New to Dash? Start here.
Dash: Application Install
The very first step of getting started with Engagio Dash is installing the application in your Salesforce environment.
This course helps you configure Dash to work properly for your organization.
Dash: How Engagio Dash Works
In order to understand Dash, it is important to understand the main objects of Dash and how they connect to each other.
Dash: Account Journey Inflow/Outflow Dashboard
Monitor the overall health of the account model by tracking the in flow and out flow by stage over time.
Dash: Account Journey KPIs Dashboard
Monitor the overall health of the account model by tracking the volume, velocity and conversion rate from stage to stage.
Dash: Opportunity Created Attribution Dashboard (Minutes)
Determine top performing activity types, UTM parameters, and overall Marketing vs. Sales Engagement on pipeline created.
Dash: Opportunity Created Attribution Dashboard (Campaigns)
Determine top performing campaign types, campaigns, and overall influence on pipeline created.