Insights Engagement Dashboard

Insights - Engagement - Start Here!

There are a LOT of insights packed into each dashboard, and it's easy to get overwhelmed when you're first starting out. Start with this step-by-step walk-through.

Camela Thompson
Updated 2 weeks ago by Camela Thompson

Insights - Engagement - Dashboard Terminology & Key Concepts

General Dashboard Functionality. For more information on the following topics, click on the linked topic: User Permissions & Sharing Dashboards. Key Concepts like Widgets, Dashboards, Filters, etc..…

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg

Insights - Engagement Overview

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.).

Cathy Funderburg
Updated 3 months ago by Cathy Funderburg

Insights - Engagement - System Account Detail

The Account Detail Dashboard tells you when and how an account has engaged with you, including the people interacting with your company, the campaigns they are engaging with, and how they are finding those campaigns.

Raviv Turner
Updated 7 months ago by Raviv Turner

Insights - Engagement - Person Detail

The Person Detail dashboard is meant to provide more details about questions asked while reviewing the Engagement Overview and Account Dashboard.

Raviv Turner
Updated 7 months ago by Raviv Turner

Insights - Engagement - Engagement Essential Questions and Dashboard Tile Definition

Understanding the definitions of the tiles on the Engagement Overview Dashboard will answer all of your high-level questions. These tiles will be the same for subsequent engagement dashboards. The differentiating factor would be the individual filters applied to each dashboard.

Cathy Funderburg
Updated 7 months ago by Cathy Funderburg

Insights Engagement Dashboard - Aggregation Dates

Let's Discuss Aggregation Dates. Date aggregation determines how your charts are grouped. Currently, the report is aggregated by days. As you can see there is a large amount of data represented and t…

Cathy Funderburg
Updated 7 months ago by Cathy Funderburg

Contact