Analyze Ideas Using the Investor Map
Investor Maps Video
The Ideas investor map allows you to view ideas in a workspace configured by idea data. By configuring the bubbles by data important to decision makers, such as evaluation categories and status, decision makers can determine which ideas in a workspace to prioritize when creating project proposals.
To configure the investor map:
- In the object selector, select Idea, and then select View Ideas List.
- Select a workspace from the list on the left.
- Select the Investor Map tab.
- Configure chart data:
- X-Axis and Y-axis: Select data to analyze across ideas.
- (Optional) Bubble Size: Select data that is used to determine the size of the idea bubbles.
- (Optional) Bubble Color: Select data that is used to determine the color of bubbles meeting certain criteria.
- In the View section, select options to further customize the chart display.
- Select Apply to view your changes.
- Select Save View to save the view on the investor map.
Select Save View As to save the view to the View list.
Tips
- Hover over bubbles to view idea details.
- Select Reset View after modifying the bubble chart settings to restore a view to its previous configuration.
Last Published Tuesday, November 19, 2024