Executive Summary (beta)
  • 10 Oct 2024
  • 3 Minutes to read
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Executive Summary (beta)

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Article summary

G2 Executive Summary enables you to track your entire product portfolio, providing quarterly insights into market trends and competitor performance.

image showing g2 executive summary dashboard

Basics of Executive Summary

The Executive Summary dashboard contains aggregations of data for all products in your organization and product-level insights. G2 displays Executive Summary data for the previous quarter.

To access your organization’s summary, log in to my.G2, then use the profile dropdown at the top of the page to select your Organizations dashboard.

demo showing how to access the executive summary dashboard in my.g2

Filtering your portfolio data

G2 displays Executive Summary data for the most recent quarter. To adjust your time interval, search for and select a quarter from the dropdown.

demo showing how to select a report season quarter from the quarter dropdown menu

By default, G2 displays up to 15 products for comparison. To modify your list of products, search for and select products from the Products dropdown.

demo showing how to select products from the products dropdown

By default, G2 populates the Competitors dropdown with the top five competitors from your product’s main category.

To modify the list of competitors for each of your products, select Competitors then select a product from the Select profile to edit competitors dropdown. You can search for and select competitors within the Competitors panel.

demo showing how to select competitors from the competitors dropdown

You can use the drag handles to rearrange the order competitors appear.

demo showing how to arrange the order of competitors within the Executive Summary dashboard

Portfolio visibility

Highlights and Opportunities

The Highlights and Opportunities panel provides an overview of data points from the last quarter for your product catalog, enabling you to celebrate wins and identify areas for improvement.

image showing the highlights and opportunities panel in G2 executive summary

G2 displays tiles that aggregate the following analytics across all of your products: Average Star Rating, New Reviews, Total Profile Reviews, and # of references.

You can select the expand icon to display product-level insights.

demo showing how to expand tiles to view product-level insights

Reports

The Reports panel summarizes the total number of reports featuring your products from the most recent report season, including the percentage change compared to the previous season.

image showing the reports panel in G2 executive summary

Portfolio performance

The Portfolio Performance chart plots your products by rank percentile for the product’s main category and number of approved reviews, enabling you to see how your products are performing.

demo showing portfolio performance chart in g2 executive summary

Hover over the product to reveal more information, such as profile traffic, rank, and percent change since the last quarter. The bubble size on the graph represents the volume of traffic to the profile.

You can select a product from the View competitors for section to compare your product’s performance against competitors in a shared main category.

demo showing how to display competitor data in portfolio performance chart

For more information on modifying competitors for your products, refer to the Filtering your portfolio data section.

Review themes

Review Collection

The Review Collection panel displays the number of approved reviews each product received and the average star rating for your product compared to competitors.

demo showing review collection panel in g2 executive summary dashboard

You can hover over the bar for your product to reveal the number of approved reviews and the percent change compared to the previous quarter.

Most Common Review Themes

The Most Common Review Themes panel enables you to understand what product users like and dislike about your product by identifying themes from your reviews.

demo showing most common review themes panel in G2 executive summary

Hover over each theme to reveal total theme mentions, percent change, and most-mentioned product per theme.

The data for Most Common Review Themes is sourced from G2 Market Intelligence. For more information, refer to the Market Intelligence documentation.

You can select Unlock more insights to learn more about G2 Market Intelligence.

image showing unlock more insights button

Review Highlights

The Review Highlights panel showcases favorable and critical reviews with the highest positive helpfulness score across all products in your organization.

image showing the review highlights panel in g2 executive summary

Review helpfulness is determined by positive NPS which is based on the number of likes the review received.

demo showing how to mark a review as helpful

Competitive landscape

G2 Profile Rank by Category

The G2 Profile Rank by Category table puts your products’ G2 performance in the context of category rank, enabling you to understand how your products are performing and identify opportunities for improvement.

G2 Rank is based the G2 Score from the Grid report for your product's main category. The displayed ranks exclude any Grid reports where the product is newly listed for the quarter.

image showing G2 profile rank by category panel in g2 executive summary dashboard

Products are ordered based on the most significant change in rank, positive or negative.

New Profiles Added to Your Categories

The New Profiles Added to Your Categories panel provides an overview of new products added to your products’ main categories, along with the percent change for the category.

image showing new products added to your categories panel in g2 executive summary

Competitor Traffic Share

The Competitor Traffic Share panel enables you to understand how much of the market your product is capturing compared to competitors by leveraging profile traffic data.

image showing the competitor traffic share panel in g2 executive summary

You can hover over a product to show the total profile traffic for the product and traffic percentage compared to competitors.

image showing data revealed when hovering over chard in competitor traffic share panel

For more information on modifying competitors for your products, refer to the Filtering your portfolio data section.


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