Advisely Team
I watched the webinar on Visualise, I liked its features and ease of use. I think it could be useful for presenting data clearly and engagingly.
However, I wonder how Visualise could be used for review meetings to show a client's progress over time, as well as monitor and track the clients progress in comparison with previous years.
I also want to know if there is a way to share and update the interactive visualisations with the clients, and if they can interact or comment on them through the portal?
Hi Hayden,
Did you receive any updates on your query about using Visualise to illustrate a client's progress over time and comparing their progress with previous years?
Iress TeamHi Hayden and Nate_Greenaway
Thanks for your questions.
You can indeed compare two scenarios in Visualise (i.e., one current scenario with one backdated scenario) to illustrate a client's progress over time. Currently, you can compare scenarios starting as early as 1 July 2023.
In 2019, we introduced backdated scenarios so you can compare scenarios in Compare Charts (Xtools+, not Visualise). Check out this Iress Community article for more information.
However, clients cannot comment on the graphs or track historical data in Visualise. We will consider this for future development.
Thanks!
Hi Yulia,
Thanks for your reply. Is it possible to compare scenarios, such as last year versus this year, using Visualise through the Xtools+ wizard rather than going directly through Visualise? It seems this can't be done.
Thanks!
Iress ContributorHi nathan.greenaway ,
Whether you access Visualise via Xtools+ or the Hubs, you will be able to compare scenarios that are linked to the same Case.
I am happy to walk you through this funcationality in a screen share session if you like.
Regards
Lachlan
