# ELECTE — full documentation text --- --- > The complete text of the ELECTE help centre and publications, in English. --- > Index and links: https://www.electe.net/llms.txt --- > Every URL of the site, in all 21 languages: https://www.electe.net/sitemap.xml --- # Analyzing Sales Performance & Insights Source: https://www.electe.net/help/analyzing-sales-performance-and-insights Sales analysis helps you understand how your performance changes over time and identify patterns that may require your attention. The **Analysis** section brings together trends, anomalies, and AI-generated insights to help you understand what is happening in your sales data and investigate potential drivers behind significant changes. ## Open Analysis To view the detailed sales analysis, follow these steps: 1. Go to **Forecasts**. 2. Select **Sales Forecast**. 3. Once the forecast is ready, switch to the **Analysis** tab. ## Review Detailed Sales Analysis The detailed sales analysis provides additional metrics to help you understand sales performance and evaluate the accuracy of your forecast. ### Growth Analysis **Growth Analysis** shows your overall growth and average monthly growth, helping you understand how sales have changed over the analyzed period. ### Forecast Accuracy **Forecast Accuracy** provides metrics that help you evaluate how well the forecast matches the historical data. It includes: - Coefficient of Determination (R²) - MAPE - Bias - Forecast Method - Forecast Horizon ## Analyze Anomalies ELECTE can identify unusual changes in your sales data, such as unexpected spikes or drops. To view anomalies, follow these steps: 1. Open **Analysis**. 2. Scroll down the page. 3. In the **Anomaly Detection** section, click **Detect Anomalies**. 4. If any anomalies are detected, they will be displayed. Click an anomaly to view its details. ## Explore AI-Powered Insights AI-Powered Insights highlight important trends, patterns, and changes in your sales data that may require your attention. The insights can help you quickly identify significant developments and understand what may be driving changes in your sales performance. For example, an insight may highlight a period of declining sales or an unusual change in performance that is worth investigating further. To view AI-Powered Insights, follow these steps: 1. Open **Analysis**. 2. Scroll down the page. 3. In the **AI-Powered Insights** section, review the available insights. You can copy or download them, or enable **Enhanced Analysis** for a more detailed analysis. > **Note:** AI analysis runs on your local device, so your data remains under your control. ## Tips and Best Practices - **Start with the overall trend.** Look at the broader sales pattern before focusing on individual changes. - **Investigate unusual changes.** Use anomalies to identify periods that deserve a closer look. - **Consider business context.** Compare changes in sales with marketing, pricing, campaigns, or other relevant activities. - **Use AI insights as a starting point.** Review the underlying data before making decisions based on an insight. - **Look for recurring patterns.** A single spike or drop may be less significant than a pattern that appears repeatedly. --- # Choosing a Prediction Method Source: https://www.electe.net/help/choosing-a-prediction-method Five prediction methods are available to help you build forecasts based on the characteristics of your data and your forecasting goals. The right method depends on the patterns in your historical data, such as trends, growth, short-term fluctuations, or seasonality. ## Available Prediction Methods ### Trend Tracker **Best for:** Data with a consistent trend. **Trend Tracker** is designed for data that follows a relatively steady upward or downward direction over time. Use it when your historical data shows a clear and consistent trend without significant changes in the rate of growth. **Example:** Use Trend Tracker to forecast sales that have been increasing at a relatively consistent rate over several periods. ### Growth Accelerator **Best for:** Data with an increasing growth rate. **Growth Accelerator** is suitable when your data is not only growing but the rate of growth is also increasing over time. It can help capture accelerating growth patterns in your historical data. **Example:** Use Growth Accelerator when your monthly sales are growing more quickly each quarter. ### Smooth Forecaster **Best for:** Data with short-term fluctuations. **Smooth Forecaster** helps reduce the impact of short-term fluctuations in your data to make the underlying trend easier to identify. Use it when your data has temporary ups and downs that may not represent the longer-term direction of your business. **Example:** Use Smooth Forecaster when monthly sales fluctuate significantly but follow a relatively stable overall trend. ### Season Sense **Best for:** Data with recurring seasonal patterns. **Season Sense** is designed for data that follows predictable patterns that repeat over time. Use it when your business experiences regular changes during particular months, quarters, or other periods. **Example:** An e-commerce business may use Season Sense when sales consistently increase during the holiday season and decrease afterward. ### Smart Predictor **Best for:** Complex time series. **Smart Predictor** is an advanced method designed to handle more complex patterns in time-series data. Use it when your data contains multiple patterns or when it is difficult to identify a single clear trend, growth pattern, or seasonal pattern. **Example:** Use Smart Predictor when your historical data combines changing trends, fluctuations, and other complex patterns. ## How to Choose a Method Use the characteristics of your historical data as a starting point: If your data...ConsiderFollows a consistent upward or downward trend**Trend Tracker**Has an increasing growth rate**Growth Accelerator**Has frequent short-term fluctuations**Smooth Forecaster**Shows recurring seasonal patterns**Season Sense**Contains complex or multiple time-series patterns**Smart Predictor** These guidelines are a starting point rather than strict rules. The most appropriate method can vary depending on your dataset and forecasting goal. ## Tips and Best Practices - **Review your historical data first.** Look for clear trends, growth patterns, fluctuations, or seasonality. - **Match the method to your data.** Choose the method that best reflects the pattern you want to analyze. - **Don't assume the most advanced method is always the best.** A simpler method may be more appropriate when your data has a clear, consistent pattern. - **Review your method when your data changes.