How to Run a Heat Map Report for a Specific Company

Known also as a 'white space' or 'gap analysis' report, the purpose of the heatmap report is to visually illustrate the connections that exist between the firm and the Individuals within a specific key client.

This report provides a clear and effective platform for both tactical and strategic client management decisions. Designed specifically to simplify the complexities of multiple relationships, this report aids in setting and tracking strategic client management initiatives. 

Beyond the natural business development and growth opportunities this report can identify, it works equally to identify risk. These risks may include relationship gaps, high-risk dependencies or relationships lacking particular seniority. Through its simple and colour-coded layout, the report serves to illustrate what is otherwise difficult, if not impossible, to ascertain or assess.

 

​

🚀 Launch Client Sense

1. Click on the Name of the Company

Click on the name of the Company you would like to run the Heat Map, Gap Analysis / White Space report for. You can click on the Company name from a Favourite List you already have or by using the Search Bar.

2. Click the Export Button

3. Click the Heat Map Option

Note: You can choose to alter the date range at this stage. This will alter who appears in the list of Employees and Individuals based on if they have or haven't had contact within the time period selected.

4. Click Export

Note: You can change the Format from 'By Employee', which will show the Employees down the left of the export, to 'By Individual' which will show the Employees up the top and will show Individuals from the external Company down the left.

5. Click Ok

6. Open the Downloaded Excel file

Depending on your PC settings, this might show in your Browser as below or may be found in your 'Downloads' folder.

📁 Microsoft Excel

7. Click Enable Editing

This allows you to alter and save the Heat Map file

Note: You can delete/hide Columns or Rows if you would like to hide certain Individuals or Employees from the Report.

Done!