Why Use Watchlist?
The Watchlist transforms how you monitor business relationships by providing:
Real-time value scores with intuitive color-coded indicators (green for positive, red for negative trends)
Interactive trend charts showing historical value changes at a glance
Instant performance visibility without navigating through multiple screens
Focused monitoring of relationships that matter most to your business success
Getting Started with Watchlist
Adding Companies to Your Watchlist
Transform your dashboard into a powerful monitoring hub in just a few clicks:
Step 1: Open the Watchlist Manager
Look for the "Watchlist" section in your dashboard. You'll spot a blue plus (+) icon next to the title. Click this icon to open the watchlist management panel.
Step 2: Browse or Search for Companies
Once the panel opens, you'll see:
A complete grid of all your linked customers or vendors
Each company displayed with their logo and name
Current watchlist status for each company
Pro tip: Use the search bar at the top to quickly filter and find specific companies - just start typing and watch the list update in real-time!
Step 3: Add to Watchlist
To start tracking a company:
Find the company you want to monitor
Click the green "+ Watch" button next to their name
Wait for the loading indicator to confirm the action
The button will change to a red "Remove" button, confirming the company is now being watched
Step 4: View Your Watchlist Cards
Close the panel and return to your dashboard. Your newly added companies will appear as interactive cards in the Watchlist section, ready to provide instant insights.
Understanding Watchlist Cards
Each Watchlist card is a mini-dashboard packed with valuable information:
Card Components
Company Header: Displays the company logo and name for quick identification
Value Score: Shows the current value metric with color-coding:
🟢 Green indicates positive performance trends
🔴 Red signals areas needing attention
Trend Chart: An interactive visualization showing the value journey over time
Quick Remove: An X icon in the top-right corner for easy removal
Managing Your Watchlist
Removing Companies from Watchlist
When priorities shift, updating your Watchlist is simple. You have two convenient methods:
Method 1: Quick Remove from Cards
Hover over any Watchlist card
Click the X icon in the top-right corner
Confirm removal in the dialog that appears
Click "Remove" to confirm or "Cancel" to keep watching
Method 2: Bulk Management via Panel
Click the plus icon to open the Watchlist manager
Find companies marked with red "Remove" buttons
Click "Remove" next to any company you want to stop watching
Changes apply immediately
Best Practices for Watchlist Management
Keep it focused: Limit your Watchlist to 5-10 key relationships for optimal monitoring
Regular reviews: Update your Watchlist monthly to ensure it reflects current priorities
Mix and match: Balance high-performing and at-risk relationships for comprehensive oversight
Use search wisely: The search function helps manage large customer bases efficiently