1. This instructional video will walk you through where to find the master budget file on Kerio & how to download it to your computer for editing or future reference.

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  2. This video explores the Year to Date tab of the master budget

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  3. This informational video instructs you how to navigate the pivot table to view a specific territory or sales manager.

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  4. This video will show you how to add item detail to the pivot table view.

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  5. When you add columns or information to the pivot table, it may require you to "re-freeze" the panes to make it easier to read and analyze - this video shows you how to do that.

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Sales Team Tutorials

Aimee Weber

This channel is for the purpose of posting secured video tutorials for our sales team to teach them to use various reports and tools we have available on Kerio or other file sharing spaces.

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