Navigate to the potentials area. After you have made your relevant settings of accounts, plans and views, there are two ways to enter or update potentials:
- Direct editing
- You can update measures‘ effects directly in the white cells in the respective month and row (Note: monthly view is required!).
- Local editing via Export-/reimport functionality
- Click the functions button Tools and download the table as an Excel export. Make sure to have set the monthly view as well as the correct currency and unit beforehand.
- Update the potentials in the white cells of the relevant month and row. The orange cells in the excel file can not be edited, sums are not calculated automatically.
- Safe the file locally on your computer and return to impact. In the same window again click Tools -> Reimport and upload the file.