How do I upload Business Plans which can be viewed by Directors in BLISS?
This feature enables the user (i.e., Admin and editor) to upload excel files pertaining to Financial Performance. This can be used to draw a comparison between current Business Plan and prior period business performance as practiced by the company, which can be viewed and downloaded by user with Director rights.
Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the Company for which you want to upload excel files pertaining to Financial Performance.
Step 2: Click on the Company Data
Step 3: Click on the Financial Performance
Step 4: Click on the Add New Section to upload excel files pertaining to Financial Performance
Step 5: Give a Section title and upload the file you choose to upload
Click on 
to delete an uploaded file.
Use the 
icon to move a section item upwards/downwards.
To view the uploaded file, click on 
Click on 
to hide the file content
Step 6: To download the file, click on the file name
If the excel file has multiple sheets, the sheets will be sequentially placed one below the other