Tailor reports to your specific business needs by pulling curated traits directly from your knowledge base. The information in your knowledge base is organized in boards and traits and can flow directly into Battlecards and reports.
To get started, navigate to Settings -> Boards and Traits.
Here you have a searchable view of a wide variety of boards and traits available for your use along with the number of competitors who have values for each trait (hover over the value for a list of the specific competitors).
Leverage Kompyte’s default boards and traits or create as many customized boards and traits as you need using the Create a board or Create a Trait buttons.
To create a new board click the Create a board button. Enter a board name and click Create.
A new board has now been created as shown below.
To add traits to your new board, click the Create a trait link. Enter a trait name and click Create (trait names can also be edited here).
Repeat this process until your board is complete.
To expose knowledge traits in Battlecards or reports, click the Add Widget link in the top right corner
Choose the placement of the trait
A source list will appear. Select Curated Traits.
Click the arrow to the right of Select Trait to view a searchable list of traits
Search for the desired trait and
Click on the desired trait. The name will default to the trait name but from here you can edit the trait name if needed. Click Save
Click into the cell of a trait to enter a value. Values include text, links, videos, articles, images, files in Google Drive, Microsoft OneDrive, embed codes, and icons. Click Save & Close.
Once the knowledge base and traits are in place, commit to updating values on a regular basis in order to keep intel relevant and up to date. Last updated dates are displayed to easily keep a pulse on how current your intel is.
Leverage Kompyte’s Omnisearch feature to quickly search and retrieve knowledge base trait values or to enter values directly from this screen.