** A method that works well for one dataset may not be the best fit as your business patterns change. > **Tip:** Start with the method that best matches the most visible pattern in your data. --- # Data Privacy & Compliance: GDPR, CCPA Source: https://www.electe.net/help/data-privacy-and-compliance Our platform is designed to help you manage your organization's data securely and support common privacy and compliance requirements. Depending on where your organization and users are located, regulations such as the **General Data Protection Regulation (GDPR)** and the **California Consumer Privacy Act (CCPA)** may apply. This article explains how to manage data retention and deletion requests, and where to find compliance documentation. ## Prerequisites To manage privacy and compliance settings, you need: - An active account - Administrator access to your workspace - Access to **Workspace Settings**, depending on your account configuration ## Export Your Data You can download a copy of your workspace data in JSON format. This allows you to keep a copy of your data or transfer it to another service. The data export feature is designed to support data portability requirements under GDPR Article 20. To export your workspace data: 1. Go to **Workspace** in the sidebar. 2. Scroll down the page. 3. Find **Export Your Data**. 4. Click **Request Data** **Export**. 5. Download the generated JSON file. > **Note:** Depending on the size of your workspace, generating the export may take some time. ## Manage Data Retention Data retention determines how long certain data is stored in the platform. To review your data retention settings: 1. Sign in to your account. 2. Click **Workspace** in the sidebar. 3. Scroll down the page. 4. Find **Data Retention**. ## Request Data Deletion If you need to delete personal data, delete the workspace or contact our support team. To delete your workspace: 1. Sign in to your account. 2. Click **Workspace** in the sidebar. 3. Scroll down the page. 4. Find **Danger zone**. 5. Click **Delete Workspace.** > **Important: **Deleting a workspace is permanent and cannot be undone. ## Compliance Documentation You can access compliance and security documentation to support your organization's privacy. Depending on your account, available documentation may include: - [Privacy Policy](https://www.electe.net/privacy) - Data Processing Agreement (DPA) - [Security Whitepaper](https://www.electe.net/security-whitepaper) - Subprocessor information - SOC 2 Type II report For more details about our security measures, visit our [Security page](https://electe.net/sicurezza). ## Tips and Common Mistakes - **Review your workspace regularly.** Check your users, data, and permissions to make sure everything is still up to date. - **Export before you delete.** Download your workspace data if you need to keep a copy before deleting the workspace. - **Limit access to sensitive data.** Use appropriate user permissions to control who can access your workspace. ## Need Help? If you have questions about data retention, deletion requests, or compliance documentation, contact your workspace administrator or our support team. > **Note:** This article provides general information about the platform's privacy and compliance features. It does not constitute legal advice. --- # First Login & Account Setup: A Quickstart Guide Source: https://www.electe.net/help/a-quickstart-guide Welcome to ELECTE. This guide walks you through the initial account setup, from creating your account to setting up your workspace. Once your account is ready, you can connect your data sources and start using forecasting, analysis, and reporting features. ## Create Your Account To create an account: 1. Open the ELECTE sign-up page. 2. Enter your email address and create a password. 3. Follow the on-screen instructions to complete registration. 4. Check your inbox for a verification email. > **Tip:** Use an email address that you can access. You may need it to verify your account and receive important account-related communications. ## Verify Your Email After creating your account, check your inbox for the ELECTE verification email. 1. Open the verification email. 2. Click the verification link. 3. Return to ELECTE and sign in to your account. If you don't see the email, check your **Spam** or **Junk** folder. > **Note:** If the verification link has expired or you did not receive the email, request a new verification email from the sign-in page. ## Connect Your First Data Source Once your account is ready, connect a data source to start working with your business data. For more information, see [How to Connect Your Data Source](https://www.electe.net/help/connect-your-data-source). ## What's Next? Once your account is set up, you can: - **Connect your data** to ELECTE. - **Create your first forecast** to explore future trends and projections. - **Analyze your data** to identify trends and anomalies. - **Create reports** to share insights with colleagues and stakeholders. - **Invite team members** to your workspace. > **Tip:** Start by connecting your main business data source. Once your data is available, you can explore forecasting, analysis, and report generation. ## Common Setup Issues #### I didn't receive the verification email Check your **Spam** or **Junk** folder and make sure you entered the correct email address. If necessary, request a new verification email. #### I don't see my data after connecting a source Allow some time for the initial synchronization to complete. If the data still does not appear, see [What to Do When a Sync Fails](https://www.electe.net/help/what-to-do-when-sync-fails). --- # How to Build a Financial Forecast Source: https://www.electe.net/help/how-to-build-a-financial-forecast Financial forecasting helps you understand how your business may perform in the future based on your historical financial data. You can create forecasts for different financial areas, including revenue, expenses, cash flow, assets, and liabilities. You can also explore different prediction methods and scenarios to understand how changes in your business may affect your financial outlook. ## Prerequisites Before creating a financial forecast, make sure you: - Have an active ELECTE workspace - Have connected your data or imported it - Have sufficient historical data for the analysis ## Create a Financial Forecast 1. Sign in to your account. 2. Select **Forecasts** from the sidebar. 3. Select **Financial Forecast**. 4. Choose the financial data type you want to analyze. 5. Select a prediction method. 6. Review the forecast settings. ## Choose a Prediction Method ELECTE provides five prediction methods. The most appropriate method depends on the characteristics of your financial data and what you want to achieve with the forecast. To learn more about the differences between the available methods, see [Choosing a Prediction Method](https://www.electe.net/help/choosing-a-prediction-method). ## Review Financial Statements Financial forecasting can also help you analyze your financial statements. Depending on your data and forecast configuration, you may be able to review: ### Income Statement Review revenue, expenses, and profitability to understand your expected operating performance. ### Balance Sheet Review assets and liabilities to understand your expected financial position. These views provide additional context for your forecast and help you understand how different financial areas relate to each other. ### Scenarios Adjust your revenue and expense assumptions to explore different possible outcomes, such as optimistic, conservative, and pessimistic scenarios, and see how each scenario affects your forecast. ## Update Your Financial Data If your financial data changes, you can update it through **Data Management** or import additional data where supported. For example, you can add the latest month's financial data without replacing your entire dataset. After updating your data, review the forecast to see how the new information affects the results. ## Tips and Best Practices - **Keep your financial data up to date.