🏗️Schedules, Budgets & Projects
This use case will show you how to use our Dashboard feature, as well as, how to start developing personalized templates and ROM budgets for sales & design purposes.
Who would benefit from this session?
Furniture Dealer Sales, Brand Representatives, Residential Interior Designer, Commercial Interior Designer, Facilities Managers, Project Managers
Sign up here 🗓️
Step 1: Open the Canvas for this Training
Schedules, Budgets & Projects 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 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
Schedule basics refresher
Customize the view and the data
Resize
Filter / Sort / Search
Creating a Dashboard in Canvas:
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
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
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 Project:
Upload a floor plan
Add a project and define project details
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 furniture schedule with each Area and its products
Create a presentation Template:
Use Frames to create layouts / presentation pages with:
Snip Plan with furniture layout
Overall floor plan
Schedule
Product cards or product images
Video Recording & Transcript:
Coming soon
Resources:
📋 Homework Guide - Canvas: Schedules, Budgets, and Projects
🪑 Bonus - Canoa's main RFP Template Canvas
Next Steps:
Even though our Use Case trainings have come to an end, the Canoa team is offering additional support:
Office Hours are open! Book time with us on Calendly, and we can walk you through anything you need.
Two additional (optional) training sessions are coming soon:
One will be Sales focused
One will be Design focused
This University Center and Canoa's main Help Docs will always be available
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