How to build a Benefit Simulator

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In this example we will show you how you can create a financial simulator.

Picture4.png

Above you can see the final result of our Simulator.


We will create the form - so that the sales rep can simulate a financial situation for a specific customer right on the spot - by inserting these interactive elements:

  1. Open question
  2. Link to view results
  3. Dynamic graph
  4. Result in text field
  5. Link to other slide
  6. Link to change values

 

1.  Collect data with 'Open question'



Insert an open question to collect the information that you need:

Picture1_open.png

More info and all details about the creation of open questions, you can find right here.


2. Insert a Hyperlink to the next slide, to view the results



Click on 'Hyperlink' and choose a link to 'Place in This Document': 

Picture1_view_results.png

All possible links you can find here. Topic 2 in the article is about links within the presentation.


3. Show the result with a dynamic Graph



By using the dynamic graph you can create personalized graphs for your customer on the spot:

Picture1_graph.png

More info and all details about the creation of graphs you can find right here.


4. Show the calculated result in a 'Text Field'



Insert the calculation in your text:

Picture1_text.png

All info and details about working with the calculations, you can find right here.


5. Insert a Hyperlink to another slide, to show other results



Click on 'Hyperlink' and choose a link to 'Place in This Document': 

Picture1x.png


All possible links you can find here. Topic 2 in the article is about links within the presentation.


6. Insert a Hyperlink to another slide, to insert other values



Click on 'Hyperlink' and choose a link to 'Place in This Document': 

Picture1_values.png

All possible links you can find here. Topic 2 in the article is about links within the presentation.


You can download the PowerPoint of this sales tool here.

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