Step 2: Segmentation
Next, decide how you wish to segment the companies in this group into subgroups.
Companies can be segmented based defined values within a category. You can define up to 5 different classification categories for each benchmark group. Common categories include region, company size, 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' within the specific company setup. For example:
When you have finished segmenting the benchmark group, please proceed to ‘Step 3’ of the benchmark group setup.
After this setup, proceed to setting up access permissions for the benchmark group.