Funds Received, we have now added a page for Cost Structure. 

The Cost Structure page is “smart” in the sense that it automatically calculates the total costs based on the numbers for revenue and profit on the other pages.

This means that you or your client just have to enter the most important costs and the rest will remain uncategorized. In this way, you can enter and present the most important cost information in a matter of minutes. 

The Cost Structure page does not replace the information clients have in their accounting system. But it’s the fastest way to show the big numbers in a visual way.

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Below you can get a quick introduction to the new Cost Structure page by David Madie, GrowthWheel Founder and CEO.

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An All-new Page for Cost Structure
— Print it as a PDF

As always, you can print the Cost Structure page as a single PDF or as a part of the Financial Overview PDF report.

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New feature: Simple PDF with Financial Overview

In November, we are releasing the new “Financial Overview” menu with all your clients’ financial information — ready to be printed as a PDF and shared with stakeholders.

We have moved the pages with financial information from the Business Profile to their own rightful space: The new “Financial Overview” menu.

Here, you will find information about your clients’:

• Revenue

• Profit

• Balance Sheet

• Employees

• Funds received (NEW)

And this is just the beginning! We will add more financial pages in the near future.

Below you can get a quick introduction to the Financial Overview menu by David Madie, GrowthWheel founder and CEO.

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3 Documents for the Lender
—Same format for all clients

The “Financial Overview” completes the trio of documents your client needs to get good advice and funding:

• The Business Profile with the facts

• The GrowthPlan about the future

• The Financial Overview with the numbers

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All-new Page for Funds Received
— Track your client’s funding

In the “Financial Overview” menu you will now find the new submenu “Funds received”. Here you and your clients can get an overview of the funds the client company has received by quarter and year.

When adding new funds, you can specify the type of funding, the name of the lender or provider, the amount approved, the main use of the funds, if the funding was approved, and the quarter and year.

As always, you can print the page as a PDF report where you can see the total funds received by quarter or year.

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Introducing the GrowthPlan: One PDF with all information about how your client plans to grow the company

This month, we are happy to introduce the new GrowthPlan on GrowthWheel Online. A new PDF document to print alongside the Business Profile.

With the GrowthPlan, you can now with one click print a single PDF document with all the information about how your client plans to grow the company:

• A list of Ambitions

• The 30-60-90 Days Plan with decisions and actions

• The latest 360° Screening of what to focus on

• A list of Outcomes

Each page can still be downloaded one page at a time, or you can download a full GrowthPlan with a nice cover page.

As always, your clients can also print this document themselves when you have given them a free account on GrowthWheel Online.

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Below you can get a quick introduction to the GrowthPlan by David Madie, GrowthWheel Founder and CEO.

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Updated and simplified menus

With the introduction of the GrowthPlan, we have simplified the “My Clients” menu to make it easier to navigate and find the tools and features you are looking for.

There are 3 changes:

• The new GrowthPlan menu combines “Decisions and Actions” and “Scoreboard”

• Client Files have been moved to its own menu (from a submenu)

• All Client Analytics have also been moved to its own menu

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This is only our first release of the new GrowthPlan. We will add more pages to the GrowthPlan in upcoming releases. As always your ideas are welcome. Write us at support@growthwheel.com.

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New release: Improved Balance Sheet

Last month, we released the Balance Sheet. Now, we are releasing 3 new features, that will make it work even better for you!

The Balance Sheet is a new page on the Business Profile on GrowthWheel Online that helps you and your clients get a quick overview of the company’s distribution of assets and liabilities.

With the 3 new features, you can now:

Decide if the Balance Sheet should be visible or not when you download the full Business Profile from GrowthWheel Online

Make Balance Sheets for previous years. This is useful when you are in the middle of the year, like 2019, and would like to see the numbers for last year.

Add the date the Balance Sheet was created. The date will show on the printed Balance Sheet as well.

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The Balance Sheet
—Printed as a single-page PDF

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New release: Get the Big Picture of Your Clients' Assets and Liabilities

Forget all about sending Excel templates back-and-forth! This month, we are releasing a new Balance Sheet on GrowthWheel Online, that will help you and your clients get a quick overview of the company’s distribution of assets and liabilities.

