Cognition360

1. Get Connected 7

• Welcome to Cognition360!
• Step 1 - Review Terms
• Step 2a - Authorize ConnectWise Cloud
• STEP 2b - On-Prem Installation of Cognition360 Data Service
• Step 3 - Create Office 365 Account

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2. Share to Your Team 3

• PowerBI - Adding App Permissions
• Your First Onboarding Meeting
• Successive Onboarding Meetings

3. Dig In 4

• Day One Recommendations
• Report Cadence
• Long-term Usage of Reports
• Agreement Profit Reporting Comparison to CW Manage Financial Dashboard

4. Setup for Success 4

• Keep in Touch With Us!
• Choose Your Adventure
• PowerBI How to set up an alert for refresh failures
• Security / Data Handling FAQ