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Working with Notebooks

Wyn Notebooks is your tool for keeping track of your business growth and development. Organized in a single sheet where you can add block components of your choice, it provides the best of both worlds—the continuity and flow of a note-taking app and the robust, detailed charting needed to dive into business analysis.

Whether you are looking to:

  • Track sales performance and revenue trends,

  • View marketing campaign results and conversion metrics,

  • Monitor customer retention and satisfaction scores,

  • Compare product performance across regions or categories,

  • Forecast inventory needs based on seasonal demand,

  • Or simply capture meeting notes, ideas, and to-do lists for yourself—

    Wyn Notebooks gives you the flexibility to combine narrative and data in one place.

To create a notebook, open the Resource Portal or the Document Portal, click (+) Create from the navigation bar and choose Create Notebook, the Notebook designer will open to start building your notebook.