Lesson 3: Presenting and Sharing Customer Analysis

Once you have analyzed and understood your customer base, you may want to present or share your analysis with colleagues. This lesson will cover Executive Reporting, Downloading Results and sharing via Microsite.

1. Create an Executive Customers Report

i. Choose from a selection of your licensed data to create a presentation-ready report based on your customer postal codes.

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

Create an Executive Customers Report

 

2. Share Results

ii. Create a Microsite to share your results via a unique URL for someone who may not have ENVISION.

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

Create and Populate a Microsite

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

Creating a Microsite

 

3. Complete

iii. Congratulations, you now have completed Introductory Customer Analysis and have imported and analyzed your customer list(s)!

 

4. Further Learning

Want to create maps of your customers? Check out our Mapping (Canada/USA) course.

 

Return to the Self-Guided ENVISION Learning section.

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