The content of the Presentation is pulled from any Insight that was sent to a particular Plan for presentation. 

  • You may pick and choose which Insights you would like to share during your Presentation by dragging and drop from the left side 'Insights for Review' to the right side. 
  • Edit the content of any Insights or make formatting changes by clicking the edit pencil on the Insight. 
  • All supporting materials such as graphs, charts, images should be added as attachments to the Presentation sections. 

Team members will see these supporting materials if they attend a meeting where the Presentation is presented and discussed, or if they read any current or archived Presentations. 

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