Learn ways users have leveraged the option to create presentation templates & custom reports to fast track their workflows/processes
Use Case 1: Custom Report On Favorited Variables Only
Set up custom report on favorited variables that your team has selected to focus in on. Selecting these based on those variables with high positive correlations/drivers that your team typically review for a site.- For example, below is a list of a few variables that we often see team's add as favorites:
- Total Population
- Average Income
- Average Home Value
- A Few Social Segments
- Total Traffic & Commute Times
- Core Competitor Layer Counts
Use Case 2: Custom Report On Subset Of Portfolio
Set up custom report that compares only to a subset of sites in the portfolio by search and filter based on the naming convention used for sites.- For example, below is a list of some search terms that we often see team's filter by:
- DMA
- State
- Franchisee
- Site Type
Use Case 3: Custom Report Without Projection/Revenue Data
Set up custom report that excludes projection/revenue data for use when sharing with franchisees/team members- For example, below is a presentation template that applies those changes:
- Quick Demos
- Nearest Sites (Without Revenues)
- Nearest Layers
Use Case 4: Custom Report With Multiple Mileages
Set up custom report package that contains a series of reports for mileages your team is interested in studying in bulk.
- For example, below is a presentation template that includes data at a 2mi, 3mi, & 5mi view:
- Quick Demos 2 Mile
- Quick Demos 3 Mile
- Quick Demos 3 Mile
How to fast track the run of some Presentation Templates
Set up and favorite multiple presentation templates that you plan to leverage most often for run from main screen.- For example, below is a set of three presentation templates that have been favorited:
- Basic Template
- Basic Template Minus Revenues/Projections
- Favorited Variables Only Template