Introduction

Segmentation in AI Growth Advisor lets you define up to five custom location attributes for your business. These attributes make it easier to organize, filter, and analyze your data across reports, profiles, and goal setting, tailoring your view of performance to the way your business operates.

You can segment by region, store type, revenue tier, business size, or any other criteria relevant to your organization.

How to Set Up Location Attributes

1. Access Location Attributes

   • Log in to AI Growth Advisor.

   • From the left sidebar, go to Organization Setup > Location Attributes.

2. Add a Custom Attribute

   • Click the + button next to “Select business” to add a new row.

   • For each attribute, fill in:

     • Segmentation (Attribute Name): e.g., Region, Store Size, Market Tier

     • Data Type: Select from Numeric, Currency, Date, Dropdown, or Text.

     • Custom Value: Enter or select the custom value that applies to each location.

3. Save Your Settings

   • After entering your attributes and values, click Save & Continue.

Purpose of Segmentation

Custom segmentation enhances reporting and makes data management more relevant to your needs. With clear location attributes, you can:

• Filter dashboards, reports, and scorecards by the segments that matter most.

• Streamline operations by grouping locations based on shared characteristics.

• Personalize goal tracking and analysis for different business units.

Data Types

• Numeric: Use for values like headcount, unit size, or any other numbers.

• Currency: Enter monetary values such as sales targets or budgets.

• Date: Track important dates, such as opening dates or renewal deadlines.

• Dropdown: Set standard options (like region or tier) for consistent data entry.

• Text: For any other custom input needed.

Features and Benefits

• Flexible Attribute Setup: Define up to five custom location-based attributes for maximum flexibility and control.

• Filter and Personalize: Use these attributes to filter dashboards, reports, and scorecards for clearer, more targeted insights.

• Enhanced Data Consistency: Ensure all locations are described using the same criteria for better comparison and tracking.

Example Use Cases

• HR: Group locations by employee headcount or staffing level.

• Sales: Compare performance by sales territory or store format.

• IT: Track locations by system version, device type, or integration status.

Tips for Getting Started

• Decide which business attributes are most important for your reporting and analysis.

• Use clear and consistent names for each segmentation.

• Standardize dropdown options where possible for easy filtering and reporting.

• Review and update your location attributes as your business evolves.

By setting up location attributes in AI Growth Advisor, you’ll unlock powerful new ways to understand and optimize performance across all your business units.