Follow these steps

  1. 01

    Start on Dashboard

    The dashboard presents summary cards and entry points to the analysis modules. Cards may be empty until you complete or save an analysis.

  2. 02

    Open a module

    Use navigation to enter Financial Health, Cash Flow Engine, Growth Intelligence, Decision Simulator, or Capital Planning.

  3. 03

    Find saved work

    Reports and Progress Tracker provide different views of saved analyses and history. They are not the same as the beta feedback portal.

  4. 04

    Use the built-in learning tools

    Financial Fundamentals explains statements, while the Glossary defines common terms. Tooltips beside metrics provide shorter definitions.

  5. 05

    Keep the context

    When switching modules, confirm that the reporting period and source values are appropriate for each analysis.

KEEP IN MIND

The current beta interface may differ from this source-based guide.

What to do next

Use the result to ask a specific business question, then verify the figures and assumptions before acting. If a label or control has moved, refer to the current app interface.

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