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Presentation-Builder-Customer-Specific

A familiar environment

Using software fully integrated with Microsoft PowerPoint and Excel, you can turn your data into insights and actionable recommendations right within the applications where you spend most of your time. Your team will have the power to create category reviews, line reviews, and joint business plans – all customized for each retail customer as a result of having the right combination of:

  • Use Nielsen, Circana, Walmart Luminate, 1010data, SPINS, Numerator data and more
  • Guided analysis templates – easy to use Excel built charts and graphs
  • End-user authoring tool – everything is built in PowerPoint using our Microsoft Office add-in
  • Change logos and images – Retailer logos and product images automatically updates based on user’s selections
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Customer-specific in seconds

A great category review, line review or joint business plan will always take time and effort – but with the XP3 BI Cloud solution, you create one master presentation and quickly customize it for each of your retail customers.

  • Update with the latest relevant data – Data is centralized, no more individual pulling of data
  • Call out the most impactful insights – With Intelligent Text , information is updated based on the user’s selections
  • Use your PowerPoint and Excel skill sets to easily fine-tune the presentation – Anyone with Microsoft Office installed can make changes
  • Actionable recommendations – Deliver customized insights to your retail customers
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Quickly respond to questions on the fly

Customer-specific presentations are essential but XP3® takes it a step further. The ability to filter and group selections based on segmentation and hierarchy allows your team to:

  • Make quick comparisons between accounts, markets, time periods, products and much more
  • Dynamically respond to business meeting questions
  • Position themselves as a go-to trusted advisor

Get even more from XP3® Presentation Builder™ with Quick Picks

XP3® Quick Picks allows for widespread adoption as sales and other teams can update a category review, line review or joint business plan from one dialogue box for retail customer into a finished PowerPoint presentation.  

With just a few mouse clicks, users are able to:

  • Build customized reports by category, segment, brand, item, retailer, banner and more.
  • XP3 Quick Picks is even easier on XP3 BI Cloud using drop-downs. Click here to read more. 
Interested in learning more about XP3 category management software?