Passport Dashboard Documentation

Passport dashboard enables Marketers to view Leads/Contacts and Opportunities that have gone through each pipeline stage during a given time frame.

This dashboard has two tiles:

• Opportunities: The number of Opportunity records passed through each stage during the given time frame.
• Leads/Contacts: The number of Lead or Contact records passed through each stage during the given time frame.

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

• Date: select the time frame.
• 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.
• CRM Account Name: filter the records by CRM Account Names.
• 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.

Opportunities

Stages include OC, selected Funnel stages in Open Opportunity Stages (Settings > CRM > Stage Mapping), and Won Opportunity Stages (Settings > CRM > Stage Mapping).

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

Leads/Contacts

Stages include FT, LC, selected Funnel stages in Open Lead/Contact Stages on Settings - CRM - Stage Mapping, and Converted Lead/Contact Stages on Settings - CRM - Stage Mapping.

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