** Recent data can help you work with a more current forecast. - **Choose the right financial metric.** Start with the area most relevant to your business question. - **Explore different scenarios.** Comparing potential outcomes can help you understand the impact of different assumptions. > **Tip:** Start with a single financial area, review the forecast and key metrics, and then explore scenarios and additional financial statements for a more complete view of your business. --- # How to Build a Sales Forecast Source: https://www.electe.net/help/how-to-build-a-sales-forecast Sales forecasting helps you understand historical trends, identify seasonal patterns, and estimate future sales performance. It allows you to compare expected sales with previous periods, identify potential growth opportunities or declines, and use data-driven projections to support planning and decision-making. ## Prerequisites Before creating a forecast, make sure you: - Have an active ELECTE workspace - Have connected a data source or imported the required data - Have sufficient historical data for the analysis ## Create a Forecast 1. Sign in to your account. 2. Select **Forecasts** from the sidebar. 3. Choose **Sales Forecast**. 4. Choose a prediction method. ## Choose a Prediction Method ELECTE provides **five prediction methods**. The best method depends on the type of data you are analyzing and the outcome you want to achieve. For example, if your sales data follows recurring seasonal patterns, you may want to select the **Seasonal** method. Consider the characteristics of your data when choosing a method rather than using the same method for every forecast. To learn more about the differences between the available methods, see  [Choosing a Prediction Method](https://www.electe.net/help/choosing-a-prediction-method). ## Review Your Forecast Once the forecast is generated, you can review the results in the forecast overview. The main chart shows your **historical data alongside the forecasted values**, making it easier to compare past performance with projected results. You can also review key metrics, such as: - Current values - Predicted values - Growth rate - Model accuracy ## Add or Update Data You can add data manually through **Data Management** or import data directly when working with a forecast. For example, if you need to add sales data for May 2026, you can import the new data without uploading an entirely new dataset. Once the data is updated, the changes are applied to the forecast. ## Tips and Best Practices - **Use relevant historical data.** Forecast quality depends on the data available for analysis. - **Consider seasonality.** If your business follows recurring patterns, choose a method that accounts for them. - **Try different methods.** If you're unsure which prediction method works best, compare the results of different methods. - **Keep your data up to date.** Add recent data before generating or reviewing a forecast. --- # How to Connect Your Data Source Source: https://www.electe.net/help/connect-your-data-source ELECTE connects to your existing business data so you can generate financial analysis, forecasts, and reports without manually transferring data between systems. You can connect a data source using an available integration, OAuth authorization, API credentials, or a database connection, depending on the source. Once connected, ELECTE can securely access the data required for your workspace. ## Prerequisites Before connecting your first data source, make sure you have: - Access to your ELECTE workspace - The required permissions to connect a data source - Access to the account, database, or system you want to connect - API credentials or database connection details, if required - Administrator access to the external system when OAuth authorization requires it > **Tip:** Make sure you know which data you want to connect before starting the setup. This helps you choose the most appropriate connection method. ## Connect a Data Source 1. Sign in to your account. 2. Click **Data Sources** in the sidebar. 3. Click **Connect Data Source**. 4. Select the system you want to connect. 5. Follow the instructions for the selected connection method. ## Add Integrations ELECTE provides 75+ integrations with third-party apps, allowing you to automate your workflow. To add an integration, follow these steps: 1. Sign in to your account. 2. Click **Integrations** in the sidebar. 3. Search for the app you want to connect. 4. Click the **+ button**. 5. Follow the setup instructions. 6. Click **Create Integration**. > **Note:** The exact setup steps depend on the app you select. ## Connect Using OAuth Some integrations use **OAuth** to securely authorize ELECTE to access your data. 1. Select the integration you want to connect. 2. Click **Create Integration**. 3. Sign in to the external service if prompted. 4. Review the permissions requested by ELECTE. 5. Click **Allow**. 6. Return to ELECTE and confirm that the data source is connected. ## Connect Using API Keys Some data sources require an API key. 1. Select the relevant data source. 2. Enter the required API key. 3. Click **Create**. 4. Wait for ELECTE to verify the connection. > **Important: **Keep your API keys secure. Do not share them in messages, screenshots, or public documents. ## Connect a Database If your data is stored in a supported database, you may be able to connect it directly to ELECTE. Depending on the database, you may need to provide: - Database host - Port - Database name - Username - Password - SSL or other security settings Enter the required connection details and click **Create**. > **Tip:** Make sure your database allows connections from ELECTE and that the credentials you provide have the required read permissions. ## Troubleshooting If your data source fails to connect or sync, check the error details in the connection settings. For troubleshooting steps, see [What to Do When a Sync Fails](https://electe.net/what-to-do-when-sync-fails). > **Tip:** If you contact support, include the **connection ID** shown in the error details. ## Tips and Common Mistakes - **Use the correct account.** Make sure you authorize the external account containing the data you want to connect. - **Check permissions before connecting.** You may need administrator access to the external system. - **Keep API keys secure.