Train the Trainer: Startup Financial Projections

Facilitators:

Chris Wendel

Initiate Program Manager

Stacy Zielinksi

Initiate Director

Jessa Armstrong

Initiate Product Manager

Annie Olds | Business Development Manager & Coach |Venture North

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Initiate Updates

Reminders

• An Introduction to Initiate video has been added to Initiate Invites to Learners to help users get started
• It is also available in Spanish
• Email notifications are sent to Learners when:
• A user is invited to Initiate
• A user is assigned an action item
• Email notifications are sent to Advisors when:
• A user accepts their invite
• A user completes an assigned action item

Coming Soon

• User Management page: Alphabetized and a Business Name column was added
• Column for User ID was added to both Initiate reports
• Knowledge base with tips, product updates, resource announcements and more!

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New & Upcoming Resources

• Where and How to Sell Your Products Online
• Setting Up Your Chart of Accounts
• Setting Prices That Cover Costs and Bring in Profits
• Profit Margins | What They Tell You, and How to Calculate Them
• Cost of Goods Sold (COGS) What it is & What’s Included

• Markup vs Margin Calculator (Title TBD)
• Calculating Your Gross Profit & Sales Projections
• Manufacturer's Guide to Sales & Gross Profit Planning
• Determining Your Break-Even Sales
• Beyond Break-Even | Planning for Sales & Profits
• Sales & Gross Profit Planning for Service Business

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New

Upcoming New & Updated

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