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.

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

   AI analyzes your files and suggests goals and strategies.

6. Review the suggestions, select the ones you require, and select Save.