Visualizing a Total Addressable Market Segment’s Whitespace

• Addressable Market

  

• Click Add List in the Addressable Market region as illustrated below:

  

• Click the Create New List link to create a list. To learn how to create account-based lists, read the articles Creating a Static Account Based List, Creating a Dynamic Account Based List from Salesforce, and Creating a Dynamic Account Based List from Microsoft Dynamics in our Knowledge Base.
• Or, click any link under the Add Existing List region to add the list directly to your market segment.
• When you add an existing list to a market segment, InsideView Apex pulls companies from your list. You can visualize whitespace with companies in your list and an overlap as illustrated below:

  

• Once you add a list, you select the Market Segment, Whitespace or an Overlap list of companies in the left pane.

  Note: You can only edit your market segment from this screen.

Employee Count

• To filter your search results by employee count, click on any employee count range in the visualization or in the left pane.
• In this example, there are 4,095 companies with an employee count of 500 to 1000.

  

  Notice how the company and employee count filter changes are displayed in the dashboard.

• You can also change the Employee Count range in the left pane as illustrated:

  

• If you click the employee count range of 100 to 500 the company count changes to 23,421 with both options selected.

  

• You can select or deselect the employee count range to visualize the companies and people in the range that you opted.

Revenue

• To filter your search results by revenue, click on any revenue range in the visualization or left pane.
• For example, select greater than 1000 M (10000 M) to filter your results down to 2,662 companies.

  

Location

• To filter your search results by location, click on any country in the visualization or location criteria in the left pane. For example, click the United States location as illustrated below:
• To filter and visualize state maps, click the Country drop-down and select either Canada or the United States.

  

• For example, select Canada.
• Click the Chevron  icon to expand the Location to view and select the other locations.

  

• Click the Chevron  again to close the location view.

Industry

• If you have multiple industries in your segment, you can click on any industry type to filter results.

Sub-Industry

• Click on any sub-industry in this region to filter results with your selection. For example, click the IT Services sub-industry option as illustrated below:

  

• Notice screen above and see the results are filtered to display 3,161 companies with IT Services as sub–industry.

Job Function

• Select the Sales option in the Job Function region to view executives with sales as their job role.

  

• Notice the donut chart shows only 37,612 executives with sales as their job function in 2071 companies.
• You can select any job function to filter companies and people in your market segment.

Job Level

• Select the Vice President option in the Job Level region to filter executives with VP designation in their job title.

  

  • You can select filters in multiple categories in your market segment to narrow down your target market.

    Note: The market segment visualization displays filters that you define while creating or editing a segment.

• Select or deselect filters in the left pane to filter the companies in your list.

  

  Note: Scroll down to view more filters that you can use in a market segment.

• Select the check box for a company to view firmographic details as illustrated below:

  

• You can click the Industry link beside a company name to view the detailed industry information:

  

• You can also select multiple companies to view details.

  

• Click Delete to remove selected companies from your market segment.
• Click Export to export selected companies to a .xlsx 
• Click Save to create a new list with selected companies or add those companies to an existing list. For more information, read the article Adding Companies to a List from a Market Segment in our knowledge base.

• Select or deselect filters in the left pane to identify the right executives in your market segment.

  

• Select the check box for an executive to view details of that particular contact as illustrated below:

  

• You can select multiple executives to view their details.

  

• To expand and collapse the contact’s detail click the icon in the right pane.
• Click Delete to remove selected executives from your market segment.
• Click Export to export selected executives in an .xlsx file.