# Products Lists, Budgets & Dashboards

## Who would benefit from this session? <a href="#who-would-benefit-from-this-session" id="who-would-benefit-from-this-session"></a>

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

## Step 1: Open the Canvas for this Training <a href="#step-1-open-the-canvas-for-this-training" id="step-1-open-the-canvas-for-this-training"></a>

[<mark style="color:purple;">**Product Lists, Budgets & Dashboards in Canvas**</mark>](https://www.canoa.supply/canvas/sophisticated-pineapple-f4dc2Xve1n) <mark style="color:purple;">**👈**</mark>

{% hint style="info" %}
This "**Training** **Canvas**" is in Preview/Viewer mode to all users - If you’d like to edit this Canvas, [**duplicate**](https://help.canoa.supply/docs/canvas/how-to-create-a-furniture-and-accessories-presentation#duplicate-delete-rename) the Canvas and edit the duplicated version.
{% endhint %}

* 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 <a href="#step-2-syllabus" id="step-2-syllabus"></a>

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: <a href="#how-to-use-areas" id="how-to-use-areas"></a>

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**](https://help.canoa.supply/docs/projects/working-with-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: <a href="#how-to-use-schedules" id="how-to-use-schedules"></a>

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**](https://help.canoa.supply/docs/canvas/working-with-schedules-for-furniture-specification/how-to-create-a-furniture-schedule)
  * [ ] How to add a Product List
  * [ ] Customize the view and the data
  * [ ] Resize
  * [ ] Filter / Sort / Search

### Creating a Dashboard in Canvas: <a href="#creating-a-project-in-canvas" id="creating-a-project-in-canvas"></a>

* [ ] [**How to add a Dashboard**](https://help.canoa.supply/docs/projects/creating-a-project)
  * [ ] 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: <a href="#creating-presentations-in-canvas" id="creating-presentations-in-canvas"></a>

* Let's use [**Templates**](https://help.canoa.supply/docs/canvas/working-with-templates-and-community-canvases) to [**create your own presentation in Canvas**](https://help.canoa.supply/docs/canvas/how-to-create-a-furniture-and-accessories-presentation)
* [**Use Frames to Organize**](https://help.canoa.supply/docs/canvas/working-with-frames/how-to-group-images-and-organize-your-canvas-with-frames)
* Create a ROM with Projects in Canvas and [**export it with Frames**](https://help.canoa.supply/docs/canvas/working-with-frames/how-to-use-frames-to-export-or-print-your-canvas)
  * Add discounts per line item

## Step 3: Training Check List <a href="#step-3-training-check-list" id="step-3-training-check-list"></a>

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&#x20;
    * [ ] Check / Uncheck different fields
    * [ ] Move fields up & down to re-order them&#x20;
    * [ ] 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: <a href="#video-recording-and-transcript" id="video-recording-and-transcript"></a>

* *Coming soon*

## Resources: <a href="#resources" id="resources"></a>

**📋 Training Canvas** - Canvas: [<mark style="color:purple;">**Product Lists, Budgets & Dashboards in Canvas**</mark>](https://www.canoa.supply/canvas/sophisticated-pineapple-f4dc2Xve1n)&#x20;

**🪑 Bonus** - Canoa's main [<mark style="color:purple;">**RFP Template**</mark>](https://www.canoa.supply/canvas/serendipitous-pomegranate-aiCAaHQhQD?vx=-1528\&vy=-1070\&vw=13080\&vh=6325) Canvas


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