Studies Overview
What a Study Is
A study is where your market exploration and analysis live. You drop pins, draw shapes, add annotations, and run analysis on the map — all of it saved as you go. This work can also be seen and continued by team members with access.
Studies are listed on the Studies tab in the sidebar, along with the Starred and Recents sections.
Creating a Study
Click New study on the Studies page or from the sidebar. The new study opens with the name Untitled study.
You need edit access to the workspace to create a study; viewers will see the list but not the button.
Naming a Study
Automatic Naming
As you begin working in a new study, a title is generated for it automatically. This happens a few seconds after you add your first pins or trade zones, or as you begin chatting with the agent.
Auto-naming only happens when the study is untitled, so it never overwrites a name you chose.
Renaming a Study
Click the study name at the top of the Study panel and type a new one. You can also click Rename in the ⋯ menu next to any study on the Studies page.
The Study Workspace
A study opens as one screen: the agent on the left, the map in the middle with its toolbar, and the right panel for everything the study contains.
The Agent
The GrowthFactor Agent sits in a panel beside the map and acts on the study as you talk to it. It isn't available in a read-only or archived study. See GrowthFactor Agent.
The Toolbar
Drawing tools are grouped behind two menus, Pins and Shapes, with annotation and history controls alongside them. A hint below the toolbar tells you what to click next once a tool is active.
See Controls & Shortcuts for the shortcut list, and Pins and Shapes for what each tool produces.
The Study Panel
The Study tab shows the study name, counts of pins, trade zones, and shapes, then up to three sections: Pins (add button Add pin, empty hint No pins yet — click + to drop one.), Deals & Stores (the deals and portfolio stores this scenario's trade zones are anchored to, including any pins promoted to a deal — hidden when there are none), and Shapes & Boundaries (add button Extract boundary). Hover any row for a trash icon to delete it without opening it.
Select a pin, shape, site, or deal and the tab becomes Pin, Shape, Site, or Deal and shows that entity's details and analysis. Drag the panel's left edge to resize it, or use Collapse panel to get the full map back.
The Layers Panel
The Layers tab controls what's drawn on the map — built-in data layers, your own custom layers and territories, annotations, and the basemap. See Data & Layers in a Study below.
Data & Layers in a Study
Adding a Data Layer
Open the Layers tab and click Add layer to open the Add a data layer picker. The built-in layers are Vehicle Traffic, Foot Traffic POIs, Tracked POIs, Zoning, My Stores, and Deal Stages. Once everything is added the picker reads All layers added.
Added layers group under Data. Click a row to toggle its visibility, click Show all or Hide all in the section header to toggle every added data layer at once, or use the X to remove it. New studies start with My Stores, Deal Stages, and Tracked POIs already added, with Tracked POIs hidden until you turn it on.
Custom Layers & Territories
Workspace layers you haven't added yet sit in a Custom Layers group inside the picker, with territories marked Territory. Once added they group under Custom, where Show all / Hide all toggles them all together.
Removing a custom layer from a study only removes it from your view — the underlying layer stays in the workspace. See Map Layers.
Tracked Businesses
Expand Tracked POIs and click Edit to see which brands and categories the study is tracking. The header tells you whether you're Using workspace defaults or Custom for you. Defaults come from workspace settings. Any brands or categories you add yourself are visible only to you, and they stay in place until you reset. Use Reset to defaults to go back to the workspace set. While you're on workspace defaults, Refresh defaults pulls in the latest workspace settings.
Admins can push a custom set to the whole workspace with Save as defaults, or jump to workspace settings with Edit Defaults. For more on tracked brands and categories, see Points of Interest.
The layers you add to a study are remembered in your browser, not saved to the study. A teammate opening the same study sees the default layers, not the ones you added — and you'll see the defaults again if you open the study in a different browser.
Finding and Organizing Your Studies
The Studies page lists every study you can see, with when it was last edited and by whom, and whether it's Shared or Private. Use Search studies to filter by name.
Starring
Use Star in a study's ⋯ menu, or the star icon in the study header. Starred studies appear in the Starred section of the sidebar, above Recents. Stars are yours alone — teammates don't see them — and they don't change the order of the studies list. Unstar removes it again.
Sorting
Click Filter and pick a Sort by option: Recently edited (the default), Least recently edited, or Alphabetical. Your choice is remembered the next time you open the page.
Filtering by View
The toggle above the list switches between All, Private, Shared, and Archived. If you have access to more than one workspace, Filter also lets you narrow the list to specific workspaces.
Archiving a Study
Choose Archive from a study's ⋯ menu and confirm. Archived studies are hidden from Recents and the main list, and move to the Archived tab — open one and it's read-only, with the agent hidden.
Unarchive brings it back. Archiving is how studies are removed; there is no permanent delete.
Asking the Agent
Anything you can do by hand in a study, you can usually ask for instead. For example:
"Drop a pin at 4th and Main, Boston"
"What are the demographics of S1?"
"Merge S1 and S2 into one shape"
"What brands are inside S1?"
See GrowthFactor Agent for how the agent works and what else it can do. The agent isn't available in archived studies.
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