The Marketer's Dashboard

The Marketer's Dashboard

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

About this course

What You’ll Learn:

  • Understand how to analyze the different graphs, charts, and tables that appear in your dashboard section including:
    • Quick Cards - a series of reports to aid users in answering core questions
    • Highlights - show most engaged prospects, accounts, and their activities
    • Trend Chart - summarizes account insights by most engaged people and accounts
    • Most Engaged Accounts - compares recent-to-historical account engagement
    • Heatmap - surfaces account engagement grouped by department and role
    • Newly Added People - shows who has been added to accounts in the past 7 days

Who Should Take This Course:

This course is designed for marketers. 

 

Time Expectations:

4 short video tutorials and roughly 12 mins. 

 

Supporting Documentation:

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

 

Curriculum12 min

  • Understanding Your Dashboard
  • Intro to Engagio's Dashboard 4 min
  • Understanding Your Dashboard
  • What are Quick Cards
  • Intro to Quick Cards 1 min
  • Quick Card Best Practices 2 min
  • Engagio's Sidebar
  • Sidebar Navigation 3 min
  • Feedback
  • Course Completed
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Understand how to analyze the different graphs, charts, and tables that appear in your dashboard section including:
    • Quick Cards - a series of reports to aid users in answering core questions
    • Highlights - show most engaged prospects, accounts, and their activities
    • Trend Chart - summarizes account insights by most engaged people and accounts
    • Most Engaged Accounts - compares recent-to-historical account engagement
    • Heatmap - surfaces account engagement grouped by department and role
    • Newly Added People - shows who has been added to accounts in the past 7 days

Who Should Take This Course:

This course is designed for marketers. 

 

Time Expectations:

4 short video tutorials and roughly 12 mins. 

 

Supporting Documentation:

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

 

Curriculum12 min

  • Understanding Your Dashboard
  • Intro to Engagio's Dashboard 4 min
  • Understanding Your Dashboard
  • What are Quick Cards
  • Intro to Quick Cards 1 min
  • Quick Card Best Practices 2 min
  • Engagio's Sidebar
  • Sidebar Navigation 3 min
  • Feedback
  • Course Completed
  • Tell Us What You Think