Using Company Lists in Dashboards

Why Use Company Lists in Dashboards?

  • Your Marketing Manager would like to view attribution from Companies touched by the advertising agency.
  • Your data analyst has crafted a query to select only Companies 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 Company 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?

Using Campaign Lists in Dashboards

CaliberMind Metrics Definition

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