** Never share credentials publicly or include them in screenshots. - **Check the connection status.** Make sure the data source is connected before generating reports or forecasts. - **Don't change credentials without updating the connection.** If an API key or database password changes, update the corresponding connection in ELECTE. --- # How to Create Your First Report Source: https://www.electe.net/help/how-to-create-your-first-report **Report Generator** lets you turn your business data into professional reports in seconds. You can choose what to include in your report, customize its size, tone, and language, and let AI analyze your data based on your preferences. Reports can be used to present insights to customers, management, colleagues, or other stakeholders. ## Prerequisites Before creating a report, make sure you: - Have an active ELECTE workspace - Have connected your data source - Have enough data available for the analysis you want to include ## Create a Report ### 1. Open Report Generator Sign in to your account and select **Reports** from the sidebar. ### 2. Select What to Include Choose the information you want to include in your report. Depending on your workspace and available data, you may be able to include: - Financial data - Sales forecast - Customers - Marketing - Products - AI Analysis Select the sections that are relevant to your report. ### 3. Customize Your Report Adjust the report settings based on your audience and requirements. You can customize: - **Size** — Choose how detailed the report should be. - **Tone** — Select the tone that best fits your audience. - **Language** — Choose the language for the generated report. Review your selections and click **Generate Report**. ## Review Your Report Once the report is ready, you can open it from the **Report Generator**. Review the available sections, such as the summary and analysis, and make changes if needed. To customize your report, follow these steps: 1. Open the report you want to edit. 2. Click **Customize Report**. 3. Update the **Title** or **Summary**, if needed. 4. Add notes to existing sections. 5. Add custom sections. 6. Click **Save Changes** to apply your changes. ## Tips and Best Practices - **Choose sections based on your audience.** A management report may require different information than a customer-facing report. - **Keep the report focused.** Include the metrics and analysis that support the purpose of your report. - **Choose the right tone.** Match the tone to the people who will read the report. - **Add context where needed.** Use notes or custom sections to explain specific findings. --- # How to Set Up Two-Factor Authentication (2FA) Source: https://www.electe.net/help/enabling-2fa Two-factor authentication (2FA) adds an extra layer of security to your account. Instead of relying only on your password, 2FA requires a verification code from an authenticator app when you sign in. This helps protect your account if your password is compromised. We recommend enabling 2FA for any account that has access to sensitive business, financial, or customer data. When you enable 2FA, you will also receive recovery codes. These codes can help you regain access if you lose access to your authenticator app or phone. ## Prerequisites Before setting up 2FA, make sure you have: - An active account and access to Settings - Your account password - An authenticator app installed on your phone, such as Google Authenticator or Microsoft Authenticator - A secure place to store your recovery codes > **Important:** Never share your recovery codes or authentication codes with anyone. ## Set Up 2FA ### 1. Open Security settings Sign in to your account, click your profile name in the top-left corner, and go to **Security**. ### 2. Enable 2FA Find **Two-factor authentication** and toggle the switch to set 2FA. ### 3. Connect your authenticator app Open your authenticator app and add a new account. **Scan the QR code** displayed on the screen. If you cannot scan the QR code, use the setup key to add the account manually. ### 4. Verify the setup Your authenticator app will generate a temporary verification code. **Enter the current code** in the setup window and select **Verify**. Once the code is accepted, 2FA is enabled for your account. ### 5. Save your recovery codes You will receive a set of recovery codes after enabling 2FA. **Save the recovery codes** somewhere secure, such as a password manager. > Recovery codes are usually single-use, so keep track of which ones you have used. ## Troubleshooting #### My verification code doesn't work. Make sure you are using the code for the correct account. If it has nearly expired, wait for the next code and try again. Also check that your phone's date and time are set automatically. #### I lost my phone. Use one of your recovery codes to sign in, then update your 2FA settings. If you don't have a recovery code, contact your administrator or our support team. #### I deleted the account from my authenticator app. Use a recovery code to sign in and set up 2FA again. If you don't have one, contact your administrator or our support team. ## Tips and Common Mistakes - **Save recovery codes immediately.** Don't wait until you need them. - **Use a password manager** rather than an unsecured note or screenshot to store recovery codes. - **Don't share authentication codes.** Legitimate support staff should not need your current 2FA code. - **Keep your phone's time synchronized.** Incorrect device time can cause valid codes to be rejected. - **When changing phones,** make sure 2FA works on the new device before removing it from your old one. - **Replace old recovery codes** if you generate a new set. > **Best practice:** Set up 2FA and save your recovery codes before you need them. This gives your account an additional layer of protection and helps prevent lockouts. --- # How to Update Payment Methods & Billing Information Source: https://www.electe.net/help/changing-your-billing-details ## How to Update Payment Methods & Billing Information You can update your payment method and billing information from your account settings. Keeping your billing details up to date helps prevent failed payments and ensures that your invoices contain the correct information. ELECTE subscriptions renew automatically at the end of each billing period unless you cancel the renewal. ## Prerequisites Before updating your billing information, make sure you: - Have access to the account that manages your subscription - Have your new payment method available - Have the correct billing information, including your billing address and VAT details, if applicable ## Update Your Payment Method 1. Sign in to your account. 2. Click **Workspace** in the sidebar. 3. Scroll down the page and click **Billing & Subscription**. 4. Click **Update** **Payment Method **in** Quick Actions**. 5. Enter your new payment details. 