Sample Company Overview

The Build section of the knowledge base is centered on the concept of building out an entire instance of SimplyComp for a sample company. You can easily use your own company (plans, users, and data) instead of building out the sample company. 

Through this walkthrough we will be building one plan, importing data, mapping data, and calculating results to illustrate the full end-to-end flow of SimplyComp. The basis of our build will be similar to the plans found in the Test Drive environment. Feel free to review those plans to get a background of the goal of our build. We will specifically focus on the Account Executive plan.  

Sample Data

Below are two sample files you can use to assist with the build walkthrough. The help content will walk through building the system using these files as an example. However, if you have your own data ready, feel free to use those instead.

Data File: 2019_Orders.csv

Users File: UsersSheet.csv

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