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.


How did we do?


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