There are three ways to control the content that appears in your value proposition:
- Edit the value model that your value proposition is built on.
- Edit the template that your value proposition is using.
- Use the Edit Presentation functionality within a value proposition.
This article will discuss how to use the Edit Presentation functionality from within a value proposition to customize a value proposition.
Edit Presentation is accessible from within a value proposition preview or in a published value proposition. Best practice is to make your edit presentation changes in a value proposition preview before publishing.
Edit Presentation will only be available to users who own the value model that a value proposition is built on. You can use it to:
- Edit text on some slides with Text Editors
- Edit the colors and display of some charts with Chart Widgets
- Edit slide order, name, and display with the Slider Widget
NOTE: Edit Presentation changes will save every time a dialog box is closed. Notice that each dialog box says "SAVE" where you may usually see "OK".
Edit Presentation/Display Presentation
To access the Edit Presentation functionality, use the More dropdown from within a value proposition (preview or published) and select "Edit Presentation".
To exit Edit Presentation mode, use the same dropdown to select "Display Presentation".
Selecting Edit Presentation will make the following widgets/editors available that you can use to customize a value proposition: text editors, chart widgets, and the slider widget.
Text editors are used to customize text on some slides. They will appear as black outlines around text that is available to edit from Edit Presentation (see below for before and after).
Click within the outline surrounding the text you want to edit to open the WYSIWIG (What You See is What You Get) text editor. Here you can edit text content, style, font, alignment, and color.
Note: not all text in a value proposition is editable using Edit Presentation. Any text on auto generated slides, such as Value Drivers, Tables, and Comparisons, comes directly from the value model. Outside of the customer name, in general, if a text editor outline does not appear around text, it cannot be edited from within a value proposition.
Chart widgets are used to customize the appearance and functionality of specific charts in a value proposition. They will appear as gear icons next to charts that are available to edit from Edit Presentation (see below for before and after).
The three commonly used chart widgets are available on the pie chart showing the combined value of your product's value drivers before price, the waterfall chart, and the value analysis charts. Some or all of these charts may not be available to you based on your template selection.
Chart widget functionality varies based on the chart it is associated with, but some common uses include changing chart colors and labeling, as well as including/excluding portions of the chart.
Note: not all charts in a value proposition contain a chart widget. A chart widget is only available for a specific chart if a gear icon appears next to a chart while in Edit Presentation. Common charts that do not contain widgets are value driver pie charts and table bar charts.
The slider widget is used to customize the order and display of all slides in a value proposition. There is only one slider widget that controls a value proposition, and it appears by selecting the gear icon in the bottom right hand corner of every slide in Edit Presentation (see below for before and after).
Clicking on the gear will open the slider widget which lists all the slides available in the value proposition in the order that they appear. Within the slider widget, you can reorder slides with drag and drop by clicking on the gray dots next to the slide name, edit a slide's name in the respective text box, and toggle slides to be visible or hidden.
Note: unlike when you toggle value drivers/price components on/off within a value model, hiding slides in a value proposition will not change any calculations.
The slider widget also provides the ability to hide or show slides conditionally based on the value of a specific variable. In the Hide Filter column, click "Add" to define a filter for a specific slide. Select a variable using type ahead search, then define the filter rule to hide a slide when the chosen variable is <, <=, =, >=, or > a certain value (see below for before and after a filter rule is defined).
And Remember ...
Be careful when making changes in Edit Presentation. Edit Presentation changes are the ONLY changes in the LeveragePoint tool that save incrementally. That is, every time you close the edit presentation dialog, you are saving those changes.