Understanding Workspace Tabs

Quick Answer

Workspace tabs let you switch between Sites, Location, Chat, Layers, Base Map, Prompts, and other optional tools. On desktop, tabs usually appear in a workspace panel next to the map. On mobile, they appear in the expanded bottom-sheet view.

Sidebar vs tabs: The dark left sidebar (Locate / Customer Insights / Build / Sell) switches between SiteZeus products. Workspace tabs live inside the panel beside the map and switch between views within the current product. Some surfaces — like Mobile Data — appear as a section inside another tab (Location Analytics) rather than as a standalone tab.

Where to Find Tabs

Location

Open a workspace panel by clicking a marker, the Sites button, the Layers button, or the Base Map button
Look at the top of the panel for the tab strip
On desktop, the panel is usually beside the map
On mobile, the tab strip appears at the top of the expanded bottom sheet
Click any tab to switch to it

Sites workspace tab with current tab strip

Desktop workspace tab strip:
┌─────────────────────────────────────────────────────┐
│ [Sites] [Location] [Chat] [Layers] [Base Map] [≡ 5] │
├─────────────────────────────────────────────────────┤
│                                                     │
│              Tab content appears here               │
│                                                     │
└─────────────────────────────────────────────────────┘

The ≡ icon at the right edge is the Tabs Menu button. It shows a count badge for the number of open tabs in the cell. Click it to add new tabs, switch between open ones, or close them.

Tab Categories

Tabs are organized into five categories in the Tabs Menu:

Category	Tabs included
Sites	Sites, Location (Location Analytics drill-in)
Shapes	Shapes, Shape Analytics drill-in
Traffic	Traffic
Map	Layers, Base Map, Site Sonar, Listings
Project	Chat, Scorecards, Revenue Grades, Reports, Prompts, Forecasting Model

Available Tabs

🏪 Sites Tab

Icon: store Purpose: Browse and filter all locations in your project

What you'll see:

Save view button (header): Snapshot the current filters and site-type overlays under a name for later reuse or company sharing. Enabled once a filter is active or an overlay is configured. Hidden while a saved view is loaded (use the loaded-row controls instead).
Saved Views card: Lists named filter+overlay snapshots for the current project. Load a view by clicking its eye icon; the loaded row shows dirty-state controls (Save changes / Save as new) when filters drift from the saved state. See Saved Views.
Filtering Map toggle: Connect/disconnect filters from map display
Search box: Multi-term search for locations
Filters | Overlays switcher (desktop): Switch between the filter controls panel and the site-type visual overlay editor. On mobile, Filters and Overlays appear as separate pills in the tab row alongside the locations list.
Filter controls (Filters panel): Revenues (existing sites), Sites of Interest Metrics (per SOI layer), site type, categories, attributes
Overlays panel: Customize how each site type renders on the map — bar graphs, halos, tags, and text labels — for Existing, Proposed, Layer, and Search sites. Category rows let you override a parent type's settings. See Visual Overlays for Map Markers.
Location list: All locations matching current filters
Sort options: Order by name, revenue, date, etc.
Rename control (pencil icon on a row): Rename an existing or proposed site directly from the list. Renaming a saved company site persists for everyone on your team; renaming a dropped search pin only changes it on your own device. Renaming requires edit permission for that site type, and layer sites cannot be renamed.
Export button (download icon): Downloads the filtered list as a CSV file (ID, Name, Address, City, State, Postal, Type, Revenue)

When to use:

Finding locations that match certain criteria
Getting an overview of all sites
Filtering what appears on the map
Selecting a location to view analytics

How to open:

Click the store icon (🏪) in the chat bar, OR
Click the Sites tab in the secondary workspace

📊 Location Analytics Tab

Tab bar label: Location Icon: analytics Purpose: View detailed analytics for a specific location

The tab appears as Location in the tab strip and Tabs Menu. The full name "Location Analytics" is used throughout help documentation and in the panel header.

What you'll see:

Location header: Name, address, type
Zeustimate/Revenue Metrics: Revenue prediction with grade, confidence, AUV comparison
Demographics: Population, income, age data for the area
Forecast Drivers: Factors driving the prediction
Smart Comparables: Similar locations for comparison
Location Attributes: Custom attributes for the site
Chat button: Opens an inline chat panel scoped to the current site (see below)

Site chat panel:

A "Discuss this site with Zeus.ai" button appears in the Location Analytics header for Proposed, Existing, Search pin, and Layer pin site types. Clicking it opens an inline chat panel where you can ask questions about the site without leaving Location Analytics. On first open a suggested analysis prompt is pre-filled in the composer — send it as-is, edit it, or click "Clear & type my own" to start fresh. A new chat icon in the panel header starts a new thread on the same site. See Location Analytics Chat for details.

