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Step 4: Review

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Written by Product Marketing
Updated over 11 months ago

In the final step of creating your Glidepath, review the information entered in the previous steps to ensure accuracy. Follow these steps to complete the process:

Review Your Configuration

Carefully review all the information entered in the previous steps. Check that the Baseline, Target, and any Additional Series are correctly set up. Make sure that all data sources are accurately selected and that the target ranges align with your site's goals.

Editing Information

If any information needs to be edited before creating the Glidepath, click the 'Edit' button beside the relevant section. This will take you directly to that section for quick adjustments.

Preview Your Glidepath

A preview of your Glidepath, including the Baseline, Target, and any Additional Series, is available for you to view before finalising the creation. Use this preview to verify that all data is accurate and correctly represented.

Create the Glidepath

Once you are satisfied with the configuration, click 'Create Glidepath.' This will finalise the creation of your Glidepath.

Viewing Your Glidepath

After creating the Glidepath, you can view it under the 'Glidepath' option in the 'Opportunities' menu dropdown.

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