DUNS®: The D-U-N-S number is a unique 9-digit code that identifies a company or business entity within the Dun & Bradstreet Global Database.
Dashboard: The Dashboard presents essential data elements, offering an overview of the contents in the portfolio. You can personalize the Dashboard to display data by country, folders, and table columns of your choice, creating a personalized view.
Risk Distribution: The Portfolio Risk Distribution section allows you to select a D&B score of your choice and view its distribution across all companies in the portfolio or within specific folders. This feature enables you to quickly assess the overall risk of the portfolio. Clicking on a bar in the graph provides a list of companies with corresponding scores or Risk Bands, helping you understand their risk levels.
Recent Alerts: The Alerts section contains triggered alert notifications that are displayed in D&B Finance Analytics to help you monitor activity on companies in the portfolio.
Workspace Library: The Workspace Library assists you in efficiently organizing all the business records which are consulted and monitored. It includes a comprehensive view of the companies saved in the portfolio, folders (private and shared), snapshots, investigations, and the complete history of companies consulted in D&B Finance Analytics.
Folders: Folders help you organize the portfolio into distinct groups, allowing separate analysis and custom alert settings. Folders can be private or shared and can contain snapshots and/or companies saved to the portfolio. Admins have access to all folders, even if they are private. If you add a company to the portfolio without assigning it to a specific folder, it will be accessible under 'D&B Live Reports'. Additionally, it will appear under the 'My Companies' folder, with its content varying for each user.
D&B Live Reports: This section provides an overview of all companies added to the portfolio for monitoring. All the companies under D&B Live Reports have ‘Live’ data available. Here, you can apply filters, use the search feature to find a specific company in the portfolio, copy companies to a folder, delete companies, select available variables for your columns, set an alert profile for the entire portfolio, and export the portfolio. In 'D&B Live Reports,' there is no distinction between private and shared companies.
Snapshots: These are static reports that have been saved by a user at a certain point in time. Snapshots are used to maintain an audit trail to confirm what credit decisions were made at a specific time.
All Companies: This section provides an overview of all companies in the portfolio and those with saved snapshots. Please note that 'All Companies' does not include companies for which only a report was consulted. Furthermore, all actions related to portfolio companies and snapshots are accessible under 'D&B Live Reports' and 'Snapshots'.
U.S. Public Records: In this section you can search for Company U.S. Public Records. This section is not applicable for companies outside of the United States.
Investigations: This section offers an overview of both pending and completed investigations. These investigations can be initiated to validate information of a Live Report or to locate a company that is not yet present in the D&B database.
History: This section offers an overview of all companies consulted in D&B Finance Analytics, which includes a combination of D&B Live reports, Investigations, and companies added to the portfolio.
Portfolio Insight: This section allows you to analyse companies in the portfolio and assess country-specific risk levels. It provides a portfolio risk breakdown and distribution summary. Users can also analyse potential risks at country or regional level. Companies added to the portfolio are automatically included in ‘Portfolio Insight’. However, when manually saving a company to the portfolio, there is the option to exclude it from ‘Portfolio Insight’. For instance, if you want to monitor a competitor without having a business relationship, you can choose not to include them in the portfolio's risk breakdown and risk distribution.
Portfolio summary - Risk breakdown: The Risk breakdown provides an overview that compares specific risk types within the portfolio. For instance, it allows you to compare 'Failure Risk' with 'Slow Payment Risk.' Clicking on a specific outcome reveals the companies that meet these criteria.
Portfolio summary - Risk Distribution: The Portfolio Risk Distribution section allows you to select a D&B score of your choice and view its distribution across all companies in the portfolio. Clicking on a bar in the graph provides a list of companies with corresponding scores or Risk Bands, helping users understand their risk levels.
Country/Regional Insight: This section enables you to choose countries to view their risk category and rating outlook. There is also the option to order a Country Insight report or snapshot. Be aware that country reports and snapshots are more expensive than company reports. Please consult the contract or contract owner for pricing details.
Tools: This section is divided into two parts. The first part is 'Alert Profiles,' where you can create custom notifications to monitor portfolio company activities. The second part is 'Data Management,' which allows users to manage advanced filters, view exports, and, for admin users, import companies in bulk and customize exports.
Data management - Advanced Filters: This section enables users to segment companies within the portfolio using various filter combinations. For instance, you can filter based on specific risk levels, countries, and/or folders. The results of these filters can be saved in a new folder.
Data management - Schedule Filters: This section is closely linked to the 'advanced filters' option, enabling users to automate the periodic execution of advanced filters. This feature is particularly valuable for maintaining the consistency of a folder as company ratings and scores evolve.
Data management - My exports: Download and view recent portfolio exports. These exports are accessible for 7 days and are exclusive to admin users and the user who requested the export.
Export data: This section allows admin users to perform a customized export of the portfolio. Choose the data type, category, and variables for your export. For a standard export, select the export option under 'D&B Live Reports' in the Workspace Library.
Import data: Admin users have the capability to add companies to the portfolio in large quantities. The companies imported in this manner can be found under 'D&B Live Reports' in the Workspace Library and within 'Folders' if organized as such. While the confidence code for matching aids in maintaining data quality within the portfolio, it's worth noting that this code does not filter out inactive entities. For a more precise data quality check prior to importing companies, please get in touch with Altares D&B.
Portfolio optimization: This section allows admin users to periodically clean and refresh the portfolio, which is particularly useful when you want to replace the existing portfolio with a new list.
Username: Clicking on your username opens the profile settings section, where you can customize your landing page, language, currency preferences, and set up automatic snapshots when requesting a credit report. You can also configure reminders for adding a company to your portfolio when requesting a report.
Subscription: This section is only available to admin users and can be accessed to view and download a transaction list. The transaction list does not include the values of the transactions.
Manage Users: This section is only available to admin users and allows them to add or deactivate users and customize user privileges.
Utility Management: This section is only available to admin users and can be accessed to tailor settings for inactivity-based logout, email security, IP security, and the level of detail in reports. By default, users receive the most comprehensive reports available.
Update your business: US-based companies can update their own business information via the provided website. For updates to your Dutch or Belgian business details, please contact the Altares D&B Customer Service department.