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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
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How to Group accounts on Monthly Data

On the Monthly Data screen, accounts tagged the same can be grouped to provide a sub-total of the accounts within the group, and to reduce the amount of scrolling on screen.

Note there is only one level of grouping, and an account can only belong to one group.

To create Groups and add accounts to a Group:

  1. From the menu, select the Monthly Data screen.
  2. Click the Edit button (top-right).
  3. Click on the 3 dots next to the line to be added to a group. Select Add to Group.
  4. In the ‘Enter the Group Name’ field, type the name for the group (or choose an existing one).
  5. For a new group name, select the name just created (it has a + in front of it).
  6. Click Add to Group.

To remove accounts from a Group:

  1. From the menu, select the Monthly Data screen.
  2. Click the Edit button (top-right).
  3. Click on the 3 dots next to the line to be removed from a group. Select Remove from Group. The account will appear ungrouped and can be added to a different group if needed.

To rename a Group:

  1. From the menu, select the Monthly Data screen.
  2. Click the Edit button (top-right).
  3. Click on the 3 dots next to the group to be renamed. Select Rename Group.
  4. Enter the new name.
  5. Click Rename.

To delete a Group:

  1. From the menu, select the Monthly Data screen.
  2. Click the Edit button (top-right).
  3. Click on the 3 dots next to the group to be deleted. Select Delete Group.
  4. The accounts within the group will appear ungrouped and can be added to a different group if needed.


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