6. Click **Add**. Your new payment method will be used for future subscription payments. ## If Your Payment Fails If a payment cannot be processed, check that: - Your payment method is still valid. - Your card has not expired. - The billing address matches the information registered with your payment provider. - Your payment method has sufficient funds or available credit. - Your bank or payment provider has not blocked the transaction. Update your payment method and try again if necessary. ## Tips and Common Mistakes - **Keep your payment method up to date.** Replace expired or cancelled cards before your next renewal. - **Update your payment method before changing cards.** This helps avoid failed subscription renewals. - **Check your billing period.** Make sure you know whether your subscription is billed monthly or annually. - **Keep your account information current.** ELECTE requires accurate and complete billing information for subscriptions. - **Don't share payment details with support.** Only enter payment information through the secure billing interface. --- # Invoices & Payment History Source: https://www.electe.net/help/invoices-and-payment-history The **Billing** section lets you view your payment history, access invoices, and download billing documents for your ELECTE subscription. You can use your invoices and payment records for accounting, expense tracking, and tax documentation. ## Find Your Invoices To view your invoices: 1. Sign in to your ELECTE account. 2. Open **Workspace** from the sidebar. 3. Scroll down the page and click **Billing & Subscription**. 4. Your invoices are listed at the bottom of the page. ## Download an Invoice To download an invoice for your subscription: 1. Click **Workspace** in the sidebar. 2. Scroll down the page and click **Billing & Subscription**. 3. Find **Billing History**. 4. Click **Download** **All**. > **Tip:** If you need to download individual invoices instead of a bulk download, click **View Invoices** and select the invoices you want to download. Your invoice will be downloaded as a PDF. ## Tips and Best Practices - **Download invoices regularly.** Keep copies of your billing documents for accounting and record-keeping. - **Check billing information.** Make sure your company and tax details are correct before your next invoice is issued. - **Use invoice history to reconcile payments.** Match invoices with your payment records to keep your financial records up to date. ## Troubleshooting #### I can't find an invoice Check **Billing → View Invoices** and make sure you are looking at the correct workspace. #### My invoice contains incorrect information Check your current billing information and update it if necessary. If the invoice has already been issued and you need it corrected, contact our support team. #### I can't download an invoice Refresh the page and try again. If the issue persists, contact support and provide the invoice or transaction details if available. --- # MCP Server: Connect Your Data to AI Tools Source: https://www.electe.net/help/mcp-server-connect-your-data-to-ai-tools ELECTE allows you to expose your integrations and workspace data to AI tools through the Model Context Protocol (MCP). MCP lets compatible AI tools securely interact with the data and integrations available in your ELECTE workspace. This can help you use your existing business data in AI-powered workflows without manually exporting or copying it. ## Prerequisites Before setting up MCP, make sure you have: - An active ELECTE workspace - The required permissions to manage integrations - At least one connected data source or integration - An MCP-compatible AI tool that you want to connect > **Note:** The AI tool you use must support the Model Context Protocol. ## Set Up MCP 1. Sign in to your ELECTE account. 2. Click **Integrations** in the sidebar. 3. Find **MCP Server**. 4. Click **Create API Key**. 5. Enter a name for the key. 6. Click **Create Key**. 7. Copy the API key and store it securely. You will use this API key to authenticate your AI tool when connecting it to the ELECTE MCP Server. ## Choose What to Expose MCP allows AI tools to access the integrations and data available in your ELECTE workspace. Before connecting an AI tool, review which data and integrations will be available through the MCP connection. Click **Available Tools** to see the available tools and their descriptions. ## Use Your Data with AI Tools After the MCP connection is configured, your compatible AI tool can interact with the integrations and data you have made available. ## Manage Your MCP Connection You can review or update your MCP configuration from **Integrations → MCP Server**. If you no longer want an AI tool to access your ELECTE data, remove or disable the MCP connection. > **Important:** Disabling the MCP connection prevents the connected AI tool from accessing your ELECTE integrations through MCP. It does not delete the underlying data or integrations from your workspace. ## Security Best Practices - **Expose only what you need.** Avoid making unnecessary integrations or data available. - **Review access regularly.** Remove MCP connections that are no longer required. - **Keep connection credentials secure.** Do not share MCP connection details publicly. - **Check your workspace permissions.** Make sure you understand which data the MCP connection can access. ## Troubleshooting If your AI tool cannot connect to the MCP server: 1. Check that the MCP connection is enabled. 2. Make sure the AI tool supports MCP. 3. Check that you copied the connection details correctly. 4. Confirm that the relevant integrations are connected and active. 5. Review the permissions available to the MCP connection. --- # Managing User Permissions & Access Levels Source: https://www.electe.net/help/managing-user-permissions-and-access-levels User permissions control what each member of your organization can see and do in your account. Assigning the right access level helps protect sensitive information while making sure team members have the permissions they need to do their work. You can manage user access from your account settings and update permissions whenever a team member's responsibilities change. ## Prerequisites Before managing user permissions, make sure you: - Have administrator access to the account - Know which users need access - Understand the level of access each user requires - Have the user's email address if you are inviting a new member > **Tip:** Give users only the permissions they need for their role. You can increase or reduce access later if their responsibilities change. ## Invite a New User ### 1. Open User Management Sign in to your account and click **Workspace** in the sidebar. Go to **Team Members**. ### 2. Add a user Click **Invite Team Member**. Enter the user's email address and select the appropriate access level. > **Optional:** You can include a personal message for the invitee. ### 3. Select an access level Choose the role that matches the user's responsibilities. For example: - **Admin** — Can manage users, permissions, and workspace settings. - **Member** — Can create and modify content or data but cannot manage organization-wide settings. ### 4. Send the invitation Review the user's email address and access level, then click **Send invitation**. The user will receive an invitation and can follow the instructions to join the workspace. ## Change a User's Permissions You can update a user's access level when their responsibilities change. 