You Can Unlock New Insights with Halo’s Dynamic Analysis

You face the challenge of understanding complex market trends and diverse customer segments across various regions and product lines. You need a robust analytics platform that cannot only process vast amounts of survey data but also provide dynamic, real-time insights to inform strategic decisions. Your existing system struggles with integrating new data waves and generating customized reports quickly. Halo is introduced as a solution to address these needs. By adopting Halo, you can revolutionize your market intelligence, providing your analysts with dynamic analysis capabilities, instant trending, and flexible segmentation for deeper, actionable insights.

To understand your diverse customer base, your marketing department needs to create particular audience segments rapidly. Halo Reports provides powerful tools for dynamic audience segmentation. If you need a particular segmentation for your report you can create:

The market research team frequently needs to transform existing responses into new categories or ranges (e.g., grouping "Age" values into "Young Adults," "Middle-Aged," "Seniors" or reassigning satisfaction scores from 1-5 to "Low," "Medium," "High"). Halo Reports facilitates this through its recoding options. Furthermore, reusable mappings enable the marketing team to apply the same recoding pattern to multiple variables (e.g., "satisfaction with vehicle A" and "satisfaction with vehicle B"), ensuring consistent categorization across brands and streamlining the data preparation process.

For bespoke analysis, your analysts can create new questions based on custom logic using expressions, combining existing questions, or defining new ones with specific conditions and responses. For example, you can create a UDQ to identify "Young and Male" respondents by combining "Age" and "Sex" questions. UDQs can be made permanent and reused across multiple reports, as well as shared with other users, fostering collaborative and consistent analysis within the organization.

To reduce the overall sample size for a query (e.g., only to include female buyers of specific luxury brands), filters are applied. User-Defined Filters (UDFs) can be created and saved, making it easy to reuse complex filtering conditions across multiple reports and ensuring standardized analysis logic. For instance, you can save a UDF for "Hybrid Engine Car Buyers Aged 35+" for consistent application across various studies.

A primary need is to analyze customer satisfaction and brand perception across multiple years and market waves. With Halo, your analysts can easily view data across waves and time periods using native time handling. By dragging the "Dataset Year" into the 'Time' or 'Pages' panels, you gain immediate insights and can benchmark performance across years (e.g., 2020 vs. 2021 vs. 2022). For instance, a quick comparison reveals how the "Overall Brand Image score" for a basic product has evolved annually, allowing you to pinpoint critical shifts in consumer sentiment over time. This eliminates the cumbersome process of manually pulling and aligning data from separate annual reports, saving significant time and resources.

To analyze performance over time (e.g., customer satisfaction across multiple years or market waves), you can utilize the visualizations available in Query. Analysis begins in the Query module, utilizing predefined analysis types like Crosstab or Pivot. Data can be viewed as a crosstab or visually through charts (e.g., Bar/Line Chart, Scatterplot, Structure Analysis), which support combining bar and line elements to visualize trends.

After building pages in the Compose module which are linked to data available in Query, reports can be dynamically controlled using Parameters. This the point where you can save, share or continue expanding your report. At this point as an author you can give access to certain features which will help other members work on this report later on.

Sales teams often require reports tailored to specific regions or product segments without waiting for a data analyst to rewrite queries. Report’s Parameters feature delivers this flexibility. Parameters act as dynamic filters, enabling you to change the report context (e.g., switching from "Germany" to "Ukraine" for "Make of new car" data) without editing the underlying queries.

By default, parameter values apply "everywhere" in the report, ensuring consistency across all visualizations. However, for specific departmental needs, analysts can set "local values" for individual pages or tables. For example, a global brand manager can view an aggregated report while a sales manager for "Germany" can simultaneously view country-specific data on a different page, with both instances of the same parameter displaying different values without conflict. This interactive control ensures that stakeholders get the precise data they need instantly.

If you operate continuous tracking studies, new waves of data are constantly being added. A critical requirement is the ability to add new waves without rebuilding existing queries. Halo Reports' Study Family feature addresses this by grouping related datasets (e.g., "ABC Survey 2020," "ABC Survey 2021") that share a consistent structure. When new data is available, analysts can simply re-upload datasets, and Halo Reports handles new respondents and variables, retaining existing edits and minimizing manual effort. This structural consistency facilitates longitudinal analysis as new data is seamlessly incorporated, ensuring that your reports are always up-to-date and reflect the latest market dynamics.