Help CenterGetting Started with SIAC Demo
help.faqCategory.getting-started
5 min read

Getting Started with SIAC Demo

Learn the core concepts and navigate the platform confidently from day one.

This SIAC demo is a frontend-only profitability workspace that gives finance and operations leaders a view of revenue, cost, margin, projects, customers, IPC, and risk performance across SIAC entities.

Your First Steps

1

Log in and reach the Overview Dashboard

After logging in, you land on the Executive Overview page. This shows your top-level KPIs: Total Revenue, Total Cost, Net Profit, and Profit Margin — all for the current year to date. These numbers are your starting point.

2

Understand the filter bar

At the top of every analytics page you will find the filter bar. Use it to select a date range, SIAC entity, and department. Filters apply to all charts and tables on the page simultaneously. Start with 'All SIAC Entities' and 'Year to Date' to see the full picture.

3

Navigate the Profitability section

The left sidebar gives you access to Revenue, Cost, Profit, and Smart Insights tabs. Each tab focuses on a specific financial dimension. Revenue shows where money comes from by customer group and SIAC entity. Cost shows where money goes. Profit shows the net result and margin analysis by department.

4

Generate your first Monthly Report

Go to BoD Reports in the sidebar. Click Generate New Report, select the month and year, and review the SIAC board summary with KPI highlights, risk themes, decisions, and recommended actions.

Tips for New Users

Use the AI Assistant (Ask Me) to ask plain-language questions like 'Which SIAC segment has the best margin?' - it is faster than navigating manually.

Bookmark the Overview Dashboard as your daily starting point. It gives you the pulse of the organization in under 30 seconds.

If a chart looks wrong, check the filter bar first — a narrow date range or a single-entity filter is the most common cause of unexpected numbers.

Related Articles

Understanding Profit Margins

How Net Income, EBITDA, and segment margins are calculated in the SIAC demo.

Using the AI Assistant

What the SIAC AI Analyst can answer, how to ask good questions, and what its limits are.