Search results for create a visualizer

235 articles found

• Create an Outbound Campaign

  Previous - Create an Email Template Overview Outbound Campaign refers to the process of making Visualizers en masse. This article explains how to create an outbound campaign in ValueCore, which

• Create an Email Template

  Previous - Edit Group Variable Overview This article explains how to create email templates in ValueCore, allowing users to design and customize emails for various purposes. It covers setting up

• Integrate with HubSpot CRM for Value Collaborator

  Overview You can encourage your sales reps to use HubSpot more consistently and effectively by providing a one-click value statement that your reps can use to position themselves as true challengers

• Create Help Panels using Tags

  Overview Help Panels could be easily created in Value Collaborator. However, you can also create help panels using tags. Step-by-Step Guide Follow the steps to Edit your Visualizer Type. On the

• 30 June 2023 Release

  Enhancements Sales Dashboard NEW Sales Dashboard design New End User Capabilities Close Visualizer - the user can close Visualizers as "Won" or "Lost" (Hover on the "Actions" menu > click "Close" >

• STEP 10: Add Dynamic Variables for Word Export in Value Collaborator and Discovery Wizard

  Previous - Add Charts in Value Collaborator Overview When you create a Prototype, you have the option to export the values to a Microsoft Word document. As part of the business process, your client

• STEP 11: Add Dynamic Variables for PPT Export in Value Collaborator and Discovery Wizard

  Previous - Add Dynamic Variables for Word Export Overview When you create a Prototype, you can export the values to a Microsoft PowerPoint presentation. As part of the business process, your client

• Enable/Disable Notification Preferences for your Profile

  Overview You can enable/disable notification preferences for your profile. Step-by-Step Guide Follow the steps to Access your Profile Page. On the Edit Profile page, click Notification Preferences.

• Enable the Template Option for Visualizers

  Overview By activating the template option in the Settings, you can enable the template option when creating visualizers. Step-by-Step Guide Follow the steps to Add a Simple Table in Value

• How to create native charts for Google Slides?

  Overview All Google Slides presentations need to be uploaded into ValueCore as PowerPoint or .pptx files. However, you need to be careful when formatting native PowerPoint charts when using Google

• Activate Extension Buttons for Custom Created Tabs/Sections

  Overview The extension buttons that are not activated in custom created tabs or sections can easily be activated using the Tag feature in Variable Types.. Step-by-Step Guide Follow the steps to

• Why can't I upload a new Excel spreadsheet to the model?

  First, you will want to check that you are the owner of the model. The owner will be displayed in the upper righthand corner of the Visualizer under "Copy" and "Delete". Contact the owner or a

• Flag Admin True/False to Hide/Unhide from the Sales Team/Users

  Overview There are times when you want the changes made in the Visualizer Type to be hidden from the Sales team or the users. By flagging the admin as true or false, you can hide or unhide the

• Add Tags to Admins/Users in the Manage Organization Page

  Overview You can add tags to users and admins based on geographical regions, locations, designations, or roles within a company. Step-by-Step Guide Click Manage Tags on the Manage Organization page.

• Advanced Features Home Page

  The "Advanced Features in ValueCore" homepage highlights the platform’s powerful tools, including customizable reporting, real-time analytics, third-party integrations, and complex model building. It

• Edit Group Variable

  Previous - Add a Logo and Images for Word Export Overview This article explains how to edit group variables. While many adjustments can be easily made within the platform, some changes require more

• Add Single Variables in Discovery Wizard (Google Sheets Version)

  Overview This article focuses on adding single variables in the Discovery Wizard for Google Sheets, walking users through the process of incorporating individual data points into their value models.

• Add Dynamic Charts to Word Documents

  Overview Previously, only PowerPoint supported native charts based on code references. For Word documents, an extension had to be created to generate charts, which made the process complicated. To

• Get to Know the Close Visualizers Tab on the Sales Dashboard

  Overview This page provides details about visualizers that have been closed. Step-by-Step Guide Click Sales Dashboard. Click Close Visualizers on the top navigation. The Close Visualizers page

• Restore Archived Visualizers using the Sales Dashboard

  Overview Once you have archived visualizers, you can easily restore them. Step-by-step Guide Follow the steps to Archive Visualizers using the Sales Dashboard. Click the Archived Visualizers tab on

• 17 January 2025 Release

  HTML table of contents and TinyMCE New Features & Bug Fixes in this Release Admin FeaturesDashboard Analytics/Activity Report Label Visualizers with Test, Sample or Acme in their Name as Sample Bug

• Add Dynamic Charts for PPT Export in Discovery Wizard (Google Sheets Version)

  Overview PowerPoint supports native charts based on code references. Step-by-Step Guide Follow the steps to Export Excel to get Visualizer Type Details in Excel Format in DW or Export Excel to get

• Dynamic Variables for Word and PPT Export

  Overview While exporting visualizers to Word and Export, you need to use dynamic variables. The format of dynamic variables differs for each purpose. System Variables Visualizer Date <VRDateVR>

• 1 September 2023 Release

  Enhancements Import Model via Excel Support operations with percentages (X*2%) Supports '=+' from Excel Blockly supports X*-1 formula type Add VROI_STRING_TRANSLATION tab to automatically generate an

• Change the Panel Name of the Extensions using the Extensions Tab

  Overview While adding extensions primarily images, videos, and charts to the prototype you are required to add a Panel Name. But it can be changed easily using the Extensions tab on the Visualizer

• STEP 7: Add/Change Colors in Value Collaborator

  Previous - Add a Simple Table in Value Collaborator Overview Panel Background Color You can choose any color you prefer to style the Prototype page, tables, and charts. This allows you to customize

• Upload Custom Excel Document for Export (Google Sheets Version)

  Overview Our tool is designed to provide versatile report export options to cater to different user needs. In addition to exporting reports in PowerPoint and MS Word formats, our tool also supports

• Move an Extension to Another Tab/Section using the Extensions Tab in Advanced

  Overview You can move an extension added to a tab or section to another tab or section. Step-by-Step Guide Follow the steps to Edit your Visualizer Type. Click Advanced and then click Extensions on

• How to generate an API key?

