Exciting Changes at ProjectionSmart!

Oct 23, 2024 by Roger Scherping

Thanks to the continuing feedback that we receive from our users, we are pleased to announce three big changes at ProjectionSmart:

     1. New pricing
     2. Improved report printing
     3. Sharing your company with your trusted advisor



1. NEW PRICING!

ProjectionSmart is now $29 per month!

What is it worth to you to:

  • Stay on top of your numbers every month
  • Anticipate problems and deal with them before they become reality
  • Gain the peace of mind that comes from knowing where your business is going?

ProjectionSmart is the perfect solution, and it’s now only $29 for each company per month.



2. IMPROVED REPORT PRINTING!

We heard your comments that you would like to print the graphs and financial reports all at once, and now you can!

The “View Full Report” button now presents the 7 graphs followed by the 3 projected financial statements all in a clean, 4-page report. For best results you’ll want to print in landscape with no or minimal margins.

So now you can quickly and easily print the results of your projection for closer review or for sharing with your banker or trusted advisor.





3. SHARE YOUR COMPANY WITH YOUR TRUSTED ADVISOR!

You told us that you want the ability to share your company with your trusted advisor online, and now you can. Sharing will give them the ability to review your projection online as easily as you do. We call this a Linked User.
                                        
And trusted advisors can use this feature with their clients, too. Get all of your clients to set you up as a Linked User, and then you can easily access all of your clients’ projections online and offer them your valuable insights. There is no charge to be a Linked User.


Invite a Linked User

You can invite your trusted advisor to share your company via the ProjectionSmart app using the “Add a Linked User” button on the My Account page. They can then easily accept the share via email.
 




Give Access to a Linked User

Once your Linked User accepts, you can easily give them access to any of your companies on the My Companies page. They can then log in and review or make changes to your projection.



 

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