Introduction

Preferences in the AI Growth Advisor allow you to customize how your organization handles financial data and performance metrics. Setting preferences aligns the system with your business requirements, ensuring consistent and relevant data analysis.

How to Set Preferences in AI Growth Advisor

Follow these steps to set your preferences in AI Growth Advisor:

Accessing Preferences

• Log In: Open your web browser, go to the AI Growth Advisor login page, and enter your credentials.
• Profile Logo: On the main screen, click the profile logo in the top right corner and select Organization from the dropdown menu.
• + Icon: On the organization settings page, click the + icon in the top-right corner and select "Add New".
  
  
  

Setting Preferences

• Navigate to Preferences: On the organization setup page, click the Preferences tab. This is the second step in the setup process.
• Accounting Method: From the dropdown menu, select your preferred accounting basis (e.g., Cash or Accrual).
• Percentile Ranking: Select your method for percentile ranking (e.g., By Value - Default).
• Organization Success Metric: Define your primary success metric for tracking organizational performance.
  

Save and Continue

• Save Preferences: After setting your preferences, click the Save and Continue button at the bottom of the page to proceed to the next setup step.

By following these steps, you can customize the formatting and analysis settings in AI Growth Advisor to best suit your organization's needs.