Generate automated presentations

Who can use this feature?

  • All users
  • Available on all plans and license types

This feature is in public beta.

Conducting regular business reviews with your customers ensures alignment on their outcomes and goals. Use Totango's Presentation Builder to generate presentations that are automatically populated with selected KPIs and metrics for each account.

Create a business review template

All design and text elements in your template will be included when a team member generates a presentation from the template; only data tags will be dynamically replaced by Totango information.

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Totango supports templates in PowerPoint format. Google Slides is not yet supported.

  1. Open a PowerPoint presentation that you want to use for your Totango template.

    Totango includes a blank business review template in the Deliver QBRs SuccessBLOC, or you can start with this file pre-populated with some starter data tags.

  2. Design the template as you normally would for any business review with a customer.

    See Microsoft's help on PowerPoint design.

  3. On any slide that contains text, charts, or tables that you want to populate dynamically, insert the corresponding data tag(s).

    See below to generate data tags.

    For each tag, paste it exactly as it was generated, including the double brackets {{...}}. Format the tags however you'd like (e.g., bold, font size).
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    If inserting a data tag into a text box, ensure there are no nested text boxes (a text box inside another text box). 

  4. Save the template.
  5. Upload the template to Totango:
    • Upload it to the Assets tab of a SuccessBLOC (+ > Upload Presentation) to allow everyone on the team to use it at the time of presentation creation, regardless of selected account
    • Upload it at the time of presentation creation on a one-off basis; requires your team to have access to the template locally first

Generate a data tag

Data tags are a pre-formatted code that Totango uses to dynamically select values from an account at the time of presentation creation. You can find data tags on a one-off basis using the Data Tags Generator. Data tags are available for the following:

  • Text fields
  • Chart fields
  • Table placeholders (collection, objective, account assignment)
  1. Open any account profile.
  2. From the Quick Actions (+) menu, click Generate Presentation.
  3. Click Find My Data Tags.
  4. Choose the field type, and then choose the field from the list.

    Optionally narrow the results by choosing a Dimension. Chart fields require you to choose a time period from 1-360 days.

  5. Click Copy to Clipboard next to the placeholder result.
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  6. Paste the tag into the desired location of your template.

Field types and formatting

Text

Present any attribute or metric in text format.

  • Tag format (attributes): {{type=text&attribute=[attributeId]}}
  • Example using account_name: {{type=text&attribute=account_name}}
  • Tag format (metrics): {{type=text&metric=[metricId]}}
  • Example using metric_1: {{type=text&metric=metric_1}}

Chart

Present historical values of an attribute in chart format.

  • Tag format: {{type=line-chart&data=[attribute/metric:attributeId/metricId_1,attribute/metric:attributeId/metricId_2,...]&period=[periodInDays]}}
  • Example using contract value (attribute) and metric_1 (metric) over 180 days: {{type=line-chart data=attribute:Contract Value,metric:metric_1&period=180}}
    Screen Shot 2022-05-27 at 9.02.05 AM.png

Table placeholder

Present tabular data for an objective, collection, or account assignment.

To add an objective table to your template, insert a table with 3 rows:
  • The first row is the title row
  • The second row is the row that represents the field from the type of table you're creating (e.g., table cell placeholder). There’s no need to add additional rows; the presentation builder will duplicate for every successive objective item in the account. However, extremely long entries can surpass the page’s character limitations.
  • The third row denotes which table type (e.g., placeholder result). It must always be in this format: {{type=table&entity=objective}}.
    Screen_Shot_2022-05-27_at_9.03.08_AM.png
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To add a collection table to your template, add a tag with the following format, replacing with the collection id you want to use: {{type=table&entity=collection&id=[collectionid]}}.

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Generate a business review from a template

Generate a presentation for any account. Presentations are saved to the Assets tab of the selected account for reference.

  1. Open the account profile you want to use.
  2. From the Quick Actions (+) menu, click Generate Presentation.
  3. Upload a template (if saved locally), or click the the Select Template tab to choose from an available template. 

    If you upload a new template, the file will be moved to the Select Template tab of the Generate Presentation window when the upload is complete.

    Hover over the template to optionally preview mceclip0.png a template prior to selecting it, which also allows you to download the file locally if you want to save a copy of the template.

  4. Hover over the template you want to use, and click Select.
  5. Click Generate.
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  6. A prompt appears when the presentation is ready with a link to open the file. The generated presentation is also available from the Assets tab of the account.
  7. You can download the generated presentation to open in PowerPoint (desktop or Office 365) and edit as needed.

    Some editing functions, such as changing chart formats or accessing underlying data, require the desktop version.

FAQs

Question: When using Generate Presentation feature, why are there were no values populated for the attribute tags?

Answer: One possible cause is that the data tag resides in a text box inside another text box. 

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Data tags can reside in up to one text box. Copy the data tag, remove the extra text box, and paste it back into the presentation. Refer to this video for instructions.


Question: I entered my data tag to show the plan summary, but all I got was a "true" or "false"; why does it not show the content of the summary?

Answer: When you use Plan Summary as data tags for text, the UI will display it as a value of "true" or "false." That is, you have content in the Plan Summary, the value will be "true." If you do not have content, the value will be "false." If you want to display the actual contents of a success plan, try using the table format and choosing the columns you want to be displayed.

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