1. Go to **Workspace → Team Members**. 2. Find the user you want to update. 3. Click the ⋮ menu. 4. Click **Make Member **/ **Make Admin**. ## Remove User Access When someone no longer needs access to your workspace, remove their access promptly. 1. Open **Workspace → Team Members**. 2. Find the user. 3. Open the ⋮ menu next to their name. 4. Click **Remove Member**. ## Tips and Common Mistakes #### Follow the principle of least privilege Give users the minimum level of access required to perform their work. Avoid assigning administrator permissions unless they are necessary. #### Review permissions regularly Check your user list periodically, especially after team changes, promotions, or changes in responsibilities. #### Remove inactive users Don't leave access enabled for users who no longer work with your organization or no longer need access. #### Be careful with administrator access Administrator permissions can allow users to change security settings, manage other users, or access sensitive information. Assign them only when necessary. #### Check access after changing roles When a user's responsibilities change, review both their new permissions and the permissions they no longer need. > **Best Practice: **Keep your user list and access levels up to date. Regular permission reviews reduce unnecessary access and help ensure that sensitive information is available only to the people who need it. --- # Navigating the ELECTE Platform Source: https://www.electe.net/help/navigating-the-electe-platform 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](https://www.electe.net/help/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](https://www.electe.net/help/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 [How to Connect Your Data Source](https://www.electe.net/help/connect-your-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 [How to Connect Your Data Source](https://www.electe.net/help/connect-your-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. --- # Scheduling & Automating Report Delivery Source: https://www.electe.net/help/scheduling-and-automating-report-delivery You can schedule reports to be delivered automatically, so you don't need to generate and send them manually each time. Scheduled reports are useful for regular financial updates, management reporting, and recurring business reviews. ## Prerequisites Before scheduling a report, make sure you: - Have an existing report - Have access to **Reports **and** AI Agents.** > **Tip:** Customize and review your report before setting up a schedule. Scheduled deliveries use the report configuration you have saved. ## Schedule a Report To schedule a report: - Open **AI Agents**. - Select **Report Generation**. - Enter a task name _(optional)_. - **Enter the topic** you want to cover in your report (e.g., Financial performance for Q1 2026). - Add any additional instructions, such as specific metrics, comparisons, or trends you want the report to cover. - Select **Schedule Once**. - Set the date and time when you want to receive the report. - Click **Schedule Task**. Once the schedule is active, ELECTE will automatically deliver the report according to the selected schedule. ## Choose a Delivery Frequency Depending on the available options, you can choose how often the report should be delivered. To set up a recurring task, follow these steps: - Open **AI Agents**. - Select **Report Generation**. - Enter a task name _(optional)_. - **Enter the topic** you want to cover in your report (e.g., Financial performance for Q1 2026). - Add any additional instructions, such as specific metrics, comparisons, or trends you want the report to cover. - Select **Recurring**. - Set the frequency (daily, weekly, monthly) and time when you want to receive the report. - Click **Create Schedule**. ## Tips and Best Practices - **Choose an appropriate frequency.** Daily delivery may be unnecessary for reports that change only once a month. - **Protect sensitive information.** Only send reports to authorized recipients. - **Update the schedule when the report changes.** Make sure the scheduled version reflects the information you want to share. ## Troubleshooting #### The report was not delivered Check that the schedule is enabled. If the schedule is active but the report was not delivered, check whether the report itself has any errors and try running it manually. #### The report contains outdated data Make sure the connected data sources are updating successfully. For sync-related issues, see [What to Do When a Sync Fails](https://www.electe.net/help/what-to-do-when-sync-fails). --- # Sharing, Exporting & Presenting Reports Source: https://www.electe.net/help/sharing-exporting-and-presenting-reports You can export your reports to save, share, or continue working with the data outside the platform. Depending on your report and workspace, you may be able to export reports in different formats, including PDF, Excel, and CSV. The best format depends on how you plan to use the exported report. ## Export a Report To export a report: 1. Open the report you want to export. 2. Click **Export**. 3. Select the format you want to use: PDF, PowerPoint, Word, JSON, CSV, Markdown or HTML. 4. Wait for the export to be generated. ## Choose the Right Format ### PDF Use **PDF** when you need a presentation-ready version of your report. PDF is useful for: - Sharing reports with customers or stakeholders - Presenting financial insights - Keeping a fixed version of a report - Printing or archiving reports PDF preserves the report's layout and formatting, making it the best option when visual presentation is important. ### Excel Use **Excel** when you want to continue working with the report data. Excel is useful for: - Reviewing individual values - Performing additional calculations - Creating your own analysis - Working with data in spreadsheets ### CSV Use **CSV** when you need the underlying data in a simple, widely supported format. CSV is useful for: - Importing data into another system - Working with large datasets - Processing data with other tools - Moving structured data between applications > **Tip:** Use PDF for sharing, Excel for further analysis, and CSV when you need to transfer or process the underlying data. ## Create an AI Presentation If you want to turn your report into a presentation without manually formatting it, click the **AI Presentation** button. ELECTE will organize the report content into a presentation and generate a ready-to-use deck. ## Formatting Tips Before exporting your report, review its content and formatting. For the best results: - Check the report title and summary. - Make sure all required sections are included. - Add notes or custom sections where additional context is needed. - Review