Tutorial: How Do I Navigate Competitive Analysis Market Workbooks?

18 STEPS

1. This guide will teach you how to navigate module-specific workbooks and where to locate key features.

2. Competitive Analysis will take you to a market workbook.

A workbook is where you filter and analyze a set of products that are based on your saved filter set/default filters.

3. The filter panel is located down the lefthand side of the page.

The filters added here dictate the products in your workbook.

4. Analysis on these products is visualized in tabs, each with a specific analysis type.

The default analysis types open will be dependent on the module you navigate from and recommended for your module-specific analysis.

5. Click on a the Colors tab to view the colors chart of the products within your workbook.

6. All analysis types have chart controls that allow you to customize your view.

7. The Group By and Split On chart controls can be found on all analysis types.

8. Click on the three-dot menu on each tab.

9. This gives you the option to Delete, Rename or Duplicate your tab.

10. Click on the plus symbol to add a new tab.

11. You can then select the analysis type of your choice.

12. Click on the products tab to view the products that meet the criteria of the applied filters.

13. Click on a product card to see more information.

14. A more detailed page of the product will then open with more information.

15. In the top right of your page you will find your options for saving and sharing your workbook analysis.

16. Clicking your name in the top right of the page will give you access to Settings.

17. Clicking Help will allow you to access the Help Center, Contact Support, and the Academy.

18. The product switcher is located in the top left of your page and allows you to navigate between products.

This tutorial is now complete.