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Overview
Ed Moore avatar
Written by Ed Moore
Updated over 2 months ago

In this article, you'll learn how to navigate and utilize the account overview tab for comprehensive company insights.

Step 1: Start by exploring the overview tab within an account. This tab provides high-level information about the company, including its revenue sources, losses, focus areas, and a SWOT analysis.

Step 2: Next, navigate to the strategies and risks tab. Here, you'll find details about the company's strategic priorities, goals, digital strategies, and potential risks.

Step 3: For each insight, look for the sources icon. Click on it to trace the origin of the insight.

Step 4: Click on each source to access the specific section of the company's annual report, webpage, or earnings call that provided the data.

Step 5: To delve deeper into the company's structure, visit the org structure tab. Here, you're able to explore the company's different divisions.

Step 6: Click on each division to view a summary, the division's priorities, challenges, digital strategies, and key executives.

Step 7: If you're analyzing a public business, we provide an analysis of each of their quarterly earnings calls. This allows you to understand new strategies, summaries, quotes, and potential challenges and headwinds.

And that's it! You're now equipped to fully utilize the account overview tab for comprehensive company insights.

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