- Help Center
- Getting Started
- Sheets, Rows, Columns and Views
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Video Walkthroughs 🎥
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Release Notes
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Getting Started
- Let's Model
- Connect your Accounting System
- Mapping Sheets
- Making new sheets and linking rows
- Rolling the model forward each month
- Dashboard and Charts
- Customizing your first view
- Sheets, Rows, Columns and Views
- View Types
- Help Context Menu - Popular
- Collaboration
- Rolling your Model forward each month
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What is OnPlan?
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Onplan Interface & Basic navigation
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Views
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Charts & Dashboard
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Sheet Functionalities
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Other Functionalities
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Scenario Planning & Report Build
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OnPlan Training 101
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Database Administration
What's a Sheet?
A Sheet is meant to model a specific concept. For example, you might have a sheet to model staffing or customers in your pipeline or funding sources. Each model needs at least one spreadsheet.
Example: A model for a sales pipeline could have separate spreadsheets for sales leads, companies, and deal opportunities. Whereas, a model for planning staffing separate spreadsheets for full-time employees and hourly employees.
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