A thorough review process ensures accurate data submission. Follow this guide to review and submit your data effectively.
Before You Begin Review
Ensure you have:
Completed all required fields
Identified your review team
Set aside adequate time for review
Prepared any explanatory notes for significant changes
Conducting the Review
1. Verification
Cross-check entries against source documents
Verify year-over-year changes for reasonability (you can easily do this by hitting "Review Before Submit" and clicking through each of the screens. Nothing is submitted until you actual click "Submit")
Check that the calculated totals on Page 1B (P&L) tie to your audited financials
2. Team Review Process
Have department heads verify their sections
Review any unusual variances or anomalies
Document any necessary explanations
Get executive team approval (if you choose to implement that policy)
3. Final Checks
Clicking "Review and Submit" will automatically walk you through most of the checks, but it's helpful to start with a visual scan of the raw inputs
Ensure all required fields are complete
Review the notes field on page 1a for clarity
Verify that all anomalies are explained
Submitting Your Data
Navigate to the "Review and Submit" screen by clicking the button in the top-right corner of the Data Inputs (make sure you're on the correct fiscal year)
Review the summary of all entered data
Select "yes" to certify accuracy on each line you see
Click "Submit" once you're satisfied with the outputs you see
After Submission
Your data is immediately included in benchmarking reports
Our team will review your submission and will contact you if we have questions
You can track status by navigating to ⚙️ Settings > Analytics Contribution Tracker
Making Post-Submission Changes
If you need to make changes after submitting:
Access the Analytics Contribution Tracker from the ⚙️ Settings menu
Locate your submission
Use the 3-dot menu to reopen and make edits
Submit again when complete (your data will be excluded from the benchmarks until you do this)
Important Notes
All submitted data contributes to industry benchmarks
Accuracy is crucial for reliable comparative analysis
You can reopen and revise your submission as needed
Get Help
Need help with the review process? Contact our support team