How to Setup WhatsApp Notification

Step by Step Guide:

1. Go to Digital CEO

  • Click the Try Digital CEO in CEO Dashboard.
Try Digital CEO

2. Click Options

  • Click the options in Digital CEO

3. Choose WhatsApp to get notifications

  • If you want to receive the notifications, please choose WhatsApp under an Options.
Whatsapp Notifications Activation 3

4. Turn ON/OFF Notifications

  • If you want notifications for certain KPI’s, you can enable them.
  • You will get a notification every day between 9:00 to 10:00 AM IST.
Whatsapp Notifications ON 1
  • Also If you don’t need, you can turn off them.
Whatsapp Notifications OFF 1

5. Which KPIs are receiving notifications through WhatsApp?

You can receive the WhatsApp notification for following Key Performance Indicators.

Sales:

  • Total Sales
  • Top Customer
  • Top Product
  • Total Sales Invoices

Purchase:

  • Total Purchase
  • Top Vendor
  • Top Product
  • Total Purchase Invoices

Expense

  • Total Expenses
  • Expense This Month
  • Most Spending

General

  • Profit & Loss
  • Receivable & Payable

*Note: The most recent financial year data (till last sync data) were delivered via WhatsApp.

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