Business Plan Integration in Dash SaaS
Introduction
To introduce the detailed documentation of Business Plan Integration within Dash SaaS, this feature serves as a pivotal tool for organizations to outline their strategic objectives, operational tactics, and financial forecasts. Businesses using Dash SaaS can integrate their business plans seamlessly, facilitating comprehensive planning and alignment across departments. This integration enables users to create, update, and track their business plans directly within the platform, ensuring alignment with organizational goals and enhancing accountability. The documentation aims to provide comprehensive guidance on integrating, configuring, and utilizing the Business Plan module within Dash SaaS. Users will learn how to develop strategic initiatives, set measurable goals, and allocate resources effectively using the platform’s robust planning tools. By integrating Business Plan capabilities, Dash SaaS empowers businesses to foster clarity, collaboration, and strategic agility, enabling them to navigate complexities, capitalize on opportunities, and achieve sustainable growth.
Workflow
Installation
So, the following is the installation process of the Business Plan Integration in Dash SaaS with the help of which you can easily access this add-on.
Step 1 : Super Admin Access
The super admin must first add the Business Plan Integration in Dash SaaS by following a few steps.
- Log in to the Super Admin side of Dash SaaS using your credentials.
- Once logged in, navigate to the Add-On Manager module by clicking on it from the admin dashboard or sidebar menu.
- In the Add-On add-ons module, click on the “+” button to initiate the process of adding a new add-on.
- After clicking the “+”, you’ll be prompted to upload the ZIP file of the particular add-on you wish to install. Drop down the ZIP file as instructed.
- Once the ZIP file is uploaded, the add-on will appear on the Add-On Manager Page.
- Simply enable the module by toggling the appropriate switch or button, making it visible to end users.
Step 2 : Company Login Steps
Once the Super admin enables the add-on, the team members will be able to use that add-on easily.
Step 3 : How to use the PEST Analysis Integration – Dash SaaS
- First, navigate to the Business Plan in the Planning section of Dash SaaS. Then, click on the plus button located on the right side to access the “Create Business Plan” page. Fill out your business plan information and click the “Create” button to finalize the process.
- Secondly, return one step and click on the “List View” button located near the plus button to view the list of business plans.
- Thirdly, return back one step again and click on the “Grid View” button next to the List View button to switch to the grid view of business plans.
- Lastly, return back one step again and click on the “Tree View” button next to the Grid View button to view the tree view of business plans. The tree view includes an additional feature of challenges.
So, this is how you can have access to the Business Plan Integration in Dash SaaS
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