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Virtual Marketing Training: Data Assembly in ExecuTrax
April 19, 2022 @ 10:00 am - 1:00 pm CDT
Join us for a series of 3 day virtual events where we’ll tie together the strategic and tactical components of ExecuTrax, the Business Insights Dashboard and Reporting Tool as well as the DocuMatix Digital Platform.
This series is intended for those users who already have or will be getting ExecuTrax, Business Insights and DocuMatix installed prior to class, as much of the training will involve navigating through each of the products.
Areas of focus for this particular session will include:
* Importing Data
* Monthly Balancing
* Lookup Table Review
* FileSet Overview (Daily vs. Monthly)
* Understanding the Status Bar & Navigating FileSets
* Understanding Data points through Filtering
