When you log into Databook, you can see a top and side menu. Below you can see an explanation of each element.
On the left-hand side, we have the below options:
Home:
The home page is the screen that you will see every time you log into Databook. This is where you will search for and follow your accounts, download automated presentations and briefings for your accounts, view key insights about your accounts and navigate to your accounts to see additional insights
Roadmaps View:
This is the main view of the Strategy Builder. Here, you’ll find all the Strategies that have been created for this account, as well as any relevant Suggested Strategies. From this view, you can create new Roadmaps, inspect Strategy Components, browse Strategy Components to add them to strategies, and present your Roadmaps.
Followed:
This is where you will see your followed accounts' overview. Here we will provide you with the ranking, the company and the Databook score. The right-hand side will provide you with recommended use cases for these companies. On the top right corner, you can click on the 'Metrics' option to see the key value drivers and financial metrics all in one view.
Industries:
Shows the different industry groups on Databook.
Lists:
Lists allow you to create a list of companies for different purposes (e.g., your target accounts for this quarter and companies from a particular industry).
Help:
Clicking on 'Help' takes you to our help articles page, where you can search for what you require assistance with.
On the top menu, we have the below options:
Profile:
This is where you can amend your details and notifications.
For a video tutorial, please see the link below!