Key Note User Guide
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Key Note User Guide. To access an A-Z list of Key Note’s Market Reports, simply click on the “Market Research” box in the centre of the screen. To select the report you wish to view, click on the name of the report. .

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Key Note User Guide

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Key note user guide

Key Note User Guide


Key note user guide

To access an A-Z list of Key Note’s Market Reports, simply click on the “Market Research” box in the centre of the screen.


Key note user guide

To select the report you wish to view, click on the name of the report.


Key note user guide

This will then bring you to the Executive Summary of the report. Reading through this will help to give you a brief overview of the report’s content.


Key note user guide

To download this report into a PDF format, simply click on the PDF option at the top right of the screen.


Key note user guide

On the left-hand side of the screen you will see links to each chapter of the report, to visit different chapters within the report simply click on the relevant chapter you wish to view.


Key note user guide

75% of Key Note Market Reports now have two dynamic chapters. The first shows up to 200 of the top performing companies within the industry; this can be found under “Company Profiles”.

The second shows each company’s performance within that industry, and can be found under “League Tables”.


Key note user guide

Company Profiles — When you are in this chapter you will find the companies in A-Z order; however, you can sort the companies in order by Turnover, Pre-Tax Profit or Number of Employees. You do this by simply clicking on the criteria you wish to sort by.

You can export this data to an Excel spreadsheet by clicking the “Export to Excel” tab.


Key note user guide

League Tables — Within this chapter you will see each company’s ranking throughout 21 Key Ratios. Firstly, you will see the companies ranked by turnover. To switch to a different ratio, click on the black bar at the top of the screen.

To Benchmark these details, click the “Export to Benchmark” tab at the top of the page.


Key note user guide

In either Company Profiles or League Tables, you can click on each individual company, and this will take you to the company’s own profile. This allows you to analyse the company in detail by clicking on one of the nine tabs shown below.

You can also view the company’s original Companies House Documents by clicking on the tab at the top right of the screen.


Key note user guide

You can also view and download individual shareholder and director information for each company, by looking on the appointments tab.


Key note user guide

List Builder — To access Key Note’s List Builder tool from the home page, you need to click on the Company Information box.


Key note user guide

You will now have four options; click on the List Builder tab.


Key note user guide

When in List Builder, you can start to create your own unique lists by searching using the 21 Key Criteria, which are split into four sections: Fundamentals, Financial, Geographic and Advisors.


Key note user guide

Define your search by Geographic Region by using our interactive UK map.


Key note user guide

To define your search further you can select by Postcode Prefix.


Key note user guide

Key Note’s Benchmarking tool can be found under Company Information from the home page, then click on the Benchmarking tab on the right-hand side of the screen.


Key note user guide

To create your own Benchmarking list, simply type the company numbers of each company you wish to benchmark in the box. You can have a maximum of 200 companies in each list.


Key note user guide

For additional information regarding the Benchmarking and List Builder tools, please refer to our online video guides.

Benchmarking

List Builder


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