Panels

Panels reside within your channels to provide summaries of specific categories of content, insights, and analytics. Panels will only be visible when they have updates to share and while you are in “Summary” view. For more information on “Summary” view, see the section: Content Views

 

Panels

 

Each panel features an icon of three gray dots in the top right corner. Selecting the three-dot icon and the “About this Panel” tab will bring up more information on that specific panel.

 

Manage Emails

 

 There are multiple panel types, as listed in Panel TypesAll can be edited and interacted with, as outlined in the section: Manage Panels

 

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Panel Types

  • Company Facts: provides company information on, among other topics, the number of employees, financials, and market growth
  • FirstReads*: provides a list of the highest-ranked articles
  • FirstTweets: provides business-relevant tweets on interests including, among other topics, executive and analyst commentary, company shares, and product initiatives
  • Influencers & Market Drivers: provides heat maps displaying “Business Influencers” and “Market Drivers” with boxes defined by size and color:
    • Larger size: greater web volume
    • Darker color: greater percentage increase in flow of volume
  • Key Developments: provides key developments on, among other topics, customers wins, acquisitions, and new facilities
  • Management Changes: provides key management changes at the executive level including, among other topics, new hires, departures, internal moves, and board changes
  • News & Activity: provides a graph measuring web volume of significant events over the past six months with events including, among other topics, SEC filings, key news events, and management changes
  • Reasons to Call: provides a breakdown of recent developments and triggers with high potential impacts on your accounts within the past 24 hours corresponding to colored flame icons
    • Red: “Deal Threats & Accelerators”
    • Green: “Reasons to Check-In”
    • Blue: “Good to Know”
  • Spiking Topics: provides trending subjects on, among other topics, companies, market drivers, and trending topics
  • Social Commentary: provides business-relevant commentary that can be filtered by commentary, tweets, quotes by company, or quotes about company
  • Subsidiaries to Watch: provides top subsidiaries in real-time ranking based on quality of recent activity, key developments, and insights
  • Top Competitors: lists top competitors, which can be filtered by product line
  • What’s New: provides a summary view of the latest updates since your last login including, among other topics, ranked articles, sales triggers, management changes, and recent developments
  • Who to Call: provides ranked triggers discovered within the last 24 hours corresponding to colored flame icons
    • Red: “Deal Threats & Accelerators”
    • Green: “Reasons to Check-In”
    • Blue: “Good to Know”


*Note: This panel is ideal for quickly gathering only the most important and relevant information on your specific topic of interest.

 

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Manage Panels

Panels can be added, removed, or re-ordered by clicking Panel Management at the top right of any channel’s summary view.

Panel Management

 

Add Panels

  1. Click Panel Management
  2. Click [+] Add Panel, located underneath available panels
  3. Select Done to save

 

Adding Panels

 

Note: To view all panel options, you can scroll by clicking the left and right hand side arrows.

 

Remove Panels 

  1. Click Panel Management
  2. Click [-] Remove Panel, located underneath available panels
  3. Select Done to save

Removing Panels

Note: To view all panel options, you can scroll by clicking the left and right hand side arrows.

 

Re-order Panels

  1. Click Panel Management
  2. Select and drag the gray arrow icon in panel to moveReordering Panels
  3. Select Done to save

 

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