Customizing an Individual Snapshot Report
Customizing the Snapshot Report can ensure that it fits perfectly with the sales story you're telling your prospects. With so many different elements to customize, it can lead to many questions. Below are answers to common questions about Snapshot Report customization.
Salespeople can choose which sections to show or omit from the Snapshot Report from within Sales & Success Center. To view and edit the Snapshot Report for an individual account, click on the Snapshot Report icon.
The side panel will open on the right, click "View Full Report".
Beside each section in the Snapshot Report, there is a toggle. This toggle indicates which sections will show in the Snapshot Report to the client. If you do not want to show a section, simply un-toggle the section before you view the report.
You can also edit the message that appears in each section by selecting the Edit Message button.
You can also rearrange the order that items appear in the Snapshot Report by dragging and dropping the items in the left-hand column.
Customizing the Default Snapshot Report Template
You can manage the default Snapshot template for all new Accounts via Partner Center > Administration > Customize > Partner Branding > Sales > Edit Default Snapshot Template or for each Market via Partner Center > Administration > Customize > Markets > [Market Name] > Sales > Edit Default Snapshot Template.
Here you’ll see a blank Snapshot Report where you can select the sections you'd like to edit.
Keep in mind that your salespeople will still have the power to enable sections that are disabled by default and edit the marketing messages for each section.
Can you remove letter grades from the Snapshot Report?
Letter grades can be removed from Snapshot Reports both across all accounts or on an individual basis.
To remove them from all future reports, go to Partner Center > Administration > Customize > Sales > Edit Default Snapshot Template.
Once you're in the template edit screen, deselect 'Show letter grades and Overall Score'.
You also have the option of only removing the secondary letter grades, which are the grades found within each section. This will allow you to continue showing the overall grade for each section, but remove grading for each data point.
NOTE: This will remove letter grades for all Snapshots created after the change in the template.
You can also remove or add grades on an individual Snapshot basis. Simply select the specific Snapshot Report from the Sales & Success Center. When accessed, you'll see the same options as those from the edit template screen. Either select or deselect the 'Show letter grades and Overall Score' option as needed.
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