Help Center
Find answers, learn best practices, and get the most out of ERPRev Dashboard ProMax.
🚀
Getting Started
Set up your account, connect ERPRev, and configure your dashboard.
- Creating your account
- Connecting ERPRev credentials
- Understanding the dashboard layout
- Setting up your first filters
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Dashboard & KPIs
Learn about the 426 KPI cards, tabs, and how to use drill-down.
- Navigating dashboard tabs
- Understanding KPI cards
- Using drill-down panels
- Customizing your view
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Intelligence Suites
Master the 9 intelligence suites and their health scores.
- Financial Intelligence
- Sales Intelligence
- Inventory Intelligence
- Customer Intelligence
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Smart Alerts
Configure automated alerts and correlation monitoring.
- Alert types explained
- Setting alert thresholds
- Managing notifications
- Alert correlations
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Process Mining
Visualize and optimize your business processes.
- Order-to-Cash flows
- Purchase-to-Pay analysis
- Identifying bottlenecks
- Process optimization
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AI Insights
Get the most from ERPRev AI Engine analysis.
- How AI insights work
- Key findings & risks
- Action plans
- Morning Briefing
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Security & Access
Manage users, roles, 2FA, and data permissions.
- User roles explained
- Setting up 2FA
- Managing team access
- Data export controls
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Settings & Config
Customize branding, preferences, and integrations.
- Branding settings
- Notification preferences
- Currency configuration
- API settings
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Mobile & PWA
Use ERPRev ProMax on mobile and install as an app.
- Installing the PWA
- Mobile navigation
- Offline support
- Push notifications
Popular Topics
How do I connect my ERPRev account?
Go to Settings > ERPRev Credentials and enter your API key, API secret, and account URL. The system will verify the connection automatically.
What are intelligence suites?
Intelligence suites are specialized analytics engines that analyze specific domains of your business — financial, sales, inventory, etc. Each suite generates a health score (0-100) and actionable insights.
How does drill-down work?
Click any KPI card, table row, or chart element to open the drill-down panel. It shows the underlying records that make up that metric, with full detail views.
Can I export data?
Yes. Most tables and charts support CSV/Excel export. Export permissions can be controlled per-role by your administrator.
How do smart alerts work?
16 automated checkers run every 10 minutes, monitoring cash runway, overdue invoices, stock levels, and more. Alerts appear in the notification center and can trigger email notifications.
Is my data secure?
Yes. We use AES-256-GCM encryption, HttpOnly JWT cookies, 2FA, RBAC with granular permissions, and complete tenant data isolation. See our Security page for details.
Still need help?
Our support team is available Monday-Friday, 9am-6pm WAT.