Numerik.ly

A guide to mentioning a person in a post.

How to use mentions in a new post

How to get notifications for your mobile device.

How to Turn on notifications to get alerts (Android & Apple)

Now you can change your default metric from revenue to any other metric when you open your leaderboard on the Numerik mobile app

How to change the default metric on Numerik mobile app leaderboards

Learn how to track your sales incentives and commissions with the Numerik Mobile App, designed for on-the-go sales professionals.

How to view incentive/commissions on the Numerik Mobile App

Quickly access and analyze customer sales data in the Numerik app with our straightforward guide.

How to find customer sales data on the Numerik mobile app

Follow this quick guide to set up custom sales reports in the Numerik App, enhancing your sales tracking and strategy.

How to set up sales reports on the Numerik mobile app

Set your sales goals easily with the Numerik App. Our quick guide helps you create targets efficiently for better sales management.

How to create a target in the Numerik Mobile App

Learn to use filters on Numerik's desktop scorecards for streamlined data analysis, focusing on specific regions, products, and sales.

How to use Filters on desktop scorecards

How to use the new landing page and Customer List feature.

How to Navigate Scorecards & Customer List on Numerik Landing Page (in App)

How to get invoice on Numerik App and website.

Steps on how to turn on notifications to get updates on your posts or when you get assigned on a task.

How to turn on Push Notifications

Instruction Guide for Budgeting in Numerik at Customer Level

Instruction Guide for Budgeting in Numerik at Product Group Level (Bottom-up approach).

How to Upload Contacts in Numerik

At Numerik, we use different seasonality methods depending on the business requirement and how the business operates.

How We Create Paceline Targets in Numerik

Sam Eichhorn

Fatima Jamal

Steph

As the name suggests... learn 'how to' in Numerik!

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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