Most RecentMost ViewedMost LikesYour one-stop automation shop Ever wished that Xplan could just "do it for you"? Download now: Your guide to data in Xplan Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like. Your data glow-up: keeping it sparkling clean Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling. What does the future hold for reporting? Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates. But what's next? Your Xplan optimisation questions, answered I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Time for a data deep clean What happens when your data is too far gone? How dirty is your data? Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame? Get all your data ducks in a row – before it’s too late If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable. Download now: Your guide to Workflows in Xplan Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like. Are you getting the most out of Opportunities? Here are some criminally-underused features which may help you get the most out of Opportunities.
