Step 2: Segmentation
Next, decide how you wish to segment the companies in this group into subgroups.
Companies can be segmented based on a category and defined values. You can define up to 5 different categories for each benchmark group. Common categories include state, location, company type etc…
You can define up to 5 different categories for each benchmarking group. Common ways to segment your companies may include state, location, region, company type etc…
See an example segmentation setup here:
After creating the segmentation categories and possible values, you can assign a company to the appropriate segmentation profile in 'Step 1: Company Profile' of the company setup. For example:
After this setup, if required, proceed to setting up access permissions for the benchmark group.
When you have finished segmenting the benchmark group, please proceed to ‘Step 3’ of the benchmark group setup.