What is Rollstack?
Rollstack is a platform that enables users to build automated data-driven presentations and documents. Whether you are using Google Slides, Microsoft PowerPoint, Tableau, or Looker ... our product is designed to integrate with any Business Intelligence dashboard and any destination content platform.
Visualizations are graphical representations of data, presented in the form of charts, metrics, or tables. They play a crucial role in simplifying the communication of complex data. Our platform enables linking multiple visualizations from data sources to destinations like presentations and documents, thereby making it possible to automate these destinations in an automated way.
Rollstack allows you to update a destination ensures that all associated visualizations are simultaneously updated. This guarantees you to have the latest business data inside your destination.
A data source represents the application storing your business data. We currently have support for business intelligence (BI) applications and spreadsheets.
Destinations are presentations or documents where the data you selected will ultimately be sent and then updated whenever you need it. Rollstack supports a variety of popular destinations to cater to diverse needs and workflows, ensuring that your data is where you need it when you need it.
Whenever you update a destination via Rollstack, all the underlying visualizations will get updated with the most recent data from your data source.
Collections are foundational to streamlining the creation of presentations or documents across various contexts, particularly in account management and sales. By utilizing Collections, you can leverage a single template to generate multiple, tailored outputs—each referred to as a "variant."
Here’s how Collections enhance your workflow:
- Single Template, Multiple Outputs: Collections act as a master framework allowing for the generation of variants based on specific criteria or filters applied to your data source.
- Variants for Customized Communication: Each variant corresponds to a unique filter value from the data source, enabling personalized content creation that addresses specific client needs or scenarios.
- Scale and Efficiency: This approach significantly reduces the time and effort required to create individualized presentations or documents, enabling teams to produce client-specific content at scale.
- Consistency in Client Communications: By using a unified template, Collections ensures that all communications maintain a consistent quality and brand message, regardless of the customization involved.
Use cases:
- CSMs & Account Managers: Empower CSMs and account managers to quickly create customized presentations for each client, reflecting up-to-date data and insights tailored to the client's specific interests or industry trends.
- Internal Reviews: Enable internal teams to quickly generate documents or presentations for different geographies, segments, or customers.
You can explore the different sections and articles in this documentation to learn more about how Rollstack works.
You can also contact us anytime via the live in-app chat or by scheduling a call with us.
