Table of Contents

Engagement: Summary Tab

Angie C. Updated by Angie C.

Common Uses Cases & Questions Answered with the Summary Tab

If you’re a Marketing Analyst looking to analyze and monitor the engagement trends of companies over the last 30 days:

  1. Set the "Date Period" filter to "Last 30 Days"
  2. Review the "Active Companies" and "Change Last 30" KPI metrics to identify the count of engaged companies and whether the trend is positive or negative.
  3. Utilize the "Contribution to Score Over Period (Top 10 by…)" widget with a dynamic group by selection (e.g., Job Level) to understand which factors contribute most to engagement.

If you're a Sales Manager aiming to provide a customized engagement analysis for your team:

  1. Use filters such as "Company Owner" and "Person List" to tailor the data for specific sales team members.
  2. Explore the "Company Engagement Level" filter to focus on companies with specific engagement levels.
  3. Utilize the "Engagement by …" widget with a dynamic group by selection (e.g., Job Level) to analyze engagement details relevant to the sales team's goals.

If you're a Marketing Manager seeking to assess campaign performance:

  1. Select "Campaign" as the "Group By" filter.
  2. Explore the "Campaign List" filter to limit the number of campaigns for focused analysis.
  3. Use the "Scored Events Over Period" metric to view the sum of events with engagement scores for the selected time period.
  4. Leverage the "Contribution to Score Current Week" and "Contribution to Score Previous Week" metrics to track recent campaign impact.

Summary Tab

This Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

Important Note: All filters apply to all widgets as a rule.

The KPI metrics shown at the top display for the Summary, Companies, People, Campaigns, Explore:

  1. Active Companies: displays the count of all known Companies with a > 0 Engagement Score based on the filters applied
  2. Change Last 30: this metric relates to the Number of Companies and allows you to see whether you are trending in a positive or negative manner over the last 30 days
  3. 03 - High Engagement: based on the Engagement Index, which evenly distributes a ranking based on a 0-100 setup. This can be controlled on the Engagement Model Settings tab (Select Settings > Engagement > Scoring Models. Then select the default scoring model you are using, click to the Settings tab).
  4. Surging Accounts: displays the number of accounts that have reached the '03 - High Engagement' bucket in the past 7 days
  5. 04 - Most Engagement: based on the Engagement Index, which evenly distributes a ranking based on a 0-100. This can be controlled on the Engagement Model Settings tab (Select Settings > Engagement > Scoring Models. Then select the default scoring model you are using, click to the Settings tab).
  6. Surging Accounts: displays the number of accounts that have reached the '04 - Most Engagement ' bucket in the past 7 days
  7. Active People: displays the count of all known People with a greater than 0 Engagement Score based on the filters applied
  8. Active per Company: this metric tells you on average how many people are engaged at each of your engaged companies

Contribution to Score Over Period (Top 10 by …)

This widget allows the user to see Engagement by using a dynamic group by selection. By default we will be showing by Job Level. You are also able to determine the look-back period by selecting a Date Period and Date Aggregation.

  1. The title of this widget is dynamic based on your Group By selection, in this case, “Opportunity Type” was selected.
  2. The x-axis shows you a time range based on your selections of “Date Periods” and “Date Aggregation” in the filter drawer. An example of how to set this up would be to select “All Time” for the “Date Period” and “Month” for the Date Aggregation, this would then show you month over month contribution to score for as many months as you have scores based on your engagement model selection.
  3. The legend on the chart will show the values based on the “Group By” selection you’ve made. In this case we have selected Job Level and we see values like “Director,” “Functional,” “Manager,” etc.

Engagement by Known Job Level

  1. The title of this widget is dynamic based on your Group By selection, in this case “Job Level” was selected.
  2. Group By Job Level column is populated based on your “Group By” selection, this column will not show null values
  3. Active People Over Period displays the sum of People that have > 0 Engagement Scores Over this Period
  4. Active Companies Over Period displays the sum of Companies that have > 0 Engagement Scores Over this Period
  5. Scored Events Over Period displays the sum of Events with Engagement Scores over the selected Time Period
  6. Contribution to Score Current Week displays the aggregated sum of Engagement Score generated between the past 1-7 days
  7. Contribution to Score Previous Week displays the aggregated sum of Engagement Score generated between the past 8-14 days

How did we do?

Engagement Overview: Companies Tab

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