When to use:

After clicking a location marker on the map
When you need detailed insights about a specific site
Comparing locations (open multiple analytics tabs)
Understanding why a site performs as it does

How to open:

Click any location marker on the map - Location Analytics opens automatically
Or select a location from the Sites list

💬 Chat Tab

Icon: chat Purpose: Expanded view of your AI conversation

What you'll see:

Full conversation history
Larger text area for reading
Same chat input as the chat bar
Thread management options

When to use:

Long conversations where you need more reading space
Reviewing past messages
When you want the chat to fill more screen space
Managing multiple conversation threads

How to open:

Click the Chat tab in the workspace
Or expand the chat by clicking in the chat bar

📚 Layers Tab

Icon: layers Purpose: Control what's shown on top of the map — clustering, site filters, and visual overlays

What you'll see:

Smart Clustering: Toggle and configure marker clustering
Site Layer Filters: Control visibility of existing, proposed, layer, and search sites
Visual Overlay Options: Click a site type row to customize halos, tags, text labels, and bar graphs for that type. The same overlay controls are also accessible from the Sites tab > Overlays pane; both surfaces write to the same settings.

When to use:

Showing/hiding specific site types
Optimizing performance with clustering
Customizing halos, labels, and bar-graph overlays for a site type

How to open:

Click the layers icon (📚) in the chat bar, OR
Click the Layers tab in the secondary workspace

🗺️ Base Map Tab

Icon: map Purpose: Customize the underlying map — theme, labels, data layers, and cartography

What you'll see:

Map Themes: Choose visual style (Vector/Raster themes)
Data Layers: Real-time Traffic, Transit, Bicycle overlays
Map Features: POI categories, map elements (roads, water, labels)
Quick Adjustments: Brightness, saturation, contrast (raster themes only)

Important:

The old standalone 3D Mode toggle was removed
Supported vector and satellite-compatible themes now control 3D behavior automatically

When to use:

Changing the map theme or brightness
Toggling data-layer overlays like Real-time Traffic
Choosing a theme that supports 3D visualization

How to open:

Click the map icon (🗺️) in the chat bar, OR
Click the Base Map tab in the secondary workspace

📡 Site Sonar Tab

Icon: radar Purpose: Run market planning and whitespace discovery workflows

What you'll see:

Forecast filter to narrow the revenue band
Minimum distance filter to reduce nearby duplicates
Scorecard toggle and selector for scored results
POI selection tree with expandable categories and brand search
Progress panel while Site Sonar is running
Results table with export options
Saved Layers section for reloading previously saved Site Sonar result sets

Current behavior:

Site Sonar runs real analysis and can optionally apply a scorecard after the run completes

How to open:

Click the Tabs Menu (≡) and select Site Sonar under the Map category

🚦 Traffic Tab

Icon: directions_car Purpose: Review road-segment traffic detail for the selected map segment

What you'll see:

Road name and direction/bearing
Cars / day headline metric
Peak period, peak hour, and busiest day
Typical Hourly Volume chart with Grid, Bubbles, and Summary views (mobile defaults to Summary)

When to use:

After turning on Real-time Traffic in the Base Map tab
When you want road-level traffic detail around a site
To compare access patterns before making a location decision

How to open:

Turn on Real-time Traffic in the Base Map tab
Select a traffic segment on the map

🧩 Shapes Tab

Icon: shape_line Purpose: Manage Trade Areas and Territories — drive-time, ring, and custom polygons — and run shape-level analytics

What you'll see:

Search-to-pill input for finding existing shapes by name or attribution
Trade Areas split into a Standard section (system-synthesized rings and drive times) and a Custom section (your own or shared trade-area sets, read-only here)
Territories section for custom territory sets
Saved Views card for restoring named shape selections
Design controls for color, fill, and label styling
Demographics and Attributes summaries when a shape is selected
PNG export for the active shape view
Import button (on the trade-area and territory sections): bring shapes in from a file — see Importing shapes below
ZIP Code Report: select one or more shapes in a set to reveal a bulk-action bar with a ZIP Report action — see ZIP Code Report below

