Create Order to Cash Dashboard
This bot will help auto generate a Bot Insight dashboard for the Order to Cash process.
Top Benefits
- Easy to use and integrate in new tasks without any technical supervision.
- Bot execution results in auto generated dashboard for the Order to Cash process, showing valuable metrics to the end user.
This bot is designed to work as a demo on how an Order to Cash dashboard can be created in Bot Insights. To run the example, a user needs to provide input data in the form of a CSV file. A sample of this information is provided in the CSV file included with the bot.
The sample CSV provided should be placed in My Docs folder for proper bot execution. Feel free to use the sample CSV as a template - replacing its contents with real data. Alternatively, an existing task for a similar process could populate this CSV file with actual data to generate the desired dashboard.
Free
- Bot Security Program
-
Level 1
- Applications
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- Business Process
- Finance & AccountingRPA Development
- Category
- Banking and Financial ServicesInsights
- Downloads
- 212
- Vendor
- Automation Type
- Bot
- Last Updated
- January 27, 2021
- First Published
- May 29, 2018
- Platform
- 11.1
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Inputs: Sample CSV provided should be placed in My Docs folder