🏗️Products Lists, Budgets & Dashboards

Learn how to use our Product List and Dashboard features to quickly develop ROM budgets and project specifications.

Who would benefit from this session?

• Furniture Dealer Sales, Brand Representatives, Residential Interior Designer, Commercial Interior Designer, Facilities Managers, Project Managers

Step 1: Open the Canvas for this Training

Product Lists, Budgets & Dashboards in Canvas 👈

This "Training Canvas" is in Preview/Viewer mode to all users - If you’d like to edit this Canvas, duplicate the Canvas and edit the duplicated version.

• Use the Training Canvas to follow along as you learn how to create creative sales tools in Canvas - including an exportable spreadsheet of your furniture and accessory specifications, as well as, ROM budgets.

• Helpful Tip: Have access to multiple tabs and/or screens? Make the most of your training session with Canoa University open on one monitor (referring to the Syllabus with helpful articles and the Training Checklist), and the Training Canvas open on the other.

Step 2: Syllabus

You now have your very own teaching assistant and guided support along side the Training Canvas. Below are helpful articles and videos that will help you along the way.

*Also search for articles in the AI Search Bar above

How to use Areas:

Areas are a great way to quickly complete a ROM budget or call out the total price per square foot for a layout or room in a presentation.

• How to use Areas

  • Import and scale a floor plan

  • Add or toggle to the 2D vector product drawings

  • Personalize your Areas over the floor plan

How to use Product Lists:

Put all of that wonderful product data to work with Product Lists. You can rest assure you have accurate furniture counts based on your layout so throw out those highlighters!

• Working with schedules for furniture specification

  • How to add a Product List

  • Customize the view and the data

  • Resize

  • Filter / Sort / Search

Creating a Dashboard in Canvas:

• How to add a Dashboard

  • Everything is a manual input

  • The widgets will interact with your inputs

  • Enter in a Project Discount and Markup

  • Enter in Milestones

• How to create a quick ROM budget

  • You don't need a floor plan to start your ROM. Instead, use Frames & Areas and place your products in your Areas.

  • Create your Dashboard

  • Add discounts per line item

• Download your Product List

• Export your Dashboard

Creating Presentations in Canvas:

• Let's use Templates to create your own presentation in Canvas
• Use Frames to Organize
• Create a ROM with Projects in Canvas and export it with Frames

  • Add discounts per line item

Step 3: Training Check List

Make sure you've hit all of the important topics by checking off this list.

• Create a New Canvas

  • Either select a Blank Canvas or Choose one of Templates

• Upload a floor plan

  • Divide the floor plan with Areas

    • Make sure each area has a name and is shaded a different color

  • Add products to different Areas

• Add a Product List

  • Filter for specific Areas

  • Filter for either Drawings, Images, or Cards - observe how that changes the quantities in your Product List

  • Click on the Settings / Gear icon to adjust the fields shown in your Product List

    • Check / Uncheck different fields

    • Move fields up & down to re-order them

    • Copy-paste the Product List to maintain the column settings but change the filters

  • Export your Product List as a CSV and check the fields you want to export

    • Open the downloaded file, as well as confirm you received an email with the exported file

• Add a Dashboard

  • Click on the Settings / Gear icon, expand all of the categories and input your project information

    • Include Project Discount and Project Markup

    • Expand the Column Settings

      • Customize the order of the fields

        • Make sure to check Areas, Discount and Markup fields

  • Filter your Areas and select either Drawings, Images or Cards in your Dashboard Product List

  • Alter the Discount and / or Markup per product line and observe how the Net Price and Sell Price changes

  • Adjust the size of your Dashboard

• Export your Dashboard

  • Export as an image file (PNG, JPEG or PDF)

  • Export as a CSV and check the fields you want to export

  • Open the downloaded file, as well as confirm you received an email with the exported file

  • Add a Frame around your Dashboard to include in a presentation or when you select Play

• Create a ROM Budget using the example shown as reference

  • Create and Name an Area

  • Populate it with products

  • Add a Project List and filter for the corresponding Area

  • Add a Dashboard and input in project details, add the Project Discount and Markup

  • Adjust the Column Settings to hide the Discount and Markup fields

  • Explore various export options

Video Recording & Transcript:

• Coming soon

Resources:

📋 Training Canvas - Canvas: Product Lists, Budgets & Dashboards in Canvas

🪑 Bonus - Canoa's main RFP Template Canvas