Using Account Lists in Dashboards
Why Use Account Lists in Dashboards?
- Your Marketing Manager would like to view attribution from Accounts touched by the advertising agency.
- Your data analyst has crafted a query to select only Accounts from trade show interactions.
- The Revenue Manager wants to see the attribution report with only prospects from the tech industry.
Open the Engagement Dashboard, click the LIST: dropdown, and select the account list you would like to use to filter.
The dashboard will now filter by just the account_ids present in that list and update the
scorecards with the new data.