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Using Reallocate to Enter Adjustments in RealTime CEO

Using Reallocate to Enter Adjustments in RealTime CEO

This tutorial video shows how to enter 3 different types of monthly data adjustments using the reallocate feature in RealTime CEO.

Preparing your CSV files for RTC Upload

Preparing your CSV files for RTC Upload

Tutorial video covering saving an Excel worksheet as a CSV work file and the required editing prior to loading into RealTime CEO.

Loading Monthly Numerical Data Into RealTime CEO

Loading Monthly Numerical Data Into RealTime CEO

This tutorial video covers the process of loading a month of data into RealTime CEO and the required post load data checks.

Account

Data Loading and Tagging

Dashboard

Monthly Data

SON Communication

Forecasting

End of Year Adjustments

Crystal Ball

3W Action Register

SON Communication Summary

SON Communication Summary

Historical Data Entry

Historical Data Entry

Group Accounts

Group Accounts

Crystal Ball

Crystal Ball

3W Action Accountability

3W Action Accountability

Dashboard Overview

Dashboard Overview

Operational Cash Flow

Operational Cash Flow

Operational Profit

Operational Profit

Leverage

Leverage

Return on Operations

Return on Operations

Salary Multiple

Salary Multiple

Son Communication Revenue

Son Communication Revenue

Son Communication People

Son Communication People

Son Communication Material

Son Communication Material

Son Communication Costs Other

Son Communication Costs Other

Son Communication Working Capital

Son Communication Working Capital

Fixed Assets

Fixed Assets

Miscellaneous

Miscellaneous

Indirect Costs

Indirect Costs

Direct Costs

Direct Costs

Engagement Revenue

Engagement Revenue

Marriage Revenue

Marriage Revenue

Forecast Summary

Forecast Summary

Distributions

Distributions

Accounts Receivable

Accounts Receivable

Accounts Payable

Accounts Payable

Inventory

Inventory

Aspirational Revenue

Aspirational Revenue

Normalization of Owners Salaries

Normalization of Owners Salaries

Non Business Adjustments

Non Business Adjustments

Wizard introduction

Wizard introduction

Selecting data files

Selecting data files

Tagging Columns

Tagging Columns

Duplicate Account Name Check

Duplicate Account Name Check

Tagging chart of account options

Tagging chart of account options

Tagging Revenue

Tagging Revenue

Tagging Direct Costs

Tagging Direct Costs

Tagging Indirect Costs

Tagging Indirect Costs

Tagging Net Profit

Tagging Net Profit

Tagging Miscellaneous Income Statement items

Tagging Miscellaneous Income Statement items

Tagging Distributions

Tagging Distributions

Tagging Assets

Tagging Assets

Tagging Liabilities

Tagging Liabilities

Tagging Equity

Tagging Equity

Checking Tags in Previous Periods Income Statement

Checking Tags in Previous Periods Income Statement

Checking Tags in Previous Balance Sheets

Checking Tags in Previous Balance Sheets

Seasonality

Seasonality

Defining Direct and Indirect Costs

Defining Direct and Indirect Costs

Issues to consider when defining Direct and Indirect Costs

Price Change Tables

Price Change Tables

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Podpac

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Managing Partner, Ward Keller