The Balance Sheet is the latest add-on to the Business Profile, where you can already enter financial information like revenue, profit, employee count, and funds.

Even clients who lack fluency in accounting can easily pick and choose from pre-made assets like “cash in bank”, “inventory, and “prepaid expenses” and enter the amounts. Or they can add liabilities like “mortgage”, “private loans”, and “credit cards”.

The chart will immediately show the distribution of the client’s assets and liabilities, and the table will show the totals.

The Balance Sheet is 'smart' in the way that “total assets” will always be equal to “total liabilities”. When an asset is added, an uncategorized liability will automatically be added to make the balance sheet stabilize until a liability is added to provide a specification.

This is just the first release of the Balance Sheet — in a few weeks we are releasing even more features!

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Below you can get an introduction to the Balance Sheet by David Madie, GrowthWheel Founder and CEO.

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The Balance Sheet
—get a quick overview of your client’s assets and liabilities

As always, the Balance Sheet can be printed as a visual one-pager, or as a part of the entire Business Profile, so it’s easy to share with stakeholders or bring along to the bank.

New release: Brush-up of GrowthWheel Online

As you may have noticed, we have given GrowthWheel Online a quick brush-up this summer.

In this release, we have focused on updating a few features that will make it more convenient for you to use GrowthWheel Online.

• We have changed to a new font that is more readable

• An improved client company/manager layout

• The logo on the “My Clients” page is bigger and more visible

• The download button is bigger and easier to find

• Interactions are in a new color
  

We hope these brush-ups will make it easier for you to use GrowthWheel Online to work with your clients!

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Examples of the new layout
—Making it more convenient to use GrowthWheel Online!

The client’s logo is more visible

New view of client interactions

Dark blue download button

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New Release: See a Business Summary in the Business Profile

This month, we are releasing an update to the Business Profile, so you can now see a Business Summary of your clients.

The Business Profile is getting better! With the new update, you can see a Business Summary with just one click. A separate page will appear in your Business Profile, outlining all the values and beliefs, market or customer segments, and customer references you and your client have been working on.

To see the Business Summary go to “My Clients” on GrowthWheel Online and select a client. Under “contact” look for a download button in the top right corner. Then, you choose whether you want a full Business Profile or simply just the Business Summary.

The Business Summary gives you and your client a visual overview of how their organization is performing - it even lists competitors and market players.

The Business Summary will show the progress your client has made and focus on the key aspects of the organization. You can read about the history, mission, product & services, team members and much more! 

The business summary gives a quick and accurate 360° perspective on the company - benefiting both the advisor and the client.

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Unique Business Summary
—get a quick overview of your client’s organization

Email your clients directly from GrowthWheel Online

Today, we are releasing a new feature on GrowthWheel Online that allow you to quickly send emails to your clients directly from the platform.

It’s really easy! Simply choose one of your clients in the “Client list” on GrowthWheel Online and click on the new email icon. You can now send the email to one or more team members from your client company. You can also add cc or bcc receivers - like a colleague or a CRM-integration.

For your convenience, we have also created some email templates that makes it easy for you to welcome new clients, invite them for a workshop, confirm a meeting, or follow up on your work together.

This is just the first release of this feature. Soon, you will also have the option to edit and save your own personal email templates for every step in the workflow with clients.

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Save time with ready-made email templates
—A fast and easy way to catch up with clients!

New Analytics Report — All Charts in One PDF

Today, we are releasing an update to the Analytics menu, so that you can now print a visual PDF report with all analytics of your clients.

In the “Analytics” menu you can see all analytics for your clients’:

• Demographics

• Financials

• Decisions and Actions

• Ambitions and Outcomes

• Interactions

Before, you had to print one page at a time, but now you can download a full analytics report with a single click.

As an advisor, you can compile a PDF report with all analytics and upload it to any other CRM system you might be using for reporting. This is a great way to visually show the effects of your work.

Your clients can also view analytics of their company and their work on GrowthWheel Online and use the PDF report to showcase their progress to investors, new partners, clients, or the bank. 

