Dashboard

Dashboard

Familiarize yourself with how to read the different visualizations in your analytics Dashboard

About this course

After completing this course, you and your team will have an understanding of how to analyze the different graphs, charts, and tables that appear in your Dashboard section. These include:

  • The Quick Cards  which are a series of reports to aid users in answering core questions
  • Highlights  which shows most engaged prospects, accounts, & their activities 
  • The Trend  chart summarizes account insights by most engaged people & accounts
  • The Most Engaged Accounts  section compares recent-to-historical account engagement
  • Engagio's Heatmap  surfaces account engagement grouped by department & role
  • And lastly, the Newly Added People  shows who has been added to accounts in the past 7 days

Curriculum

  • Understanding Your Dashboard
  • Intro to Engagio's Dashboard
  • Understanding Your Dashboard
  • What are Quick Cards
  • Intro to Quick Cards
  • Quick Card Best Practices
  • Engagio's Sidebar
  • Sidebar Navigation

About this course

After completing this course, you and your team will have an understanding of how to analyze the different graphs, charts, and tables that appear in your Dashboard section. These include:

  • The Quick Cards  which are a series of reports to aid users in answering core questions
  • Highlights  which shows most engaged prospects, accounts, & their activities 
  • The Trend  chart summarizes account insights by most engaged people & accounts
  • The Most Engaged Accounts  section compares recent-to-historical account engagement
  • Engagio's Heatmap  surfaces account engagement grouped by department & role
  • And lastly, the Newly Added People  shows who has been added to accounts in the past 7 days

Curriculum

  • Understanding Your Dashboard
  • Intro to Engagio's Dashboard
  • Understanding Your Dashboard
  • What are Quick Cards
  • Intro to Quick Cards
  • Quick Card Best Practices
  • Engagio's Sidebar
  • Sidebar Navigation