Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
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.
What you need to know
- Generating presentations dynamically requires a template
- Templates include data tags to dynamically populate account-specific information
- Save templates to the Assets tab on a SuccessBLOC for quick access by all teams
- Generated presentations are saved on the Assets tab of the related 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.
- 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.
- Design the template as you normally would for any business review with a customer.
See Microsoft's help on PowerPoint design.
- On any slide that contains text, charts, or tables that you want to populate dynamically, insert the corresponding data tag(s).
See below for field types and formatting and 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).
If inserting a data tag into a text box, ensure there are no nested text boxes (a text box inside another text box).
- Save the template.
- 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.
Field types and formatting
Refer to the following specifications for each field type. We highly recommend using the Data Tag Generator (see below) to copy the place holder result for the data you're looking for, rather than creating the tag from scratch.
Text
Present any attribute or metric in text format.
- Any text formatting applied to the tag in the template will be preserved in the auto-generated presentation.
- 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.
- Your presentation template must include a chart on the slide where you intend to have the chart generated. Accepted chart types include line, bar, or combo.
- Chart type and color formatting will be preserved in the auto-generated presentation.
- The chart tag must be placed in the TITLE of the chart in your template.
- We recommend using the Data Tag Generator to create the chart tag. Chart fields require you to choose a time period from 1-360 days.
- 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}}
- Chart previews may not render accurately in the auto-generated preview within Totango. We recommend downloading the presentation and viewing the presentation in PowerPoint. Just like other elements, charts can be edited and customized within the auto-generated presentation (e.g., change chart type or theme, manipulate data, edit labels).
Table
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}}.
To add a collection table to your template, insert a table with 3 rows:
- Insert the collection tag in the third row, using the following format from the Data Tag Generator. Replace the collection id you want to use: {{type=table&entity=collection&id=[collectionid]}}.
- Collections will appear AS IS in the presentation; all columns and rows will be imported.
- You will need to make some edits to make it look as you would prefer.
- Any font formatting applied to the tag in the template will not be preserved in the auto-generated presentation; however, you can change the background color of the table.
- If the collection is empty, a two-row table will be populated. The first row will have the title of the collection, and the second will say, "No data currently available."
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 (see above):
- Text fields
- Chart fields
- Table placeholders (collection, objective, account assignment)
- Open any account profile.
- From the Quick Actions (+) menu, click Generate Presentation.
- Click Find My Data Tags.
If you'd like to download a full copy of all your data tags to a CSV file, click the "download all data tags" link to the right of field type. This allows you to view all relevant data tags outside of Totango.
- Choose the field type, and then choose the field from the list. See above for more specifications on each field type.
Optionally narrow the results by choosing a Dimension. Chart fields require you to choose a time period from 1-360 days.
- Click Copy to Clipboard next to the placeholder result.
- Paste the tag into the desired location of your template.
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.
- Open the account profile you want to use.
- From the Quick Actions (+) menu, click Generate Presentation.
- 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
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.
- Hover over the template you want to use, and click Select.
- Click Generate.
- 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.
- You can preview and download the generated presentation as needed.
- Previews may not render accurately in the auto-generated preview within Totango. We recommend downloading the presentation to see actual formatting.
- Download and open in PowerPoint (desktop or Office 365) to make edits as needed (e.g., change chart type or theme, manipulate data, edit labels). 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.
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.