- After creating a new project, you'll be prompted with the Project home page. Here you'll have 3 options:
- Add companies
- Dashboards
- Roles
- Share project
- Export project data
- Clicking the
Add companies
button will take us to theCompany searcher
. From here, you can search for any company in our 12M+ dataset. You can search by: - Company name (e.g. Waymo)
- Domain name (e.g. waymo.com)
- Or even LinkedIn ID (trailing value in LinkedIn company page β e.g. https://www.linkedin.com/company/waymo)
- Adding a company is as simple as dragging the company card from the search results over to the queue on the right side of the screen
- Companies can even be merged together by dragging one company card on top of another in the queue. This is helpful managing subsidiary β parent relationships.
- After selecting all relevant companies you can initiate the data pull by clicking
Confirm
. You'll receive a summary of all companies (and merged companies if applicable) before a finalConfirm
. - After confirming the request, you will be redirected to the
Project home
screen. You'll be able to track the progress of the data request in the bottom right of your screen. Once data has completed loading, you can then explore theDashboards
section.
We'll focus on Add companies
in this tutorial
When analyzing conglomerates with multiple subsidiaries, it is best practice to combine relevant subsidiaries into a one single organization. For example when analyzing GE (General Electric), might be good to combine GE, GE Healthcare, GE Capital, GE Power, GE Oil & Gas, and more together into one single GE.