Before you start
Confirm Intelligence 360 is activated and your role has permission to view company-level metrics.
Open the correct workspace
Open Intelligence 360 from the authorized ERP menu and select the intended company.
Complete the operation
Review headline metrics, date range, comparison periods and any active filters.
Review and confirm
Interpret the cards as indicators; check source reports before making financial decisions.
Check the result
Confirm the last refresh or data period if displayed and follow up unexpected numbers.
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