About the Course
This lesson is designed to give you a basic understanding of what Shape is, how data flows through the platform, and what managing your budgets looks like. Much of the content that you will see in this course is similar to what you would see in a demo that new customers experience while they are looking to purchase Shape.
Although this content takes the perspective of a high level overview, we still think its a great place for any new user to get started so they can begin their journey with a solid understanding of what to expect and how the various parts of Shape impact and connect with one another.
Course Categories
-
Welcome
- Welcome
- What is Shape?
-
Power Up
- Data Sources
- Clients
-
Build
- Budgets
- Automations
-
Deliver
- The Main Dashboard
- Budget Booster
- Budget Pacer
-
Next Steps
- Next Steps
About the Course
This lesson is designed to give you a basic understanding of what Shape is, how data flows through the platform, and what managing your budgets looks like. Much of the content that you will see in this course is similar to what you would see in a demo that new customers experience while they are looking to purchase Shape.
Although this content takes the perspective of a high level overview, we still think its a great place for any new user to get started so they can begin their journey with a solid understanding of what to expect and how the various parts of Shape impact and connect with one another.
-
Welcome
- Welcome
- What is Shape?
-
Power Up
- Data Sources
- Clients
-
Build
- Budgets
- Automations
-
Deliver
- The Main Dashboard
- Budget Booster
- Budget Pacer
-
Next Steps
- Next Steps