Business Guidance System v1.1 Release Notes Release Date: December 2, 2024 Version: v1.1 Business Guidance System for Advisors v1.1 is officially released to production. This version reflects the latest features and updates. Below is a summary of the ...
For our financial model, we pull the Profit Loss Statement and Balance Sheet. For our customer and product models, we will pull Sales Data (Sales by customer detail, customer contact list) and Vendor Data (check detail). These reports vary depending ...
Release Notes for v1.2 New Feature: "Communicate" Menu Item – Vitals Report February 13, 2025 Overview We are excited to introduce the "Communicate" menu item in the Business Guidance System (BGS). This new feature provides an intuitive and visually ...