Welcome aboard! We're absolutely thrilled you're here. Now that you're all signed up and signed in to your account, it's time for a quick rundown on what's what.
First things first. When you logged in for the first time, you were prompted with a System Setup popup. (If you closed out of it, reopen it by going to Admin > System Setup on the left menu bar.) Let's check all the boxes for an optimal experience.
- audITors are audIT users. You're an audITor. Depending on the tier you're subscribed to and your team size, you may want to add additional audITors, but you can leave this for now.
- Enter your company name by clicking the appropriate button. This is only used for display purposes, so no need to enter in an LLC, Inc., or anything else.
- Next, you'll want to upload your company logo. We'll display this throughout the application and on reports you print. Pictures look best at a 16:9 ratio.
- Confirm your company currency. We'll use this throughout the application.
Now, let's move on to setting up a client and generating your first report.
audITees (it'll grow on you, promise) are the people you sell or are selling to. An audIT (the actual presentation) corresponds to one audITee. Let's add a new one!
First, click on audITees on the left menu bar. Then, click Create audITee. We're going to start with Enter Manually, but once you get settled in, you may want to connect an integration and use the Add From Connection option.
Logos are optional and look best at a 16:9 ratio. Feel free to add one if you'd like, they'll help you identify audITees and customize reports later.
Extra fields appear when you set up an audITee as a client (vs. a prospect). Select Client if you want to walk through them now.
Monthly Recurring Revenue (MRR) is the amount of consistent income coming in each month. You may notice inputting different values will automatically change your Review Schedule Frequency. You can customize this globally in settings, or override it on an audITee-by-audITee basis. In another area of the app, we'll display audITees that have upcoming review schedules, allowing you to prioritize larger clients.
Pro tip: if you link an integration and add audITees from there, we'll automatically calculate your MRR for you!
Fill out the remaining fields, hit Create audITee, and you're off to the races!
Your First audIT
Now that your first audITee is set up, you'll want to create a report. We call this the audIT, and your list of audITs, the audIT Trail.
Tired of reading? Check out our video series on the audIT!
To get to your audIT trail, click on audITees on the left menu bar, find your audITee, and click the audIT Trail button. Next, click the Create audIT button.
Let's quickly walk through your audIT Types. All audITs are the same, but the type you select is a helpful categorization tool and will allow you to filter your audITs later. Here's what we recommend:
- Baseline audIT: this is the first audIT you'll create for any audITee.
- Proposed audIT: this is the audIT you'll use to complement a proposal, showing potential improvements.
- Business Review: remember our review schedule frequency from earlier? When you're prompted to conduct a regular review, select this type.
Since this is your first audIT, we'll start with a Baseline audIT. Click Create audIT and open your audIT.
There are a few things going on here, but let's focus on what we call audIT Items. An audIT is made up of up to four groups of nine audIT Items. Each group represents a category like infrastructure or security. Each item within that group represents something you can evaluate and assign a red/yellow/green score to. audIT takes all of this information and computes your audIT Score, on a scale of 0-100.
Building a Category
To set up your first category, click the Add button floating in the void. You can select one of our preset categories, or, if you've purchased our customization add-on, you'll be able to add your own categories using the Categories link in the left menu bar.
Next, click View and Edit Category to set up your grid. Drag and drop nine audIT Items onto the grid. You can start filling out these items here, or navigate back, finishing setting up your audIT, and fill out your items in the summary view.
Filling Out Items
Now it's time to start inputting data into your report. If you prefer to collect data with pen and paper, check out our Fact Finder under Reports > Fact Finder. Once you have data handy, click onto an audIT Item.
For each audIT Item, you'll assign a Summary Statement based on your findings. Taking a cue from basic color psychology, you'll choose between red, yellow, and green. Click a preset statement or create your own! Rinse and repeat across each item.
You may have noted a little number dropdown at the top of each audIT Item. This determines how we weight your audIT Item when calculating the final audIT Score. If an item is more important, increase the weight!
Printing Your audIT
Once you've filled out every audIT Item on your screen, and each category has nine items, you're ready to print your report. (If for some reason you didn't correctly complete your audIT, the print button will be disabled.) To print, click the Reports tab at the top of the page. There are a few options you can tinker with, but we usually start with the first Print Report (PDF Portrait). Easy!
You've just mastered the basics of audIT. Congrats 🎉! — go top off that coffee mug. There's much more to cover, but you're off to a great start. Be sure to come back here often as you continue your journey.