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You’ve indicated that this is a "test" analysis. If you will be entering real customer data into this analysis, we encourage you to identify this analysis as "Live." This helps better segment valuable real customer data and less valuable data that comes from other uses of the tool like testing and training. Segmenting Live and Test data helps us improve the tool over time by providing valuable data for benchmarking and other analytics.

Still not sure what to pick? Don’t worry, you can change your selection on any screen of the analysis by clicking the icon that appears next to the analysis name at the top of the screen.

Please confirm your selection below. TEST LIVE
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Presentation Mode

Presentation mode is a feature that allows you to share the results of your analysis with an audience in real-time or anytime. You can click Configure to edit and add to online slides that present the visualizations from this Results screen in an interactive presentation. When you are done editing, you can send a link to the deck to anyone you wish to present to. Recipients will always see the most up-to-date set of results when they click the link, meaning you don't have to re-configure the deck each time you make a change.

If you simply want to view the presentation and not edit it, click View Presentation, Only you can edit a presentation. When they follow the link you send them, recipients will only see the same thing that you see when you click View Presentation - they won't have access to the tool or inputs, but they can watch and interact with the presentation online whenever it is convenient for them.

iOS compatibility is coming soon! Use your iPad to edit and present the results of your analysis.

. Configure Presentation
S View Presentation

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Please Note: We will be performing scheduled maintenance on the Advisor Framework Sunday, June 16 from 9:30 PM – 10:30 AM Pacific Standard Time. During this time, you may be temporarily unable to access your account.
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