Insights - Engagement Overview
Before Using the Engagement Overview Dashboard
We recommend you check out the articles on Using Dashboards and Engagement Terminology and Key Concepts if you haven't already. The Engagement Overview is intended to be the starting point for all other Engagement dashboards. We recommend identifying trends at the Overview level then clicking through to more detailed views to answer questions that may arise.
The Engagement Overview Dashboard
The Engagement Overview Dashboard is a great way to understand engagement trends associated with activities or events. These are interactions between external prospects and your company (such as website visits, web forms, events, emails, etc.).
- The Categories above the Column Chart allow you to pivot the chart and table data by different dimensions:
- To view the Account Detail Dashboard, select the By Account Category, then select the data for any account to view their engagement history:
Use Case Video 1: What are people engaging with this month vs. last month?
Use Case Video 2: How are people finding my online content?
For more information on Terminology and Key Concepts in Engagement Dashboards, go here.
For more information on using Filters, go here.