  Overview With ValueCore you can easily generate API keys to facilitate authentication and authorization. Note: You can generate API keys only for those Visualizer Types that have been pushed into

• Switch Between Multiple Images

  Overview Create a Graphic Chooser that enables switching the video display extension between multiple pictures. The example below supports 5 different graphics. Step-by-Step Guide Create a variable

• Switch Between Multiple Videos

  Overview Create a Video Chooser that enables switching the video display extension between multiple videos. The example below supports 4 different videos. Step-by-Step Guide Create a variable to

• STEP 17: View/Download Activity Report

  Previous - View the Visualizer Type Data Overview This article explains that user activities in ValueCore are tracked in real-time, providing a detailed log of actions taken within the platform. The

• Get to Know the Settings Tab in Discovery Wizard

  Overview You can easily customize your prototype using the Settings tab. Step-by-Step Guide Click Discovery Wizard on the Visualizer Type page. Click Settings. Style Click to select from the Font

• STEP 2: Introduction to Building Your Model

  Previous - Log in to your Account Overview This article delves into the essential elements or factors that are necessary for constructing a mathematical model. A mathematical model is a

• 19 May 2023 Release

  Enhancements Import Model via Excel Generic File The Excel sheet named "VC_Notes" will be ignored during the import process. Table rows and columns starting with "VC_Notes" will be ignored during the

• Get to Know the Settings Tab on the Sales Dashboard

  Overview The Settings tab allows you to make different changes to the Sales Dashboard page. Step-by-Step Guide Click Sales Dashboard. Click your name on the top right corner of the page. Click to

• Change the Order of Tabs in Value Collaborator

  Overview The tabs appear in the same order as given in the generic file or the flat file. But on the UI Builder page, you have the option to change the order of the tabs. Step-by-Step Guide Open your

• Display the Same Charts, Images, or Videos on Multiple Tabs & Sections of a Prototype

  Overview There are times you want the same Charts, Images, and Videos, collectively known as Extensions, to appear on multiple tabs and sections of a prototype. Step-by-Step Guide Open your

• Get to Know the Flat File: Variables, Initial Testing, and Advanced Layout

  1. Template Once you have built your model in Excel/sheets (if any of these terms seem unfamiliar, read the introduction guide for a better understanding), you must configure it to upload into our

• Setting the Save-to-Finish Redirect in Discovery Wizard

  Overview When you save the prototype created, You can decide which page to be redirected to. Step-by-Step Guide Click Discovery Wizard on the Visualizer Type page. Follow the steps to Add Variables

• Make the Tables and Extensions Appear Full Width using Group Variable

  Overview Through a code change, the different segments in Value Collaborator such as tables and extensions can be made to appear full-width. Step-by-Step Guide Open your Visualizer Type by following

• Add a Note or a Caption to a Chart

  Overview Highcharts allow for an array of customization to any charts. Hence, you can easily add a caption or a note below a chart. Step-by-Step Guide Follow the steps to Add Charts in Value

• How to use commas in Enumerated Values?

  To put a comma in Enum listings, (the part that displays IN the visualizer) - you can’t use a real comma: ‚ It’s a German character that looks like a comma, Unicode character Name Oct Dec Hex HTML ‚

• How do I upload PowerPoint presentations for download?

  On the Visualizer Type page, click Upload a Custom PowerPoint 1 for Download. The PowerPoint upload panel will then prompt you to upload the presentation. You can upload up to 5 separate

• Can I upload a PDF for a PDF export?

  No, you cannot directly upload a PDF for a PDF export. To be able to export PDF, click Upload a Custom PowerPoint for Export on the Visualizer Type page to upload a PowerPoint presentation in your

• Add a Table in Discovery Wizard (Google Sheets Version)

  Overview This article explains how to add a table in the Discovery Wizard for Google Sheets, guiding users through the process of organizing and presenting data in a structured format. By adding

• Choose a Different Persona for a Member

  Overview There are times we need to change the role of a member or user. You must have admin access to change the persona of a member or user. If you do not see the described options please reach out

• Get to Know the Settings Tab in Discovery Wizard (Google Sheets Version)

  Overview This article explores the "Settings" tab in the Discovery Wizard for Google Sheets, giving users a detailed look at its features and functions. The Settings tab acts as a control center for

• Transfer Ownership of an Organization to Another Member

  Overview It may be necessary to transfer ownership of an organization or Visualizer Type to someone else such as a Salesforce administrator or single sign-on specialist so that they can integrate

• 31 May 2024 Release

  Enhancements Discovery Wizard (User Interface) Currency button (with currency conversion) Admin users (model owners) can turn the currency button on/off in the Discovery Wizard UI. Discovery Wizard