Drivepoint

Core Functions of the Drivepoint Add-In

Intro: Video Walk-Through

Signing In

Right when you log into the Add-In you will land on the Home page. This is like a status page for every Plan.

Home

Click "Sync to Web App" in the Add-In to inform Drivepoint of your Excel changes.

Sync to Drivepoint

Scenario planning made easy with Drivepoint.

Scenario Planning ("Create New Plan")

In order to view plans in the "Compare Plans" or other Variance Review tabs in the SmartModel™ you can import plans to compare them to perform a mid month or…

Import Plans to Compare in SmartModel™

Some common questions we have received from beta customers and their answers.

FAQ on the new Add-In

Forget spending hours of manually copy and pasting data from your data sources. Drivepoint got you with the click of a button.

Import Data

You need to map all of your accounts to Drivepoint categories. The mappings are stored in the Drivepoint cloud and will get pulled into every Plan when importing financial data.

Mapping Financial Accounts

Import All - What's Included?

Rolling the model forward means to replace forecasts with actuals. Click on one of the links below to learn how to roll your model forward once the books for the…

Model Roll Forward

Help! I accidentally rolled forward?!

Find answers and get help from Intercom Support and Community Experts

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