the report before exporting it for external use. If you are exporting a report for customers or stakeholders, use **PDF** to preserve the intended layout. ## Share Your Report You can share a report with colleagues who have access to your workspace without exporting it. To share a report with a colleague, scroll down to the relevant section and mention them. ## Troubleshooting #### The export is not generated Check that the report has finished generating and try exporting it again. If the problem persists, refresh the page and retry the export. #### The exported file looks different from the report Some formatting may vary depending on the export format. For a presentation-ready version that preserves the report layout, use PDF. #### The file is missing data Check that the relevant sections and data were included in the report before exporting it. If necessary, customize the report and export it again. #### I can't open the exported file Make sure you are using an application that supports the selected format: - PDF — PDF reader - Excel — Microsoft Excel or another compatible spreadsheet application - CSV — Spreadsheet or data-processing application If the file still cannot be opened, try generating the export again. ## Tips and Best Practices - **Choose the format based on your goal.** Use PDF for sharing, Excel for analysis, and CSV for data transfer. - **Review before exporting.** Check the report content and formatting before creating the final file. - **Use PDF for external sharing.** This helps preserve the report's intended layout. - **Customize first.** Add notes, sections, or other relevant context before exporting. - **Keep exported files secure.** Reports may contain sensitive financial or business information. --- # Supported Data Sources & Integration Guides Source: https://www.electe.net/help/supported-data-sources ELECTE supports 75+ integrations that allow you to connect data from the tools and systems your business already uses. For general instructions on connecting a data source, see [How to Connect Your Data Source](https://www.electe.net/help/connect-your-data-source). ## Supported Data Sources & Integrations You can browse all available integrations directly in ELECTE: 1. Sign in to your account. 2. For database connections, click **Data Sources **in the sidebar. For third-party apps, click **Integrations**. 3. Browse the available integrations or search for a specific app. ## Integration Categories Available integrations may include: ### CRM & Sales - Salesforce - Hubspot - Zendesk - Intercom - Pipedrive - Zoho SRM - Close - Copper ### Finance & Banking - Plaid - Stripe - PayPal - Square - Brex - Ramp - Mercury - Wise ### E-commerce - Shopify - WooCommerce - BigCommerce - Amazon Seller Central - Etsy - Adobe Commerce ### Communication - Slack - Microsoft Teams - Discord - Twilio - Zoom ### Marketing & Analytics - Google Analytics - Google Ads - Facebook Ads - Mailchimp - LinkedIn Ads - Pinterest - Twitter / X - Beehiiv - YouTube - TikTok Ads - Snapchat Ads - Klaviyo - SendGrind - Brevo - ActiveCampaign - Kit (ConvertKit) - Mixpanel - Amplitude - Segment - Looker ### Accounting - QuickBooks - Xero - FreshBooks - Sage - Wave ### Productivity - Jira - Airtable - Asana - Google Sheets - Google Docs - Google Drive - Confluence - Notion - OneDrive - Trello - GitHub - Webflow - GitLab - Smartsheet - Linear - Monday.com - ClickUp - Basecamp ### Productivity - Gusto - Rippling - BambooHR - Workday - Deel ### Automation - Zapier - Make (Integromat) ### Databases - PostgreSQL - MySQL - Azure SQL - MS Access - REST API - Amazon S3 - BigQuery - Snowflake - MongoDB - Redis - Elasticsearch ### Spreadsheets & Files Connect data stored in supported spreadsheet and file-based sources: - Google Sheets - Excel / CSV uploads > **Note:** The availability of a specific integration may depend on your ELECTE plan or workspace configuration. ## Integration Requirements Each data source may have different requirements. Before connecting an integration, check its individual guide for: - **Authentication method** — OAuth, API key, or database credentials - **Required permissions** — What access you need in the connected system - **Supported data** — Which data ELECTE can retrieve - **Configuration requirements** — Any settings that need to be enabled before connecting - **Plan availability** — Whether the integration is available on your current plan ## Before Connecting Check the integration guide for your data source before starting. Some sources may require you to: - Have administrator access - Enable specific permissions - Generate an API key - Allow external database connections - Configure security or network settings If you are connecting your first data source, see [How to Connect Your Data Source](https://www.electe.net/help/connect-your-data-source) for general setup instructions. ## If Your Integration Is Not Listed If you cannot find the data source you need in **Integrations**, it may not currently be supported. Contact our support team to ask about a specific integration or discuss available alternatives. > **Tip:** Integration availability can change as new data sources are added. Check the **Integrations** section in your workspace for the most current list. ## Troubleshooting If an existing integration fails to connect or stops syncing, see [What to Do When a Sync Fails](https://www.electe.net/help/what-to-do-when-sync-fails) for troubleshooting steps. --- # Understanding Your Report Source: https://www.electe.net/help/scheduling-a-recurring-report Reports bring together your business data, forecasts, and analysis in one place. Understanding the different sections and visualizations can help you quickly find the information you need and use the report for decision-making or presentations. The sections included in a report depend on the options you selected when creating it and the data available in your workspace. ## Report Structure When you open a report, you may see several sections, including: ### Forecast Summary The **Forecast** **Summary** provides a forecast overview of the key findings in your report. Use it to quickly understand the main results without reviewing every section in detail. ### Analysis The **Analysis** section provides insights based on the data included in your report. It can help you identify trends, changes, and other relevant patterns in your business data. ### Revenue Overview The **Revenue Overview** section helps you understand your revenue performance. It includes total revenue, growth, forecast, and the data source. ### Expense Analysis The **Expense Analysis** section gives you an overview of your expenses, including total expenses, growth, forecast, and the data source. ### Profit Analysis The **Profit Analysis** section shows your profitability, including total profit, growth, forecast, and the data source. > **Note:** The sections available in your report depend on the data and options selected when the report was generated. ## Report Infographics Reports may use different visualizations to make your data easier to understand. ### Charts Charts help you identify trends, compare values, and understand changes over time. ### Data Insights AI Data Insights highlight key trends, patterns, and changes in your data that may require your attention. They help you quickly identify important developments and better understand what is happening across your business. ## Tips for Reviewing Your Report - **Start with the Summary.