Creating a Segment
Reading Time: 3 minutesTo create a new segment click Add Segment. Select the desired geography. You can choose entire states or counties by clicking on the map, create custom areas using a radius or polygon, or upload files such as county lists, state lists, or shapefiles. Please note that you can only create segments within the states and
Read MoreManaging Segments
Reading Time: 2 minutesThe Market Segments page allows you to: Select which segments to view: Use the toggle button to choose whether to display only the segments you’ve created or include those created by others in your organization. Helpful for users migrating from FarmFocus, who may have pre-created segments set up for them. Rename a Segment: Easily rename
Read MoreNavigating Market Segments
Reading Time: 3 minutesClick the number of Producers or the pie chart icon on the left to access a segment. Within this page, you can easily navigate to another created segment by clicking the dropdown arrow at the top left corner. On the Opportunity Finder page, a list of the top 200 producers by planted acres within
Read MoreAdding a Producer to a Customer Portfolio
Reading Time: < 1 minuteTo add a Producer to a Customer Portfolio: Check the box next to the producer’s name in the table. Click the “Add to List” button. Choose an existing portfolio from the dropdown, or click “Create New Portfolio” to create a new one. Name the new list (if applicable) and confirm. Click Add.
Read MoreMarket Segments Page
Reading Time: < 1 minuteThe Market Segments page allows you to select a pre-existing segment and apply filters to narrow down producers based on your specified criteria. Once set, your filters and settings will be retained, even if you navigate away from the page. For more information on how to navigate this page, please visit the following link:
Read MoreSearch Page Overview
Reading Time: < 1 minuteThe Explore page allows you to find producers near a specific location. You can do this by: Entering a physical address Inputting latitude and longitude coordinates Using your current location (Location Services must be enabled) Drawing a radius on the map To begin: Set the radius by adjusting the number of miles using the + and – icons. Choose one of
Read MoreCustomer Portfolios Overview
Reading Time: 2 minutesThe Customer Portfolios page serves as a centralized workspace where you can organize and manage groups of leads, prospects, and customers. In this page producer information, territory insights, and field data come together. You can access the Customer Portfolios page by selecting a Portfolio from the Home page, or by choosing the folder icon on
Read MoreRevenue Opportunity Analysis
Reading Time: < 1 minuteThe Revenue Opportunity Analysis feature helps quantify growth potential by estimating product-specific revenue opportunities for each producer. All users can view estimated potential revenue, while customers who provide their own sales data unlock advanced analytics such as actual revenue, market share, average wallet share, and detailed growth opportunity insights. Values on the page automatically adjust
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