What is "Business Insights," and how do I find it?

Botkeeper's business insights provide you and your clients with helpful insights into both financial and non-financial data on a centralized platform available 24/7.

Botkeeper's business insights provide you and your clients with helpful insights into both financial and non-financial data on a centralized platform available 24/7.

To view a client Business Insights dashboard take the following steps:

Partner Portal View

1. Click on Business Insights from the left menu pane.
2. Use the client drop-down list, from the upper left field on the dashboard, to select a client you would like to view the dashboard for.
3. Your client dashboard will appear on screen for your review.

Client Portal View

1. Enter a client name in the Navigate by Client search box on the left menu pane.
2. Click on Business Insights from the left menu pane.
3. Your client dashboard will appear on screen for your review.