Simple Company Counts

OSCAR4 - User Guide - Simple Company Counts

Running a company count is fast and simple

Welcome to OSCAR 4, where simplicity and speed are at the heart of getting accurate counts quickly. In this guide, we will demonstrate how to effortlessly perform company-level counts, and yes, you can still make contact-level selections with a company-level count. The stats returned are based on the companies available with the contact-level criteria.

To begin, when initiating a new selection in OSCAR 4, the default focus is on contacts. However, switching to company counts is as easy as a single click. Locate the “Switch to companies counts” link conveniently positioned at the top of the selection window, and give it a quick tap.

OSCAR 4 - User Guide - Simple Company Counts - Switch to companies count

Table of Contents

  1. Selection categories
  2. Making selections
  3. Value search
  4. Review your selections
  5. Cross-tab reports
  6. Save your selection
OSCAR 4 - Tutorial - Simple Company Counts - Overview

1) Selection categories:

The OSCAR 4 “Audience Builder” revolutionises the process of selecting and building your target audience with its intuitive selection categories. Streamlining and simplifying the selection process empowers you to quickly and effortlessly create your ideal audience.

  • Geography
  • Company Selections
  • Industry
  • Contact Selections
  • Search

Simply click on a section category to load up the options for that section.

2) Making selections:

When you have selected a category, this will display the option for that category. Simply tick the values you want and a real-time count appears at the top of the screen.

OSCAR 4 - User Guide - Simple Company Counts - Make Selections

There are 3 click actions with the selection boxes. Click once to include in your selections, click again to exclude from your selections, or click again to de-select entirely.

OSCAR 4 - User Guide - Simple Company Counts - Make Selections

Simply work your way through the different selection categories to build out your audience profile. Your selections are maintained in the system memory as you work on your selection, so you can continue to make selections without having to save at each stage.

Where there may be lots of profiling options within a selection category, value search makes it fast and easy to find what you need.

  1. Click into the value search box, type in the search term required and click enter.
  2. Review the results from the search.
  3. Select the values you need.
  4. The real-time count will run as you make your selections.
OSCAR 4 - User Guide - Simple Company Counts - Make Selections

4) Review selections:

You can click to view your current selections, and a new pop-up screen loads to display your selections in one complete list. You can then ensure that you have everything you need before you proceed to export data and use your download credits. You can also remove selections in this view, simply click the box of the item(s) you wish to remove, then click the “Delete” button.

OSCAR 4 - User Guide - Simple Company Counts - Review Selections

5) Cross-tab reports:

You can click to generate cross-tab reports for your current selections.

OSCAR 4 - User Guide - Simple Company Counts - Cross-Tab Reports

A new pop-up screen loads to display the report builder, and then you can choose to generate reports based on companies or contacts.

  1. Drag and drop either “Count of Companies” or “Count of Contacts” in the “Measures” section of the report builder.
  2. Then drag and drop the dimensions that you would like a breakdown by.
  3. A stats preview table will load as you customise your report.
  4. You can then click “Pivot” to generate your cross-tab.
OSCAR 4 - User Guide - Simple Company Counts - Cross-Tab Reports
OSCAR 4 - User Guide - Simple Company Counts - Cross-Tab Reports

You can click “Excel Export” to export your cross-tab report in Excel format.

OSCAR 4 - User Guide - Simple Company Counts - Cross-Tab Reports

6) Save your selection:

To save your audience selection, click the “Save Audience” button, which will load the “Saved Audiences” screen.

OSCAR 4 - User Guide - Simple Company Counts - Save Audience

The system will automatically give your selection a name, however, you can rename the selection by double-clicking the entry, or tick the box, then click the “Edit” button. Type in your desired name and hit enter, or click the “Update” button to save.

OSCAR 4 - User Guide - Simple Company Counts - Save Audience

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