Dashboards Explained

Dashboards Explained

Understand how to interpret Account Journey Inflow/Outflow & KPIs, and Opportunity Created Attribution Minutes & Campaigns

About this course

What You’ll Learn:

  • Use the Account Journey Inflow/Outflow dashboard to view inflow of accounts into each account stage, outflow of accounts into each account stage, and total universe of accounts in each stage right now.
  • Use the Account Journey KPIs dashboard to view velocity and conversion rates. 
  • Use the Opportunity Created Attribution dashboards to view total pipeline influenced, marketing vs sales engagement influence on pipeline, UTM parameter influence, and more.

Who Should Take This Course:

This course is designed for administrators and those looking to understand the Engagio’s out-of-the-box dashboards within Dash..

 

Time Expectations:

4 short video tutorials and roughly 18 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum18 min

  • Account Journey Inflow/Outflow 3 min
  • Account Journey KPIs 3 min
  • Opportunity Created Attribution (Minutes) 5 min
  • Opportunity Created Attribution (Campaigns) 5 min
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Use the Account Journey Inflow/Outflow dashboard to view inflow of accounts into each account stage, outflow of accounts into each account stage, and total universe of accounts in each stage right now.
  • Use the Account Journey KPIs dashboard to view velocity and conversion rates. 
  • Use the Opportunity Created Attribution dashboards to view total pipeline influenced, marketing vs sales engagement influence on pipeline, UTM parameter influence, and more.

Who Should Take This Course:

This course is designed for administrators and those looking to understand the Engagio’s out-of-the-box dashboards within Dash..

 

Time Expectations:

4 short video tutorials and roughly 18 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum18 min

  • Account Journey Inflow/Outflow 3 min
  • Account Journey KPIs 3 min
  • Opportunity Created Attribution (Minutes) 5 min
  • Opportunity Created Attribution (Campaigns) 5 min
  • Tell Us What You Think