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Rob HamiltonDigits Team

Customizing Digits Reports

Create a robust executive summary with clear variance drivers within minutesTutorial

As much as everyone wants to do more advisory work for their clients, at the end of the day, it just takes a ton of time to do well. The analysis can take hours for just a single client and then organizing that analysis into a narrative for the client to find value adds on even more time. Luckily, with Digits Reports, we do most of the analysis work for you and then allow you to quickly construct an executive summary in your own language that the client can easily grasp and pull value from. 1. Based on what the client cares about seeing I begin to construct the executive summary to support it 2. Head to each line item that the client cares about and look at the insight in the hover over.3. If the movement highlighted is relevant, click the "Add to executive summary" button 4. From there, if you want to find more interesting things to note for a category, click on the options button in the left side 5. Choose any one of the options (MoM, YoY, % of income, % of total, ect.) and use t

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14 hours ago

AndrewProduct

🔒 Labs

Digits Advisory Tools: Now in LabsLabs

I’m excited to share a set of new tools we’ve been building: Digits Advisory Tools!Digits Advisory ToolsDigits Burn and Digits Sales, the first two tools in our Advisory Tools, kicks off our goal with these tools to make you the ultimate advisor.Wow and dazzle your clients with incredible visibility and insight -- at a moment’s notice.Built on top of our powerful Living Model, our team took a massive leap forward using machine learning and AI to give you the power of an entire team of analysts. Individually - for every single one of your clients!No setup required. Just click on the icons on your dashboard and it’ll just work, fully preconfigured for each of your clients.Incredible advantageNow you won’t need to spend hours pouring over financials to do analysis to find the perfect nuggets for your client. Let your competitors do that time consuming work. Meanwhile, you and your team will be deep diving into clients with speed and ease to drive real value to your clients. Now, a bit mor

115635

14 hours ago

kolsonNew Decimal

Platform: Delete a client from your firm's listNew

It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.Clients come and go often so it is alot of extra work to have to email supprt to remove one. Thanks!

8 days ago

JR GarciaNew Decimal

General

Profit and Loss monthly report

Hello--how do I get a YTD report for say July 2022 but total by month? I want to see each month on the report. Thank you.

14 days ago

K KruegerAdvisory Board

Ana CruzNew Decimal

General

Reports

I noticed that my august report says Draft not published like my July report. I’m not sure what I did for the previous month to move to published instead of draft. Thanks

22 days ago

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Building the Future. Together.

Currently in Labs

Latest updates from Digits

The Digits Community

Create a robust executive summary with clear variance drivers within minutesTutorial

Digits Advisory Tools: Now in LabsLabs

Platform: Delete a client from your firm's listNew

platformsNew

Customization options for Profit & Loss ReportTutorial

Please add CAD currency supportNew

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