Contents Training dedicated to customers - User Manual

Main sections of the Manual: Content index | First Access? Basics | Time-saving functions |

Business cases

Extraction of target business lists

Reclassify a balance sheet or accounting situation

Developing a Business Plan for a Startup

Research and analysis of competing companies – The Benchmark

Interpret Reports and create presentations for meeting management

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View the detail content of the features to get familiar with.

For new users PREMIUM the following dedicated training sessions are planned

Orientation sessions are an opportunity for new premium or corporate users to familiarize themselves with the service or product they have purchased. Typically, these training sessions take place online and are approximately 60 minutes long. During the session, users can receive information on how to use the service or product, learn the main features and get answers to their questions. The goal of these sessions is to provide new users with all the information they need to start using the service or product efficiently and safely.

Orientation session - Compulsory

When: Within the first 10 accesses
Who: New Premium or Corporate users
How to: Online
Duration: 60 '

Main contents of the training session

Initial settings (login page, AddBlock management, User Manual, Webinar)
AREA PUBLISH, AREA CONFIDENTIAL
Company Research by name, VAT number *
Symbols, multifunction wheel and functions
Home page
First and Second Level Menu
Controls of management schemes balancing
Company not found (+ Upload financial statements, check of registry existence)
Commented Report for companies and for groups
In-depth presentation
Presentation Customization
Transfer of Analysis to Reserved Area
Transfer of companies list to AREA CONFIDENTIAL
Management of reclassification, Benchmark, Business Plan (Hints)
Loading proprietary accounting situations (Hints)
Search by Filters e saving search criteria
Group creation
Purchase Business Information (Surveys, Protests, Cadastre, Foreign Company Financial Statements)
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Session BASE - Mandatory

When: Within the first 30 accesses
Who: New Premium or Corporate users
How to: Online
Duration: 60-90 '
Sections of the Manual: Process Analysis, Source and Reclassification, + Upload Financial Statements, Last period, Benchmark, Business Plan

Main Contents

Research and analysis of a company chosen by the user
Benchmark research and processing
Annual Business Plan and Simulations
Creation of a customized presentation template
Example of Upload of proprietary accounting situation
Q&A

Session ADVANCED - on request

When: If requested
Who: Premium or Corporate users
How to: Online
Duration: 60-90 '

Sample content

Upload and reclassification of proprietary accounting situations
Advanced sector analysis
Customer / Supplier Analysis
Batch uploads
In-depth Business Plan development
Management control
Central Risk Analysis
Band calculation MCC
Calculation DSCR extension
Indicators Analysis LOM
Q&A

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