How to build a Benefit Simulator

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In this example we will show you step by step how you can create a benefit simulator that can lead to this as a result:

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With this form sales reps can simulate a financial situation for a specific customer right on the spot.
We will create this form by inserting the following interactive elements:

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

 
1.  Collect data with an 'open question'

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Insert an open question to collect information:

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Make sure to select 'Allow only numbers' so that you can use this input to make calculations later on. When you fill in a 'Default answer' (based on the national average for example) you will also have an outcome when your customer does not know the numbers for their specific case.

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

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

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Repeat this step for the results per 'function' so that you can show the results for all of them:

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


3. Show the calculated result and place results in a 'Text Field'

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Use the open questions that you created to collect data to make a calculation.
By putting the ‘calculation’ field outside the slide, it won’t be visible in the app.

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To summarize the difference straight away, make a second calculation:

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And place this in the text:

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


4. Show the result with a dynamic Graph

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Use the calculations that you have created as the variables of your graph: 

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


5. Insert a Hyperlink to another slide, to change values

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

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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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