Launching a Demo Company #
The Demo Company feature allows firm users to launch a temporary company instance to demonstrate how Propel Your Business works for a prospect or existing client. Demo companies are created from pre-built demo templates and are designed to reset automatically after use.
Purpose of a Demo Company #
Demo companies allow you to:
- Show how the platform is intended to be used within an organization
- Walk prospects or clients through meetings, dashboards, and workflows
- Demonstrate functionality without affecting real client data
Each demo company is temporary and based on a template your firm controls.
Access Requirements #
To launch a demo company, you must:
- Be a Firm Admin or Firm User
- See the navy navigation bar on the left-hand side
If you do not see the navy navigation bar, you do not have access to demo companies.
Navigating to Demo Companies #
- From the navy navigation bar, click Portfolio
- Select Demo
This view shows all demo companies launched in the last 72 hours.
Demo Company Expiration #
- Demo companies remain available for 72 hours
- After 72 hours, they automatically disappear
- Any changes made during the demo are discarded
- The demo always reverts back to the original template
This ensures every demo starts from a clean, consistent state.
Launching a New Demo Company #
- From Portfolio → Demo, click Launch
- Enter a name
- This is often the name of the prospect or client
- Select the demo template you want to use
- Click Launch Demo Company
The system will begin creating a full company instance based on the selected template.
Launch Timing and Best Practice #
- Launching a demo company takes several minutes
- The platform is creating an entire company instance
- It is recommended to launch the demo before your meeting with the prospect or client
You can close the launch window and continue working while it populates.
Confirming the Demo Is Ready #
A demo company is fully populated when:
- A health score appears on the demo tile
- A next advisory meeting is visible
- The dashboard shows health and value information
If these are not visible yet, the demo is still populating.
You may:
- Refresh the page periodically
- Wait for the notification in the top-right corner indicating completion
Using the Demo Company #
Once ready:
- Click into the demo company
- Select Dashboard
- Navigate freely through the platform
During the demo, you can:
- Click into meetings
- Add or edit content
- Demonstrate workflows
- Show dashboards and modules
All changes are saved only within the demo instance.
Demo Data Retention #
- Changes made during the demo persist for 72 hours
- After expiration, the demo is deleted
- The original demo template remains unchanged
This ensures each new demo starts fresh, without leftover data from previous demonstrations.
Key Notes #
- Demo companies are temporary and non-persistent
- Templates are never altered by demo usage
- Each launch creates a new company instance
- Ideal for sales, onboarding previews, and walkthroughs