When to use:

Comparing demographics across drive-time or polygon trade areas
Drawing trade-area rings around the sites you care about
Drawing or importing custom territories for portfolio analysis
Reviewing Synergos metadata for system shapes

Standard Trade Areas: The Standard section lets you draw synthesized trade areas around your sites without a saved shape set:

Concentric rings (Miles) — pick one or more ring distances (0.25 to 10 miles). Rings draw around every in-scope site. A List / Picker toggle switches between full-width list rows (circle icons that grow with the radius) and a compact chip picker. New projects open in Picker by default; your last-used mode is remembered per project.
Drive times (Minutes) — turn on the project's generated drive-time sets (for example, 5- or 10-minute). A drive-time option is disabled when the project has not generated that set. Rows use a friendly "N minute drive time" label.

Site scope and site-type filter: Both the Standard and Custom trade-area sections honor two scope controls so shapes draw only around the sites you want:

All sites / Selected toggle — Selected limits trade areas to sites that currently have an open Location Analytics tab; All sites uses every in-scope site.
Site-type dropdown — a grouped Existing/Proposed multi-select (with category icons and counts) that filters which site types trade areas render around. It defaults to Mature, New, Consideration, Letter of Intent, Approved, and In Development.

When only some of a set's shapes are in view, the row shows a "Showing X/Y features" count.

Trade areas follow map visibility: Standard rings and drive-time or custom trade-area sets draw only around sites that are currently visible on the map. Hiding a site type (or a site) with the map visibility toggles or site-type filters drops both that site's ring and its set shapes together, so the two stay in lockstep. (Panning or zooming does not blank shapes — only filtering does.)

Saved Views remember your selection: Saving a Shapes view captures the Standard Trade Areas selection — the active ring distances, the All sites / Selected scope, and the site-type filter — alongside the polygon and territory layers. Loading the view restores that selection, and changing any of it marks the view as having unsaved changes.

How to open:

Click the Tabs Menu (≡) and select Shapes under the Shapes category

For deeper shape inspection (variable impact, comps, scorecards for a polygon), use the companion Shape Analytics tab that opens when you select a shape.

Canada projects: Standard shape sets for Canada (Provinces, Postal Codes) are listed with a Coming Soon indicator. US standard sets (Counties, ZIP Codes, etc.) are not shown for Canadian projects. Custom trade areas and territories work the same regardless of country.

Importing shapes: Use the Import button on the Custom Trade Areas or Territories section — or drag a file onto the tab — to bring shapes in from a GeoJSON, shapefile, KML, or CSV file. Import opens a centered dialog that walks through three steps: choose the file and a destination set (a new set, or add to / replace an existing one), map the columns, then review each row before importing. Progress appears on the destination set's own row.

ZIP Code Report: Select one or more shapes in a set (works for standard sets such as ZIP codes, counties, and DMAs, as well as your own custom shapes) to open the bulk-action bar, then click ZIP Report to export a CSV of the ZIP codes each selected shape covers. A single report covers up to 50 shapes; if you select more, reduce the selection before running it.

🏗️ Listings Tab

Icon: home_work Purpose: Browse REsimplifi real estate listings on the map alongside your sites

Limited Trial: A Limited Trial badge appears next to "Listings" in both the tab header and the Tabs Menu dropdown row. This indicates Listings access is provided on a trial basis as part of the Listings bundle. Contact your SiteZeus account team to discuss continued access.

What you'll see:

Transaction Mode toggle (For Sale / For Lease)
Filter sections for price, square footage, property type, and attributes
Saved Views card to reload named filter combinations
Listing grid with sortable columns and hover cards
Street View preview from the listing card

When to use:

Sourcing candidate sites near existing or proposed locations
Comparing real estate availability across markets
Saving a filter set for repeated use during site selection

How to open:

Click the Tabs Menu (≡) and select Listings under the Map category (available where your subscription includes the Listings bundle)

💡 Prompts Tab

Icon: lightbulb Purpose: Create, edit, delete, and organize saved prompts for chat and report AI sections

What you'll see:

Library list (left panel) — all saved prompts with name, description, visibility badge, Starter badge (for system-provided prompts), and a usage count badge showing how many report views or AI sections reference each prompt
Editor panel (right panel) — form to create or edit a prompt, plus a Used by list showing which report templates and section types reference it
New Prompt button in the tab header to start a blank prompt
On mobile: a Library / Editor toggle to switch between the two panels

