Creating Custom Dimension Profiles (Fiduciary)
In the video, we explain the process of setting up custom dimension profiles. Dimension profiles are collections of dimensions used for client/prospect segmentation, allowing users to tailor specific sets of dimensions for different purposes, such as niche markets or specific teams. Learn how to create, name, assign, and customize dimension profiles, emphasizing the importance of organizing dimensions effectively for proper workflow.
00:00 Introduction to Dimension Profiles
01:10 Customizing Dimensions
Related Articles
Creating/Modifying Dimensions (Fiduciary)
In this video, we explain how to create/modify dimensions within Perseptiv. 00:00 Introduction to Custom Dimensions 00:40 Changing Dimension Names 01:20 Customizing Icons 02:20 Non-Scoring Categories Explanation
Creating Question Profiles (Fiduciary)
In this video, we guide you through creating question profiles to generate your own discovery and scoring framework. Learn how to set up question profiles, tie them to specific teams, and use them for niche markets or prospect/client segments. 00:00 ...
Creating a Scoring Report (Fiduciary)
In this video, we explain how to create a scoring report once a questionnaire has been submitted. 00:00 Introduction to Assessment Process 02:01 Creating a Customized Game Plan 03:54 Finalizing and Generating Report
Creating/Modifying Questions (Fiduciary)
In this video, we demonstrate how to create and modify questions in Perseptiv, including scoring and non-scoring options. 00:00 Introduction 01:00 Scoring Questions 02:20 Positive/Negative Evaluation Content 03:21 Non-Scoring Questions
File Management in Perseptiv (Fiduciary)
In this video, we demonstrate how to manage files in Perseptiv. You'll learn how to create your own folders, save files, and organize fiduciary files for your clients. We also highlight where to find system-generated reports and how to access them ...
Popular Articles
Understanding Your Dashboard (Fiduciary)
In this video, we show how to interpret the high-level information displayed on the Dashboard page.
New Interface Design
We’ve streamlined the user experience to make the platform more efficient and intuitive. Reporting and settings are now consolidated into single tabs, reducing clicks and saving you time. <br>
Creating a Scoring Report (Fiduciary)
In this video, we explain how to create a scoring report once a questionnaire has been submitted. 00:00 Introduction to Assessment Process 02:01 Creating a Customized Game Plan 03:54 Finalizing and Generating Report
How the Prospect Assessment Process Works (Fiduciary)
In this video, we explain how the prospect assessment process works, taking about 10 minutes to complete depending on the questions asked. 00:00 Introduction 02:00 Non-Scoring Questions 03:20 Customization Options 05:00 Submission and Follow-up
Creating Question Profiles (Fiduciary)
In this video, we guide you through creating question profiles to generate your own discovery and scoring framework. Learn how to set up question profiles, tie them to specific teams, and use them for niche markets or prospect/client segments. 00:00 ...