Your new home for smarter, faster Credit Compass insights 

What Is Principa.Cloud? 

Principa.Cloud is your new secure, always-on portal where you can view, download, and explore your Credit Compass Bureau Benchmarking (CC-BB) data like never before. It replaces the limited, one-directional Power BI links with a centralised, user-friendly interface designed specifically for credit and sales teams who need both speed and strategic depth.  Principa.Cloud is built to evolve with you, with smarter technology, better usability, and more flexibility to support your decision-making at every level.  Here’s what it does for your team: 

• Clearer Visibility: Break down credit origination, account management, delinquency, and sales performance with an easy-to-navigate structure. 

• Real-Time Comparisons: Benchmark your performance against aggregated peer data to identify gaps and opportunities. 

• Unified Access Point: Manage your reports, users, and insights from a single, consistent platform. 

• Executive-Ready Insights: Enable fast, strategic conversations by reducing the time between data delivery and decision-making. 

• Scalable Infrastructure: Built for growth, as our data products evolve, Principa.Cloud will be the home for everything from customer-level insights to lead generation features.

Why the change?

We listened to feedback, assessed the limitations of the old reporting flow, and reimagined a platform that aligns with your strategic priorities and daily operational needs.  Here’s why we made the switch: 

• Secure, Client-Specific Access Each organisation has a private, rights-managed environment. You’ll never see other clients’ data, and they’ll never see yours. User permissions are customisable for internal control. 

• AI-Generated Commentary (Coming Soon) No more sifting through raw charts for insights, we’re rolling out automated commentary that interprets the data and delivers context you can use immediately. 

• Streamlined Navigation & UX Quick links, smart menus, and page-level arrows make it easy to get where you need to go, fast without losing your place or missing key information. 

• Downloadable Reports, Anytime No need to dig through emails or request re-sends. Access and download current and historical reports on demand from a secure document repository. 

• Future-Ready for New Features From automated customer-level insights to AI-powered lead generation and tailored pricing models, Principa.Cloud is designed to grow with your business. 

This platform is the first step in a broader evolution toward faster intelligence, broader benchmarking, and deeper strategic support for your credit and sales teams. 

How to Access Your Reports

1. Check your inbox: You’ll receive an email inviting you to register and set your password.

2. Go to Principa.Cloud: Log in using your email and new credentials.

3. Click on “Credit Compass”: You’ll land on the dashboard page where you can: 

• View your report online 

• Use navigation arrows or quick links to jump between sections 

• Download the full PDF with commentary (if enabled)

4. Invite team members (optional): If your access level permits, you can add team members under your account. 

Why this Matters 

• Increases internal alignment with shared, strategic metrics 

• Reduces time spent gathering data and formatting slides 

• Enhances proactive credit and sales risk management 

• Enables seamless follow-up with our analytics and consulting teams 

• Unlocks future product features like “one-click” lead generation from benchmark data 

Need Help?  If you experience any issues logging in or navigating the platform, contact us at: support@principa.co.za Or reach out directly to your Account Lead for a personalised walkthrough.