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Generate Your Custom Financial Reports
Steps to Generate Your Custom Financial Reports 1. Access Reports To generate a financial report, navigate to the Reports section in your left-hand menu. This section provides all reporting tools ...
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Scorecard Overview
How to View Your Scorecard in AI Growth AdvisorStep 1: Log in to Your AccountThe first step in accessing your Scorecard Overview is to log in to your AI Growth Advisor account.Enter your username a...
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What is Data Visualization?
Data Visualization in AI Growth Advisor turns raw data into easy-to-read charts and graphs. Instead of analyzing long tables and numbers, you can see trends, patterns, and insights at a glance. Key...
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How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See "Branding Your Help Center" to learn how. You can also change the design of your Help Center. If you're comfo...
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What are these sections and articles doing here?
This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...
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How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help Cente...
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How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in the languages you support. Here's the workflow for localizing your Help Center content into other ...
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Effortlessly Manage Your Franchise Royalties
OverviewThe Royalties tab provides a powerful and organized view of all your franchise royalty transactions in one place. Instantly track revenue, total royalties collected, invoice statuses, payme...
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How to Setup an Organization
Introduction Setting up your organization in AI Growth Advisor ensures your company’s details are accurately represented, unlocking data processing and strategy recommendations. Proper setup improv...
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User Roles in AI Growth Advisor
The AI Growth Advisor platform offers various user roles, each with distinct responsibilities, permissions, and limitations. Below is a detailed breakdown of each role, outlining their capabilities...