Creating a Business Plan

Create and edit sales goals for producers and underwriters

Applies to:

  • Sales & Production 

This article explains how to access, edit, and review business plans or forecasts within BindHQ.

Step 1: Select the "Business Plans" module from the "Profile" menu.

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Step 2: Select the business planning year e.g. 2022

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Step 3: Enter in the monthly "Revenue" targets, click "save plan" and you are done. The production "board" will automatically be updated with these new targets.

Business Plan