Engage (Analytics)

Engage (Analytics)

Learn how Engagio admin's can customize global reporting settings based on how each organization operates!

About this course

After completing the lessons in this admin-course, you'll learn how to:

  • Manage account list subscriptions for Engagio users to ensure everyone receives relevant insights 
  • Control how account lists are auto-generated based on which user fields you have in SFDC
  • Configure activity categories & see insights specific to you, such as by product, persona, & more
  • Understand & manage which fields are syncing into Engagio from your connected data sources
  • Customize how Engagio charts display insights based on data points specific to your organization
  • Learn why it's critical to use the ABM Scorecard as an admin for historical reporting and tracking
  • Globally adjust what data points are visible to users when they slice & dice account information 

Curriculum

  • Subscriptions
  • Auto-Create Account Lists
  • Activity Fields
  • Fields
  • Chart Configuration
  • ABM Scorecard
  • Dashboard Configuration

About this course

After completing the lessons in this admin-course, you'll learn how to:

  • Manage account list subscriptions for Engagio users to ensure everyone receives relevant insights 
  • Control how account lists are auto-generated based on which user fields you have in SFDC
  • Configure activity categories & see insights specific to you, such as by product, persona, & more
  • Understand & manage which fields are syncing into Engagio from your connected data sources
  • Customize how Engagio charts display insights based on data points specific to your organization
  • Learn why it's critical to use the ABM Scorecard as an admin for historical reporting and tracking
  • Globally adjust what data points are visible to users when they slice & dice account information 

Curriculum

  • Subscriptions
  • Auto-Create Account Lists
  • Activity Fields
  • Fields
  • Chart Configuration
  • ABM Scorecard
  • Dashboard Configuration