Effective. Efficient. Expeditious.
Your Go-To Knowledge Base for Using Profit First Prophet
Step-by-step tutorials, quick answers, and best practices for using Profit First Prophet to manage your business finances with clarity and confidence.
Whether you’re setting up your account or optimising advanced reporting, this wiki is here to save you time, reduce confusion, and help you get the most from your software.
Committed to Helping Our Clients Succeed
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Getting Started
New to Profit First Prophet? Start here for setup guides, account basics, and first steps to get your financial system running smoothly.
Using Your Account
Learn how to track income, allocate funds, manage cash flow, and stay on top of your Profit First accounts with ease.
Advanced Tools & Reporting
Explore forecasting, advanced reporting, integrations, and expert tips to optimise your financial decision-making.
Committed To Helping You Succeed
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In convallis turpis efficitur enim efficitur pulvinar. Nunc erat nibh, tempor quis volutpat eu, consectetur at ante. Curabitur venenatis orci sed auctor sollicitudin. Curabitur feugiat justo mauris.
Nunc erat nibh, tempor quis volutpat eu, consectetur at ante.
Curabitur venenatis orci sed auctor sollicitudin.
Vestibulum bibendum neque a neque fringilla, eleifend fermen
Upgrade Your Plan
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In convallis turpis efficitur enim efficitur pulvinar.
Lite
Nunc porttitor, diam ut euismod commodo, urna augue dictum lectus in consectetur purus.
Core
Nunc porttitor, diam ut euismod commodo, urna augue dictum lectus in consectetur purus.
Enterprise
Nunc porttitor, diam ut euismod commodo, urna augue dictum lectus in consectetur purus.
Latest Blogs
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Prophet School DIY Fast Track
Prophet School Knowledge Centre
This is your DIY Fast Track Guide
The Profit First Prophet platform is still in it infancy, and we have loads more tutorials to add to these resources, but we are still working out how best to setup the layout and search functionality of our knowledge centre.
So if you have any questions that aren't covered by this DIY Fast Track Guide, email us at [email protected] and we will send you the direct link to the best tutorial for you.
Prophet School DIY Fast Track
Initial Setup - The "Data" phase1
Refine the Picture - The "Plan" phase2
Initial Setup - The "Data" phase
This where we get the initial data setup for your business. The key here is to not get bogged down in detail. Following these tutorials and the "80/20 rule" will give you a ballpark projection in under 1 hour.
Video 1 - Overview - what to expect
Video 2 - Bank account setup
Video 3 - Profit First roll out plan setup
Video 4 - Baseline revenue entry
Video 5 - Baseline expense entry
Video 6 - Bank account balance entry
Video 7 - 12 month projection review
Refine the Picture - The "Plan" phase
Now it's time to understand what the initial pictures are telling you and start building out the level of detail you want in your projections.
Video 8 - Roll out plan review
Video 9 - Update & refine data
The Weekly Process - The "Do" phase
You're all set now to start a incorporating your projections into your allocation process. Our recommendation is to do weekly Profit First allocations to get the most out of this software and the Profit First methodology as a whole (yes yes we know...the book says to allocate on the 10th/25th...but we believe weekly is provides outsized benefits!)
Video 10 - Do the allocation
Video 11 - Do the update & review
The "Review" phase
You've seen this first one before in the "Data" phase but it is worth watching again when looking at your reviews.
12 month projection review
Other tutorials - How to
These videos are referenced in the Fast Track video series
How to import flow labels
How to edit flows data
Scenarios & Features
These videos are referenced in the Fast Track email sequences that help you get up to speed in using and leveraging the software.
Price change scenario
Leveraging the Allocation Calculator to get some quick insights. This is a way to review thought bubbles without having to do a in depth forecast.
Expandable Summary Feature
Direct Navigation Feature
