The ELECTE platform brings your data, forecasts, analysis, reports, and AI-powered tools together in one workspace.
After signing in, you can use the sidebar to navigate between the main areas of the platform and access the tools you need.
Main Navigation
The sidebar provides access to the main areas of your workspace.
Home
It's a main dashboard where you can quickly go to AI Agents, Forecasts, Report Generator. Also here you can track the recent tasks performed by AI Agents, and follow the Quick Actions like go to Documents.
Forecasts
Forecasts is where you create and manage your business forecasts.
You can create different types of forecasts, including:
- Sales Forecasts
- Financial Forecasts
Learn how to create a sales forecast: How to Build a Sales Forecast
AI Agents
AI Agents help you automate tasks using your data.
For example, you can automate Data Analysis, Report Generation, and conduct a Competitor Analysis.
Reports
Use Reports to create professional reports based on your business data and analysis.
You can customize report content, add notes or custom sections, and prepare reports for sharing with colleagues or stakeholders.
See How to Create Your First Report to get started.
Integrations
Use Integrations to connect your business data from third-party apps to ELECTE.
For more information, see Connecting Your First Data Source.
Workspace
Click Workspace in the sidebar to access workspace-related settings.
Depending on your permissions, you may be able to:
- Manage team members
- Configure workspace settings
- Manage access and permissions
- Review other workspace options
Documents
In the Documents section, you can manage documents you've already uploaded or upload new documents to use as data sources.
Data Sources
Use Data Source to connect your business data from databases to ELECTE.
For more information, see Connecting Your First Data Source.
Analytics
The dashboard provides a comprehensive overview of activity and metrics in your workspace, including storage distribution and system health.
Accessibility
Customize the application view, including how content appears on screen and how interactions work.
Help
Search for help articles, FAQs, and product demos, or submit a support ticket to contact our team.
Tip: If you're new to ELECTE, start with connecting your data source, then create your first forecast and report to see how the platform turns your business data into actionable insights.