Click "Sync to Web App" in the Add-In to inform Drivepoint of your Excel changes.
We recommend to sync to Drivepoint after your working session in any given Plan is done for the day. See the examples below with concise use cases.
See a video walk-through of the use case here.
You just raised money and added every detail to the SmartModel™. In order for the team to immediately see all of the changes in the main Plans table and Visualize feature, you should sync the SmartModel™ to push the changes to the cloud so that the Web App knows about the category changes you made. After the sync is complete, the main plans table shows the future cash investment so my co-founders can immediately see the impact on EoP cash by the end of 2027.
You accidentally mapped Facebook Ads as Direct Advertising Spend: Marketplace. It should be mapped to Direct Advertising Spend: DTC. You re-map the expense in the Drivepoint Add-In (see mapping QBO) and re-import the data. Now, you want to export the updated P&L report from the Web-App. You sync the model. After your sync is complete, the P&L Report now shows Facebook Ad Spend in the Direct Advertising DTC bucket.
You want to figure out which of the three loan providers is the best option given the company's long term goals. You branch off three different plans, one for each loan provider, and play around with the numbers extensively. Once you feel good about your work, you sync them to Drivepoint. Once the sync is complete, you can select the three plans from the Web-App to compare them across key metrics or visualization feature to get a better understanding of their impact on the business.
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