Amy: Ross, what verbiage would you like added to the videos? Would you like simply a description of a video or some bulleted how-tos written out for people to be able to consult if they don't wish to watch the video?
State Sales Heat Map Basics - Video Tutorial
This video tutorial demonstrates how to use the major features of the State Sales Heat Map. In this video, we will learn:
- How to add the heat map to our dashboard
- The different components of the map
- How to understand and interact with these components
- How to access and change map settings, using the Settings Gear
How to Run Reports - Video Tutorial
This video tutorial demonstrates how to run reports using the State Sales Heat Map. In this video, we will learn:
- How to select the desired parameters for your report, using the Settings Gear
- How to interpret data displayed on the Sales Heat Map
- How to determine what data points to explore and, therefore, which reports to run
- What clicking on states and regions on the State Sales Heat map achieves
- How to run reports directly from the State Sales Heat Map
- How to schedule and export reports
- How to change parameters in a report that you have already run
Did you know?
You can change the parameters of any report you run by double-clicking on the parameter you want changed listed in the blue box located in the upper left-hand corner of the report.