If you are a center manager or network manager, you can see analytics for your entire organization or network. This is a fast way to get the big picture of what the advisors and clients are working on. You can run through the numbers with your team, or use it as a weekly or monthly review of how your clients are progressing.

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Print all analytics as a visual PDF-report
—ready to be shared with stakeholders or used for reporting

You can download all the analytics and reports as a visual PDF and upload it to any other CRM system you might be using for reporting.

New release: Create visual team member profiles to support conversations

Today, we are releasing an update to the team page in the Business Profile, which gives you the opportunity to create visual team member profiles for all employees and board members in your client companies.

The new Team Member Profiles will help business advisors get a quick overview of the client company’s management, employees, and board members.

For each team member you can add information like contact details, educational and professional bio, and role in the company. You can also add sections where you describe the team member’s job responsibilities and professional skills, or demographics for reporting.

The Team Member Profiles support the conversations you are already having with your clients. And by turning your notes into a product in the cloud, you make it much easier for your clients to present their team to stakeholders — or show that they have the required skills to grow the company.

All the new team member profiles can be printed as a visual PDF report — ready to be shared with stakeholders or used for reporting at your center.

On GrowthWheel Online you will be able to:

• Create profiles for each team member in the client company

• Add contact information, responsibilities, professional skills, and demographics

• Print the profile as a visual PDF-report

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Create a Team Member Profile in 3 Easy Steps

#1 Add basic information for each team member

Add information like contact details, educational and professional bio, and role in the company.

#2 Add skills and responsibilities

List the team member’s job responsibilities and professional skills.

#3 Add Client demographics

Add client demographics that you can use for reporting.

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Print the profile as a visual PDF-report
—ready to be shared with stakeholders or used for reporting

New Release: Schedule Future Meetings on GrowthWheel Online

Our February release brings an update to the Interactions menu so you will be able to schedule and invite clients in addition to keeping track of past interactions.

Starting today, you can schedule interactions like meetings, phone calls, and workshops in the “Interactions” menu on GrowthWheel Online — and invite one or more clients to join you.

When you invite a client for a meeting you can use our new customizable email templates that list all the practical details and allow you and your client to copy the meeting to your personal calendar.

In the Interactions menu you will be able to filter planned interactions from past interactions, manage all interactions, and generate analytics.

You can also print all planned and past interactions as a visual PDF you can use for reporting.

On GrowthWheel Online you and your clients will be able to:

• Schedule interactions like meetings, phone calls and workshops and add practical details and purpose of the interaction.

• Copy new meetings to your Google, iCal or Outlook calendar

• View and download all past or planned Interactions on GrowthWheel Online

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3 Easy Steps to Plan Interactions

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#1 Schedule a new interaction

Fill in all relevant information about the new interaction, such as type, date and time, location, and purpose.

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#2 Invite one or more clients

The customizable email templates make it easy to invite your client to join you for a  meeting. You and your client can also copy the meeting to a Google, iCal, or Outlook calendar.

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#3 Manage and download interactions

You can manage all past and scheduled interactions on GrowthWheel Online and download the list as a visual PDF that you can use for reporting.

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New Release: An easy way to put customer references on display

For our first release of 2019, we are launching an update to the Business Profile that makes it possible to display the customers that can serve as your client’s references.

With Customer References your clients can easily show their customer references to lenders or others who receive the company’s business. These references may have positive stories they can share about your client’s products or services.

This feature will be available in the new menu “Customer References” and allows you and your clients to add more detailed information about your client’s customers — in addition to the market and customer segment in the Business Profile.

On GrowthWheel Online you and your clients will be able to:

• Create new Customer References and add details about them

• Download all Customer References as a visual PDF

• View all Customer References on GrowthWheel Online

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3 Easy Steps to Show Customer References

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#1 Create a new reference

Add all the details about each of your client’s customers, such as name, status, description, and the year the customer was acquired.

You can also upload an image or the customer’s logo.

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#2 Download PDF overview

Get a visual overview of your client’s customer references by downloading them as PDF file.

Now you can easily print or share the references with other stakeholders.

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#3 Manage references online

You and your client can view or edit all customer references on GrowthWheel Online in the new menu.

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