When the scan finishes, you can review businesses on the map and in a detailed results table. Both views stay connected, so selecting a business in one view highlights it in the other.
Use the map
Each business is displayed as a map pin. Select a pin to open a business summary. Use the map to understand how opportunities are distributed across the territory and to identify clusters of businesses that could be visited together.
Use the results table
The table provides a structured way to compare businesses. Columns may include company, channel, address, postcode, customer type, opportunity, notes and actions. Revenue-related columns become available when revenue insights have been revealed.
Filter the results
Use the panel on the left to filter by status and channel. As filters are selected or cleared, the map and table update together.
Common statuses
Status | What it means |
New business | A potential customer that is not recognised in your connected customer data. |
Existing customer | A business that appears to match an existing customer record. |
Possible match | A business that may already exist in your data and should be checked before a new record is created. |
Select a business
Click a pin or a row. The selected business is highlighted on the map and in the table, and a summary card opens with the company name, address, customer type, estimated potential and available actions.
Export results
Select Export to download the result set for further review or sharing. Check which filters are applied before exporting if you only want a selected subset of businesses.