Using the Client Portal for Collaborative Business Planning

This article will guide you through the key steps of using the Client Portal for collaborative planning with Reach Reporting's features.

Step 1: Create Budgets and Forecasts with Reach Reporting

To begin, use Reach Reporting’s 3-way planning and forecasting tool to create a financial projection. This can be a single-year or multi-year forecast. If you're unfamiliar with this process, check out our additional resources on budgeting and forecasting for a more detailed explanation.

Once you've created your budget or forecast:

• Set a status tag for the projection to indicate its progress.
• Track status history to monitor the evolution of your planning.
• If needed, you can clear or update the status tag as planning advances.

Step 2: Share Projections via the Client Portal

When your projections are ready, they can be shared through the Client Portal for seamless collaboration. Here’s how to optimize the sharing process:

1. Customize Access:

   • You can grant individual users either editing or view-only privileges, depending on their role in the planning process.
   • Organize your budgets and forecasts into folders to make it easier for clients and team members to navigate through shared insights.

2. Collaboration:

   • When users have editing privileges, they can make changes to the budgets and forecasts, with updates reflected immediately upon saving.
   • If users have view-only access, they can still contribute by leaving comments. This is a valuable way to track the rationale behind specific decisions and enhance the overall planning efficiency.

3. Notifications:

   • You can choose to notify team members or clients about any new or updated insights shared in the Client Portal, keeping everyone up to date.

Benefits of the Client Portal for Collaborative Planning

Including your budgets and forecasts in the Client Portal turns it into a centralized, secure hub for shared business insights. This transparency allows both clients and team members to stay informed and contribute meaningfully.

• Streamlined Communication: The comment history feature ensures that every planning decision has a clear explanation, reducing misunderstandings.
• Improved Decision-Making: Active collaboration through real-time editing and shared access boosts the overall efficiency of business planning.

Conclusion:

By leveraging Reach Reporting’s budgets and forecasts within the Client Portal, you can foster a collaborative environment that promotes transparency and enhances decision-making for both clients and team members.

If you have any additional questions, feel free to reach out via our chat feature for further assistance.