| No | Form Name | Description | Section | Fields | Steps |
|---|
| 1 | | - This is where you input and submit your company details, demographics and accounting period setup.
| - Client Info Fields
- Demographics
- Accounting period
|
| 1. Update the ff: - Company - input company name
- Address - Input your company address
- Owner/CEO/Contract - input name of CEO, Owner or point of Contact
- Geography - In what geography do you primarily operate?
- Primary Market - Describe the primary market which you operate
- Currency - Please select the currency to which your answers are entered
- Accounting Period - select your accounting period either calendar/fiscal
- Fiscal Month StartStart - select your fiscal month start
2. Click Submit. |
| 2 | | - This is where you setup your configuration for your benchmarking Qs.
- The Include and Exclude Lists radio box provides you the option to include or exclude certain category types you wish to.
- configure your categories
| - Managed Services
- Managed Services Reactive Work
- Managed Services RMM Work
- Managed Services Proactive Work
- Managed Services Automation Tickets
- Professional Services
- RMM Devices
|  Image Added
|
| Note |
|---|
| title | To select all filters by default, empty the field and select the exclude radio box. |
|---|
|
|
|
| 3 | | - For Product or Service Addition
| - Product or Service Addition
|
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