When to use:

Building a personal library of reusable chat prompts
Reviewing which prompts are actively used in reports before editing or deleting them
Customizing a Starter prompt into your own editable version

How to open:

Click Prompts (lightbulb icon) in the left sidebar, OR
Click the Tabs Menu (≡) and select Prompts under the Project category, OR
Click My Prompts in the chat composer, then click Manage

Forecasting Model Tab

Icon: crystal_ball Purpose: The Predictive Power Center — model accuracy analytics and settings for the project's accepted Zeustimate model

What you'll see:

A segmented toggle at the top of the header switches between two sub-tabs, both Enterprise tier only (lower-tier accounts see a preview illustration on either sub-tab rather than live data):

Settings — fully functional model configuration and rebuild controls: trade areas, variables, outlier accuracy, the Impact model, data bundles, cross-validation folds, and advanced parameters, plus a floating Rebuild bar. See Forecasting Model: Settings.
Analytics — project-scoped dashboard with model accuracy sections, AI Summary and AI Metrics sections, and an inline mini-chat.

The Analytics dashboard includes sections for Model Health, Actual vs Zeustimate, Binning / What-If, Global Variable Importance, Predictive Power Map, and Attribute x Region heatmap. Sections can be reordered, added, removed, or configured with Display Options using the same controls as Location Analytics.

Additional controls (Analytics sub-tab, Enterprise only):

Report button: Run a project-scoped report from the dashboard.
History button (clock icon): View past reports for this project's model inline.
Chat button: Toggle an inline mini-chat panel to discuss the model with Zeus.ai.
Fullscreen button: Expand the tab to overlay the map and chat area.

When to use:

Reviewing how accurately the accepted Zeustimate model performs across the portfolio
Identifying geographic regions or attribute segments where the model is strongest or weakest
Exploring portfolio-level What-If scenarios by adjusting forecast bins
Generating or reviewing model reports for stakeholders

How to open:

Click Forecasting Model in the left sidebar under the Locate group, OR
Click the Tabs Menu (≡) and select Forecasting Model under the Project category

See Forecasting Model: Analytics for detailed documentation.

Surfaces You'll Hear About But That Aren't Workspace Tabs

A few features are referenced like tabs but live elsewhere:

Surface	Where It Actually Lives
Mobile Data	A section inside the Location Analytics tab. It bundles UberMedia foot-traffic products (OGS, P2P, CEL, CDL) for the selected site. See Location Analytics.
Customer Insights	A standalone product reached from the left sidebar (the Customer Insights icon), not a workspace tab. See Customer Insights.
Project Settings	Retired as a workspace tab. Appearance, layout, and reset-workspace controls now live in the profile menu (top right or sidebar footer). Scorecards open from the chat or directly from the Scorecards tab.
Heat Map	Retired as a workspace tab. Heat Map is now only a map-layer visibility toggle in the Layers tab (rendering is still coming soon). See Map Data Layers.

Navigating Between Tabs

Switching Tabs

Find the tab bar at the top of the secondary workspace
Click the tab name or icon you want to switch to
The content updates immediately

Visual Indicators

Active tab: Highlighted background or underline
Inactive tabs: Normal/dimmed appearance
Tab with activity: May show a badge or indicator

Adding a New Tab

Click the Tabs Menu button (≡ / view_list icon) at the right end of the tab bar. On desktop this opens a dropdown; on mobile it opens as a bottom sheet.
Browse by category (Sites, Shapes, Traffic, Map, Project). Tabs you have not yet opened appear in a muted style.
Click a not-yet-open row (or the + icon on hover) to open that tab type.
The new tab opens and becomes active.

Empty-state shortcut: If the workspace has no tabs open, an empty state appears with a message and an inline tab picker listing the same tab types (grouped by category) that the Tabs Menu shows. Click any row in the picker to open that tab directly without opening the Tabs Menu. If all tab types are already open, a fallback message appears instead.

Closing a Tab

Hover over the tab in the tab bar and click the X to close it directly.
Or open the Tabs Menu, find the open tab row, and click the x icon that appears on hover.
Note: Some tabs may not be closeable (for example, single-instance tabs that are the only tab in a cell).

