How do I generate goals and strategies?

You can use AI to set business goals and set strategies to achieve those goals as part of your business plans or account plans. This reduces time spent on manual planning and tracking by offering a structured and automated approach.

Here's how you do it:

1. Navigate to Redwood Sales > Accounts.
2. Drill down to any account.
3. Search for Show Business Plans and click the required business plan.
4. Search for Generate Goals and Strategies.
5. Drag and drop the required files in PDF format. For example, 10K, annual reports, meeting notes and so on.
6. Click Generate.

   AI analyses your files and suggests goals and strategies.

7. Review and select the suggestions as required and click Save.