Shortlisting and Testing Candidates
How to move expansion candidates through your pipeline — from new to shortlisted to testing — and track results.
The candidate pipeline#
Each expansion candidate has a status:
- New — freshly identified, not yet reviewed
- Shortlisted — you've reviewed it and it looks promising
- Testing — you've ordered a small batch and are tracking performance
Use the filter tabs at the top of the Expansion page to switch between views.
Moving candidates through the pipeline#
Click on any candidate card to open its detail view. From there you can change its status. A good workflow:
1. Review all New candidates after each analysis
2. Move promising ones to Shortlisted
3. When you place a test order, move to Testing
4. Track actual sales against the predicted margin
Measuring test results#
After testing a new product, compare actual performance against the AskBiz prediction:
- Did the margin match the estimate?
- Did cannibalization match the risk level?
- Did the best region prediction hold?
This helps you calibrate how much to trust future recommendations and decide whether to scale up the product.
Frequently Asked Questions
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