Create a Visualizer
Overview
You can create Visualizers only from those Visualizer Types that you own and that have been pushed into production.
Step-by-Step Guide
- Follow the steps to Push a Visualizer Type into Production.
- On the Home page, click Sales Dashboard.
- Click Create Visualizer. The Create New Visualizer pop-up box appears.
Enter a name for the Visualizer in the Visualizer Name field.
Click to select the Visualizer from the Select Visualizer drop-down list.
The Description field is optional but you can include the customer name, date, etc. to keep track.
Keep the toggle button for Live Analysis enabled.
Click Create. The Visualizer opens in a new tab.
The newly created Visualizer appears on the Sales Dashboard page.
- Click the newly created Visualizer and the visualizer opens.
- If both Discovery Wizard and Value Collaborator are configured, then you would be shown both and you can select from it.
Note:
- If the Live Analysis toggle Button on the Create New Visualizer pop-up box is disabled, it goes into test mode and you will not get any email notifications.