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Product Groups

Streamline Analysis with Custom Product Combinations

Overview

Product Groups in Insights let you combine Core Products into custom groups for streamlined analysis in Explore, Scorecard, and Crosstabs. Found under the Tools tab, Product Groups can be accessed anytime to create, manage, and apply groupings that enhance your research.

Accessing Product Groups

You can access Product Groups anytime via the Tools tab or by clicking the link below any Product selector in Explore, Scorecard, or Crosstabs. Projects start with"Core Products:, the unalterable products your research is based on. These Core Products are automatically selected as the default when you visit Explore, Scorecard, or Crosstabs.

Creating and Managing Product Groups

The Product Groups page lets you create and manage custom groupings:

  • Create: Click Add, name your Product Group, and choose which Core Products to include. You can select one, many, or all Core Products.
  • Delete: Remove any Product Group you create (Core Products cannot be deleted).
  • Draft vs. Ready: Toggle between Draft (hidden from selectors) and Ready (visible in dropdowns). Only Ready Product Groups can be used in analysis.

For example, you might create a "Total" Product Group combining all Core Products to analyze overall performance, or group products with similar attributes (e.g., all spicy variants) to compare their results.

Tip: Use Draft mode to experiment with groupings before making them available for analysis.

Applying Product Groups Across Insights

Once marked Ready, Product Groups appear in the Product selectors in Explore, Scorecard, and Crosstabs, allowing you to analyze combined product data alongside individual Core Products. This flexibility helps you uncover trends across grouped products or compare specific combinations to individual results.