MAFSI BUSINESS BAROMETER REPORTING TOOL HOW-TO GUIDE

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1 MAFSI BUSINESS BAROMETER REPORTING TOOL HOW-TO GUIDE Thank you for taking the time to participate in the MAFSI Business Barometer Surveys. The following guide is intended to make using the Barometer Calculator easier for you. Please note: To begin, simply CLICK HERE to open the calculator excel sheet. Save this document somewhere safe on your computer. Make sure you remember where the document is saved. You will be able to use it each quarter. This is an optional tool and you are not required to use it to complete the barometer survey. If you cannot fill out every line, provide as much information as possible. It is OK to leave blanks. You may provide estimates. If you need assistance, call Greg Manns, CPA, Sr. Vice President of Industry Insights at ext. 108 or him at Thank you!

2 Getting Started - First, you need to open the excel file and select the Instructions tab. This will open all of the instructions for the Barometer Reporting Tool. Please read through all the provided instructions before moving on to another sheet in the file. 2

3 How to Navigate Around - The file has been set up for you with 2 main sheets. The Data Entry sheet and the Current Quarter Summary sheet. To navigate to these sheets, just click on the correct tab at the bottom of the page and then the selected sheet will open. The Data Entry sheet is designed to store all of your historical data. You will need to enter as much of the requested information that you can into this sheet. By entering your historical and current information into the Data Entry sheet it will allow the tool to calculate your percentages for you on the Current Quarter Summary sheet. 3

4 The Data Entry Sheet - The Data Entry sheet is designed to store all of your historical data. You will need to enter as much of the requested information that you can into this sheet. Please remember: If you cannot fill out every line, provide as much information as possible. It is OK to leave blanks. You may provide estimates. If this is your first time using the Business Barometer Reporting Tool you will need to fill in your historical data for the previous year. For example, if it is Q2, 2017, you would need to enter in your historical data for Q1/16, Q2/16, Q3/16, Q4/16, Q1/17. This will allow the reporting tool to calculate all the percentages needed for your current report. As long as you save the most recent version of the tool onto your computer, you will not need to enter in all of this information each time. After that, each quarter all you need to do is open the MAFSI Business Barometer Reporting Tool, enter your information for the current quarter and then go see your results on the Current Quarter Summary sheet. 4

5 A Deeper Look at the Data Entry Sheet - Each column in the sheet as a title name including the Quarter Number and the Year. Please make sure that you enter the information into the correct column. To enter in data, click on the cell you want to fill in, type in the requested information and hit Enter to move on to the cell below. You may also click on a separate cell to move around the sheet. 5

6 In the event you run out of pre-made columns you can easily add more. Copy the entire last column, and then paste it next to the last quarter. You just need to click on the column name tab above the sheet and then select copy by right clicking your mouse. Then, select the empty column name tab next to your last column, right click and select paste. An identical column should appear. All you need to do now is update the information for the column. Update the Quarter Number and Year (if applicable). You now have a new column! If you need help with this, please us at info@mafsi.org or gmanns@industryinsights.com. 6

7 The Current Quarter Summary Sheet - The Current Quarter Summary sheet is where you can see the results you need to submit for the Business Barometer. To make sure you are viewing the correct quarter, you just need to look at the top section of your sheet. In this example, we are viewing Q2/2017. You can see that information in the highlighted section. 7

8 If you need to view a different quarter, click on the current Quarter and a drop-down box will appear. Select the correct quarter you would like to view. The results will automatically update on this page by selecting a new quarter to view. If you need to view a different year, click on the current Year and enter the year as 4 digits, i.e. 20XX. Once you have entered in the new year, press Enter to submit your update and the page. 8

9 Submitting your Barometer Survey- Once you have entered in all of the needed information on the Data Entry sheet and have the correct results displayed on the Current Quarter Summary sheet, you are ready to submit your Barometer Survey. You may print and fax the Current Quarter Summary page to Greg Manns of Industry Insights at or enter the information in column C on the MAFSI Business Barometer located online at: 9

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