How to Setup WhatsApp Notification

Step by Step Guide:

1. Go to Digital CEO

• Click the Try Digital CEO in CEO Dashboard.

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.

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.

• Also If you don’t need, you can turn off them.

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.