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.
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..…
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.).
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.
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.
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.