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Introduction to the overview tab

In this section, you can access a unified view of the company profile, along with rapid insights into the most recent financial figures, employee numbers, and transaction details, which includes various data points such as custom scores, sectors, keywords, assigned users etc.

 

Step-by-Step Guide:

  • Head to “Companies Page”
  • Press “All Companies”
  • Navigate to Company Profile
  • Head to company profile
  • The default tab is your Overview
  • Scroll to review the relevant company data