Turn findings into client-ready outputs
This guide covers which AddMaple output fits which delivery need. For the full analysis-to-output workflow, start with From survey file to client-ready findings.
Choose the output
| Need | AddMaple output |
|---|---|
| Present a clear story in a meeting | Export selected charts and tables to PowerPoint |
| Share a polished web version after the readout | Build and publish a Dashboard as an Insight Hub |
| Work in an older project that uses Reports | Add charts to a Report, then publish it |
| Give clients or stakeholders limited self-serve exploration | Publish an explorable dashboard |
| Keep findings organized while analysis is still moving | Save Insights and group them into Collections |
| Create separate views for different audiences | Build mini-dashboards or subgroup views |
| Let viewers ask follow-up questions | Enable explorable data, then use Ask Maple and the Analysis Agent in the published hub |
A common combination: export a PowerPoint deck for the live readout, then publish an Insight Hub so the audience can revisit evidence and explore selected data later.
Save findings as you go
Save charts, tables, and notes as Insights and group them in My Collection while analysis is still moving—by theme, audience, market, wave, segment, or recommendation area.
See Insights & Collections, Create an Insight, and Using My Collection.
Turn findings into a deck
Use PowerPoint when the audience needs an editable meeting deck, board pack, client presentation, or internal readout.
- Open My Collection
- Select the charts and tables to include
- Click Download as PowerPoint
- Add your narrative in PowerPoint as you normally would
PowerPoint export is for selected evidence—not every chart you explored. Use it for the cuts you are prepared to discuss.
See Export charts to PowerPoint and Share and Export Insights.
Build an Insight Hub for ongoing access
Use a Dashboard when the output needs to live beyond the presentation. In AddMaple, you build this as a Dashboard or Story Dashboard; when published and shared, it is often called an Insight Hub.
- Create a dashboard
- Add charts from analysis screens or My Collection
- Add text, sections, callouts, images, or video where they help explain the story
- Arrange items into pages for overview, deep dives, and appendices
- Style the dashboard so it feels like a finished deliverable
- Publish when ready to share
Insight Hubs work well when client teams, senior stakeholders, CX teams, people teams, product teams, or agency account teams need to revisit the same project after the readout.
See What is an Insight Hub?, Build your first Insight Hub, Dashboards overview, Create a dashboard, Add items to a dashboard, and Dashboard styles.
If your project uses the older Reports workflow, add charts to a report, publish it, protect it with a password, and make selected data explorable. See Adding a chart to your report, Publishing a report, and How to make your data explorable.
Brand the output
Before sharing, set project-wide colors, assign stable colors to specific segments, and add a logo to dashboards. PowerPoint exports follow your project color settings.
See Agency branding for client exports and How to apply color presets.
Publish securely
When the dashboard is ready, publish from Actions → Manage Publishing.
You can keep it unpublished while editing, publish publicly, publish with a password, copy the public link, or unpublish later if access should stop. Clients and stakeholders need the link—and the password if you set one—not their own analyst seat.
See Share with clients, Publish a dashboard, and Password protection.
Let viewers explore selected data
If the audience will ask predictable follow-up questions, make the hub explorable so viewers can filter and slice the columns you choose—by region, team, customer type, demographic group, and so on.
Do not make everything explorable by default. Choose columns that answer useful questions without overwhelming viewers.
See Make data explorable, Client self-serve data slicing, and Ask AI questions in a published Insight Hub.
Create different versions for different audiences
One study often needs more than one output—an executive deck, a marketing team's explorable campaign hub, a people team's department-level cuts. Use mini-dashboards, subgroup views, pages, and Collections to keep versions focused without rebuilding analysis from scratch.
See Create mini-dashboards for client deliverables, Subgroup views, and Pages.