Getting started
To start using the XTM Cloud Business Intelligence Dashboard, contact the XTM Sales department and do the following, if relevant:
Request access to the XTM Cloud Business Intelligence Dashboard – discuss which XTM Cloud Business Intelligence Dashboard option, Standard or Premium, will be most suitable for you. You will be granted access to the appropriate XTM Cloud BI Dashboard, and a link to it, according to which option you select.
Provide Client information – you must provide the XTM Sales department with a list of the user emails that are to be granted access to the XTM Cloud BI Dashboard to XTM Sales department:
If you use a customized WWC matrix, provide it to the XTM Sales department.
Contact Sales
XTM Sales Team sales@xtm.cloud.
Once they collect all the required data, the XTM Sales representative will pass it to the XTM Support team, which will use it to set your XTM Cloud Business Intelligence Dashboard account up. For details, see XTM Cloud BI Dashboards account creation rules.