How to Generate a Heat Map Report for Specific Individuals within a Company

 

Provides an overview of the active connections held (and not held) between the Employees at the firm and Individuals within a specific Company. This allows the firm to view overlap, gaps, white space, risks and opportunities. This report is specifically designed within Excel, to avoid the distraction of software, so that the report can be easily viewed and discussed with practice leaders or groups.

 

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🚀 Launch Client Sense

1. Click on Add

This will allow you to create a list that defines which individuals we would like to target as those we want included from the Company

2. Select Favourite List

Note: A Dynamic List can be used to automatically add Individuals or Companies to a list based on certain criteria. A Dynamic List can be used to create a Heat Map report also, but for the benefit of this example, we will use a static Favourite (or Favorite) list.

3. Give the Tab a Name

In our example we will call this Key Individuals

4. Click on Save

5. Search for the Company

In our example, we will look for Macquarie

6. Click on the Company Name

7. Click on the Favourites button for those Individuals you would like to include in your Heat Map report

8. Choose your List

In our example, we will choose the Key Individuals list we created.

Repeat this process for as many Individuals you would like to include

9. Click on Save

10. Click on the X

This will close the 360° Company view and will return you to the main Favourites screen

11. Right-click your List and Choose Heatmap Report

In this example, using your mouse, you will right click the Key Individuals tab and select Heatmap Report.

12. Click on Export

Selecting a different date range changes the Employees that will appear, depending on if they have had contact in the timeframe specified.

 

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Interactive Guide