Quick Access from Chat Bar

Chat Bar Button	Opens Tab
🏪 Store icon	Sites tab
📚 Layers icon	Layers tab
🗺️ Map icon	Base Map tab
Click marker	Location Analytics tab

Tab Combinations for Common Tasks

What You're Doing	Recommended Setup
Finding specific locations	Sites tab open, map visible
Analyzing a single site	Location Analytics tab
Comparing multiple sites	Multiple Analytics tabs
Getting AI help	Chat tab or chat bar
Customizing map appearance/themes	Base Map tab
Customizing site-type overlays	Sites tab > Overlays pane, or Layers tab
Running whitespace search	Site Sonar tab + map
Reviewing road activity	Traffic tab + traffic layer
Working with trade areas	Shapes tab + Shape Analytics tab
Sourcing real estate	Listings tab + map
Managing reusable prompt templates	Prompts tab
Reviewing Zeustimate model accuracy	Forecasting Model tab (Analytics sub-tab, Enterprise)
Reviewing foot-traffic for a site	Location Analytics tab → Mobile Data section
Quick filtering	Sites tab

Tips

Quick Tab Access

Click location marker → Opens Location Analytics automatically
Click 🏪 in chat bar → Opens Sites tab
Click 📚 in chat bar → Opens Layers tab
Click 🗺️ in chat bar → Opens Base Map tab

Working with Multiple Views

Keep Sites tab open while exploring to quickly filter
Use Location Analytics after selecting a location
Switch to Chat for AI assistance anytime

On mobile devices:

Tabs appear at the top of the expanded bottom-sheet panel
Tap tab buttons to switch
Tap the Tabs Menu button (≡ icon) to add, switch, or close tabs via a bottom sheet

Troubleshooting

Can't Find a Tab?

Make sure a workspace panel is open (click 🏪, 🗺️, or a marker)
Click the Tabs Menu button (≡ icon at the right of the tab bar) to see all available tab types grouped by category; not-yet-open types appear in a muted style and can be added from there
Some tabs only appear in certain contexts (for example, Traffic opens when you select a traffic segment on the map)

Tab Content Not Loading?

Check your internet connection
Try clicking the tab again
Refresh the page if the issue persists

Tab Seems Stuck?

Click a different tab, then return
Check if a loading spinner is showing
Try collapsing and reopening the panel

Too Many Tabs Open?

Close unused tabs with the X button
The workspace remembers your configuration

Understanding Workspace Tabs ​

Quick Answer ​

Where to Find Tabs ​

Location ​

Tab Categories ​

Available Tabs ​

🏪 Sites Tab ​

📊 Location Analytics Tab ​

💬 Chat Tab ​

📚 Layers Tab ​

🗺️ Base Map Tab ​

📡 Site Sonar Tab ​

🚦 Traffic Tab ​

🧩 Shapes Tab ​

🏗️ Listings Tab ​

💡 Prompts Tab ​

Forecasting Model Tab ​

Surfaces You'll Hear About But That Aren't Workspace Tabs ​

Navigating Between Tabs ​

Switching Tabs ​

Visual Indicators ​

Adding a New Tab ​

Closing a Tab ​

Quick Access from Chat Bar ​

Tab Combinations for Common Tasks ​

Tips ​

Quick Tab Access ​

Working with Multiple Views ​

Mobile Tab Navigation ​

Troubleshooting ​

Can't Find a Tab? ​

Tab Content Not Loading? ​

Tab Seems Stuck? ​

Too Many Tabs Open? ​

Related Topics ​

Understanding Workspace Tabs

Quick Answer

Where to Find Tabs

Location

Tab Categories

Available Tabs

🏪 Sites Tab

📊 Location Analytics Tab

💬 Chat Tab

📚 Layers Tab

🗺️ Base Map Tab

📡 Site Sonar Tab

🚦 Traffic Tab

🧩 Shapes Tab

🏗️ Listings Tab

💡 Prompts Tab

Forecasting Model Tab

Surfaces You'll Hear About But That Aren't Workspace Tabs

Navigating Between Tabs

Switching Tabs

Visual Indicators

Adding a New Tab

Closing a Tab

Quick Access from Chat Bar

Tab Combinations for Common Tasks

Tips

Quick Tab Access

Working with Multiple Views

Mobile Tab Navigation

Troubleshooting

Can't Find a Tab?

Tab Content Not Loading?

Tab Seems Stuck?

Too Many Tabs Open?

Related Topics