Set-Up: Customer Analysis

1. Create and Activate a New Workspace

Learn how to create and activate a new workspace in order to organize your work (perhaps by project, data vintage, or user).

Walk-Through (this will open ENVISION and require you to log in)

Create and Activate a New Workspace

QuickStarts (step-by-step guides hosted here on our Community)

Creating and Activating a New Workspace

 

2. Create Areas (Based on Standard Geography)

Learn how to use a standard geography list to create an area to use as a benchmark or trade area. You can create a new area if you know either the name or code of that geography.

Walk-Through (this will open ENVISION and require you to log in)

Create Areas (Based on Standard Geography)

QuickStarts (step-by-step guides hosted here on our Community)

Creating Areas using Standard Geographies

 

Ready to proceed?

You should have the following assets:

  • New Activated Workspace
  • Benchmark Areas for your Analysis (My Data > Areas)

Once you have the appropriate assets, please proceed to Lesson 1: Import Customers, View Geostats and Download

Powered by Zendesk