A seamless presentation of an audit may be the difference between closing a sale or losing a lead! Ensure you're up to speed on the best way to present an audit and what functions the audits have.
Presentation mode
You can access the presentation mode by clicking on the first icon next to share button under your profile picture.
This will take you to an almost identical view, but you will notice that the search bar, all reports button and profile silhouette are hidden from view. Once in presentation mode, you can discuss your findings with your client without any visual distractions.
Please be aware that you cannot make any modifications to the report, such as adding competitors and products, so be sure to prepare your report before presenting it to your client.
You will still be able to see the following sections from within presentation mode:
Overview
Detail
Competitors
Proposal
Showcase
To exit presentation mode, simply click on the cross icon underneath the overall score and then select Exit presentation mode. This will return you to Insites where you can continue editing or adding new businesses to analyse.
Hiding checks
If you need to hide certain test results from presentation mode, it is very easy to do so. You can find our guide as part of understanding the overview tab. You may need to do this if you want to steer the conversation in a particular direction, or if a particular check is not relevant to your client.
Checkpoints can only be hidden & un-hidden in the sales agent view, before you enter the presentation mode.
From the overview screen, you will notice that a cross appears whenever you hover over any of the test results. If you click on this cross, the test will be hidden from the presentation mode:
Un-hiding checks
If you need to restore a hidden test result, the process is similar to hiding it. You can see how many tests are hidden when viewing the overview page before entering presentation mode. This is marked by a footnote in each section that will display the number of hidden tests (e.g. + 2 hidden in the example below). Selecting this will display which tests are hidden and will allow you to restore them too, by simply selecting Restore next to the test you want to unhide:
Any hidden tests restored will now appear in presentation mode.