Review the Executive Summary
Find the executive summary in the top right of the map view of the survey. It will appear above the property cards.
Customize the Executive Summary
Click the Edit button on the Executive Summary.
A pop-up screen will appear that will allow you to customize the executive summary. The Executive Summary will be hidden from your client by default.
Hide/Show Executive Summary to Clients
Toggle the visibility of the executive summary on the share view by toggling it OFF to show to your client.
Curate Executive Summary for Property Groups
When you have created Property Groups in your survey, you will be able to select Groups under Group By. This will show the executive summary broken up into the groups pre-selected. You'll be able to show to your client the average rate, average size, or average monthly cost for each group. It could show all the Tier 1 options verses Tier 2 options. Or it could show all the Sublease Options verses the Direct Lease Options. This will depend on how you organize your property groups. Find out how to create Property Groups here.
*Note: use the legend in the bottom left corner to curate down the list of properties you'd like to view based on the property group as well.
Customize Data Points
Create the exact story you'd like your client to see by customizing which data points are set for the summary. Choose from a drop down menu for each data point what you'd like it to show on the Executive Summary. You can choose from the following list: Properties, Spaces, Gross Rate, Square Footage, Monthly Cost, Total Square Footage, Rate (or Base rate), opex, list price, sold price, avg commute time.
*Note: Change the label of each data field if you'd like to further customize it. For example, if you're showing data in the metric system, you can clarify that by changing square footage to square meterage.