Turning off parts of the plan

Any part of your plan can be switched off by clicking on the square button to the left of the item's name.

When an item is disabled it turns a muted grey, and stops sending any numbers to the Dashboard and Reports. An item that is turned off is still in your plan, and you can still edit it exactly as you would anything else in your plan. 

Using this feature, you can experiment with and test your business without having to constantly add or delete items to achieve different results.

If you have your dashboard or reports open at the same time, you'll see them immediately update when you enable or disable an item.

  • Clicking on the coloured square next to a component will just turn off that single component (the exception being income components with cost of sales or inventory attached).
  • Clicking on the grey square next to a group will turn off all the components inside that group.
  • Clicking on a grey square next to a section will turn off every group (and therefore components) inside that section too.

Turn the item back on by clicking the same button again.

 

What should you use enable/disable for?

Disabling something is a non-destructive way of removing something from your plan. It's perfect for temporarily removing specific activities you don't want to view at the moment or isolating certain parts of your plan to analyse in detail. It's a quick and easy tool for testing out scenarios on the fly. 

Here are some suggested uses:

  • Remove a specific activity. E.g not employing someone, not taking on a specific extra cost, not taking a loan etc. 
  • Isolate parts of your plan. Turning off various parts of your plan will allow you to look at the remaining parts in isolation to judge their performance at a glance.
  • Compare two different activities. Add two versions of the same item and turn them on and off in turn, to see how they change your numbers.
  • Experimenting with different growth ideas. You could create entire sections or groups dedicated to trying out an idea, then turn it on or off to see how it affects the entire business.