Prospect Benchmarking

1. Log into the system https://benefits.cloudadvisors.ca/

2. Create a new Prospect Group from the homepage, click the Add New Group button on the right side of the page. To return to this homepage, click on your logo at any time.

OR

Hover over My Evaluation and click on Group Profile:

And click the Add New Group Button:

3. Enter in the required detail for the new group. 

4. Hover over the My Evaluation menu and select Benchmarking:

5. Compare by the provided selections:

National - All Clients on the platform (13,000+)

Industry: All Clients within this industry, in Canada, all sizes

Region: All Clients within the Group's current Province, all industries, all sizes

Size: All Clients within the Group's current size range, all industries, all Canada

OR

Click the Advanced Filter option

6. Click Next on the Benefit and Retirement Summary pages (pages will be blank if you do not have booklets uploaded).

7. Select the industries, regions, and sizes to for the comparison group:

Scroll to bottom of page to view the number of comparison groups included in your selection, if ready to view click Submit. 

8: You will now see the selected comparison listed in the Advanced Filter box. To edit this selection click Change Selection. 

9. Export or Share this data:

Generate Report: Create a PDF Report by selecting the desired report and language from the pop-up screen and click Proceed: 

Export as JPEG: Exports the highlighted (current) benchmarking page as a JPEG to your computer, this will provide a one-page document. 

Share to Employer: Share directly with your client through an invitation to the platform (this will only allow access to the group you have shared from). **Employees cannot create reports, but can download current reports generated under Reports. 

Plan Evaluation Report: Will generate Benchmarking, however the BAR Score, Insights, and Solution Matches will not generate for a blank prospect group

Benchmarking Report: Benchmarking data only 

Retirement Report: Retirement Benchmarking data only 

10. Your Report will generate within 5 minutes and be available under Reports: How to Access Reports

To view uploaded documents, hover over My Evaluation and click on Reports: 

CloudAdvisors Support Team ([e-mail])