User guide¶
Day-to-day product guides for forecasters, planners, and org admins.
Core workflows¶
| Topic | Guide |
|---|---|
| Product positioning & personas | Product overview |
| Portfolio dashboard | Dashboard |
| Workspaces, scenarios, overrides | Workspaces & scenarios |
| Exports and scheduled reports | Reports & exports |
| Forecast metrics & models | Understanding forecasts |
| Email, Slack, push alerts | Notifications |
| Plans, limits, API usage | Billing & usage |
| Multi-client portfolios | Agency & multi-client |
| Common issues | FAQ & troubleshooting |
Other app areas¶
- Members — invite users, assign roles (owner / admin / analyst / viewer)
- API keys — create keys for REST automation (Growth+)
- Settings — org name, industry, Slack webhooks, retention, locale
- Profile — language, view mode (simple/technical), sessions
See Workspaces & scenarios for upload, compare, and workflow detail.
Roles¶
| Role | Typical access |
|---|---|
| Viewer | Dashboard, workspaces (read), notifications (own) |
| Analyst | Run forecasts, upload data, overrides |
| Admin | Members, billing, usage, API keys, settings |
| Owner | Same as admin plus org deletion |
View modes¶
Toggle Simple vs Technical from the top bar or Profile:
- Simple — accuracy score (0–100), plain-language labels
- Technical — WAPE, bias, raw portfolio metrics
Both modes show the same underlying data.