** Use it to get a quick overview before reviewing individual sections. - **Look at the trends.** Charts can help you identify changes that may not be obvious from individual values. - **Check the context.** Consider the reporting period and the data included before interpreting a result. - **Customize when needed.** Add notes or sections to provide additional context for your audience. > **Tip:** If you're preparing a report for customers, management, or other stakeholders, review the **Summary** first and then use the detailed analysis and visualizations to support the key points. --- # Understanding Your Subscription Plan & Usage Source: https://www.electe.net/help/plans-and-what-they-include Your ELECTE subscription determines which features and services are available to your workspace. ELECTE offers three plans: **Starter, Business, and Enterprise**. You can choose between monthly and annual billing. Your plan is shown in your workspace settings, where you can also manage your subscription. ## Available Plans ### Starter The Starter plan is designed for independent professionals and includes essential financial analysis and forecasting features. It includes: - Basic financial analytics - Revenue trend tracking - Monthly forecasts - Email support - 90-day data history - CSV export ### Business The Business plan is designed for growing companies that need more advanced analytics and forecasting. It includes everything in Starter, plus: - AI Agent for automated reports and competitor analysis - AI-powered forecasting - Unlimited data history - Advanced integrations - Cash flow predictions ### Enterprise Enterprise is designed for scaling companies that require advanced analytics, custom integrations, and dedicated support. It includes everything in Business, plus: - Dedicated account manager - Custom integrations - Advanced security - SLA guarantee - White-label options ## Check Your Current Plan To view your current subscription: 1. Sign in to your account. 2. Click **Workspace** in the sidebar. 3. Find the **Subscription's information**. Here you can review your current plan and available subscription options. ## Monthly vs. Annual Billing You can choose between monthly and annual billing. Annual subscriptions include a **18% discount** compared with monthly pricing. You can cancel your renewal at any time and continue using ELECTE until the end of the current billing period. ## Free Trial Starter and Business plans are available with a **7-day free trial**. During the trial, you can connect your data and explore the platform before starting a paid subscription. You can cancel during the trial at no cost. ## Usage and Plan Limits Some features depend on your subscription plan. For example, Starter includes **90 days of data history**, while Business and Enterprise include **unlimited data history**. Advanced integrations, AI Agents, and cash flow predictions are available from the Business plan. If a feature is not available on your current plan, you may need to upgrade to access it. ## Tips and Common Mistakes - **Review your data history requirements.** Starter includes 90 days of data history, while Business and Enterprise include unlimited history. - **Check your plan before connecting advanced integrations.** Some integrations and features are available only on higher-tier plans. - **Remember that prices exclude VAT.** The final amount may vary depending on applicable taxes. - **Review your renewal settings.** Cancelling a subscription stops the renewal; access continues until the end of the current billing period. --- # What to Do When a Sync Fails Source: https://www.electe.net/help/what-to-do-when-sync-fails When a connected data source stops syncing, ELECTE keeps the last successfully synced data and marks the connection with a sync error. Your existing data is not lost. Most sync errors are caused by an expired authorization, a change to the source structure, or a temporary rate limit. ## Check the Sync Status Before troubleshooting, check the connection status and error details. 1. Sign in to your account. 2. Click **Data Source** in the sidebar. 3. Find the integration with the sync error. 4. Open the connection details. 5. Review the error message. > **Tip: **Each sync error includes a **connection ID**. Keep this ID if you need to contact support. ## Reconnect an Expired Authorization Some data sources require you to periodically re-authorize access. If your authorization has expired: 1. Click **Integrations** in the sidebar. 2. Click **Reconnect**. 3. Follow the authorization instructions. 4. Complete the authorization. 5. Check the connection status. The next sync starts automatically after you re-authorize the connection. ## Fix a Changed Data Source A sync can fail if the structure of your connected data source changes. For example: - A column or field was deleted. - A sheet was renamed. - An account structure changed. - A required field was moved or renamed. The error details should indicate which field or data element the connection expected. To fix the issue: 1. Check the error details. 2. Restore the missing or renamed field in the source, if applicable. 3. Alternatively, open **Data Source** and update the mapping. 4. Save your changes. 5. Check the connection status. ## Check for Rate Limits Some data providers limit how frequently data can be retrieved. If your source has been rate-limited, ELECTE automatically retries the sync using progressively longer intervals. In most cases, no action is required. Wait for the next retry and check the connection status again. If the sync continues to fail for more than **24 hours**, contact our support team. ## Contact Support If you cannot resolve the sync error, contact our support team and include the **connection ID** shown in the error panel. > **Tip:** Don't delete and recreate a connection before contacting support. Keeping the original connection and its error details can help us identify the cause more quickly. --- # AI for European SMEs: The 2026 Playbook > The 34-page playbook for putting AI to work in a European SME: what to automate, what to keep human, and how to stay inside the EU rulebook. Free PDF, or in your store of choice. Source: https://www.electe.net/publications/ai-european-smes-2026-playbook --- # The B+ Trap: How AI Compresses the Creative Spectrum — And What a Rebel Architecture Could Change > Why generative systems converge on competent-but-unremarkable output, and an architectural argument for preserving the tails of the creative distribution. Source: https://www.electe.net/publications/b-plus-trap-ai-creative-spectrum