A good first step when starting to use Business Radar is to set up your portfolio. The portfolio can then be used to access information about the same group of companies inside Business Radar.
Follow these steps to set up your first portfolio in Business Radar and begin monitoring companies.
Access Portfolios: Log in, open the "Portfolios" tab, and view available or shared portfolios.
Create a New Portfolio: Click "Create," name your portfolio (e.g., "Demo Portfolio"), and save.
Add Companies:
Search by country and name, and add the company you want to track.
Optionally, include subsidiaries or the corporate tree.
Bulk Import: Import a list of companies via Excel or CSV by mapping fields (e.g., DNB number). Helpful information and tips for the batch upload can be found in this article.
Once complete, view companies in your portfolio for ongoing monitoring. Next, learn to set up alerts.