Setting up Telemetry for your clients or business can be done in as little as 15 minutes. Follow the steps below:
1. Create your client org
Log into the Client Management Console
Click "Add Organization" button at the bottom of the Organizations list
Step 1 - Add the organization name / client name
Step 2 - Choose subscription type. If your firm is on a custom plan you do not need to choose a subscription type
Step 3 - Optionally add an email for the admin at the client. Note this will send them an invite to the new organization. If you would prefer to do that after setting up the org, you can come back to add them after
Click "Add" to create the client org
You will be the owner of the added account. To add another firm employee, click the three dot menu next to the client name, select "Add Another Internal Owner", then set which you want to be the Main Contact
2. Connect your ERP
Click the "Connect an ERP" button next to your client org name
Click "Get Started" on the new screen
Select your ERP and log in on the followup screen
ERP connections may take some time to sync all data. We will notify you via email when the process finishes. In the meantime, please watch the video to learn more about all the capabilities you can take advantage of in Telemetry
Once the ERP is connected and the sync has finished, you can now use Insights
3. Create your first custom plan
You can watch a video explaining the full process here
Open your existing spreadsheet plan. Telemetry accepts projections in MS Excel or Google Sheet models.
Install the spreadsheet plugin. Download and follow the software installation instructions
Map your P&L to your ERP using the Connect tab in the plug ins
You can watch a video explaining the full process here
Once complete, publish your spreadsheet plan from the plugin
4. Add your target / budget
Any version of any plan that has been published to Telemetry from a spreadsheet, can be set as a target / budget
To do so
Open the plan on the Telemetry Website at https://app.telemetry.fi
Click on the Versions destination in the plan sub navigation
Click the toggle under "Set as Target" next to the plan version you want to set
Click the three dot menu to give it a more memorable name
Review the Targets configured under the Plan settings
Setting as "Default" will automatically load that target for any comparisons such as the variance table
Note that Targets from any plan can be used as comparisons to other plans when activated in the plan settings
5. Configure month close preferences in Global Settings
When viewing your plans, Telemetry can either update your months in progress with actuals in real time, or continue to show projected until you finalize and publish your plan from Excel or Google Sheets
To update these settings go to the "General Settings" page by clicking the gear icon in the lower left corner of the global navigation
6. Invite your clients
Finally, with the plan now set up, it's time to add your client employees to Telemetry
You can add Admins or Members from the global user management destination by clicking the gear icon in the lower left corner of the global navigation
Admins will have access to all plans plus the ability to edits and publish plans in spreadsheets, add/remove users, add/remove plans, manage data integrations and access the Insights dashboard to explore all data
Members will only have the ability to access plans you have assigned to them. They must be added to plans individually after this step
You can include each Member as an Owner or Viewer to plans using the share function on a plan or sub plan. Click the plus button in the upper right of plan and sub plan views to invite members
Owners can manage the plan settings and add new users to the plans
Viewers can only access the plan with no management capabilities
Congrats! You've given your clients the gift of incredible knowledge with Telemetry.