Snapshot Dashboard Documentation

Snapshot dashboard enables you to view the state of your CRM at any given point in time, with the distribution of records across Lead/Contact and Opportunity stages.

This dashboard has two tiles:

  • Lead/Contact Snapshot: The number of Lead or Contact records in each stage on the selected date.
NOTE

Across all Discover dashboards, only one person object, either Lead or Contact, can be reported. This is set in Settings - Reporting - Attribution Settings - Default Dashboard Object.

  • Opportunity Snapshot: The number of Opportunity records in each stage on the selected date.

This dashboard supports the following filters (all filters apply to both tiles):

  • Snapshot Date: select the snapshot date.
  • CRM Account ID/Name: filter the records by CRM Account IDs or Names.
NOTE

Suggestions show names only.

  • Channel: filter the records by channels. A record is associated to a channel if any of its touchpoints are associated to the channel.
  • Subchannel: filter the records by subchannels. A record is associated to a subchannel if any of its touchpoints are associated to the subchannel.
  • Campaign: filter the records by campaigns. A record is associated to a campaign if any of its touchpoints are associated to the campaign.
  • Campaign Source: filter the records by campaign sources. Example campaign sources are Adwords, BingAds, Facebook, LinkedIn etc. A record is associated to a campaign source if any of its touchpoints are associated to the campaign source.
  • Ad Account ID/Name: filter the records by Ad Account IDs or Names. A record is associated to an Ad Account if any of its touchpoints is associated to a campaign from the selected Ad Accounts.
NOTE

Suggestion show names only.

  • Segment filters: filter the records by custom segments. A record is associated to a segment if any of its touchpoints are associated to the segment.

Across all filters, “AND” logic is used.

NOTE

If a record changes stage on the selected date, the record will be counted for the from and to stages, and all pass-through stages.

Lead/Contact Snapshot

Stages include FT, LC and selected Funnel stages in Open Lead/Contact Stages (Settings > CRM > Stage Mapping).

You can drill down from each bar to view the Lead/Contact records for each stage.

Opportunity Snapshot

Stages include FT, LC, selected Funnel stages in Open Lead/Contact Stages (Settings > CRM > Stage Mapping). And OC and selected Funnel stages in Open Opportunity Stages (Settings > CRM > Stage Mapping).

You can drill down from each bar to view the Opportunity records for each stage.

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