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Refresh Your Dataset
Updated yesterday

You can refresh your dataset to retrieve the latest benchmarking data for your business plan.
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How to Refresh Your Dataset

  1. Click the More button menu in the top-right corner.

  2. Select Refresh (if available).

  3. Confirm the refresh action when prompted.

    • Note: Refreshing your dataset may cause some fields to increase or decrease based on updated data.

Enabling the Refresh Option

If there is no refresh option available in the More menu

  1. Click the More button menu in the top-right corner.

  2. Go to ValuPlan Settings.

  3. Navigate to the Buttons section.

  4. Enable the Refresh Dataset option.

Automatic Outdated Data Detection

  1. If the system detects that your dataset is outdated since the last time you accessed the screen, an alert will notify you of new available data.

  2. Click the Refresh link in the alert to update your dataset.

  3. Once refreshed, the notification will disappear.

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