Learn more about the features available in your Sales Insights dashboard.
PREREQUISITES
You must have the latest MSI SFDC package and configuration.
Contact Layout
Engagement Velocity Grid
This smart grid includes Interesting Moments, Email and Web Activity in the last 90 days
User can choose to “Show Account” activity, this will layer all account level Interesting Moments, Email and Web Activity in the contact view
User can highlight specific week in order to see activities within that week
Default View: Current week is selected
Engagement Drill Down and Summary
Drill down activity cards for Interesting Moments, Email and Web Activity
Interesting Moments Activity card - Includes Subscribe Option
Email Activity card - Includes Preview Option
Web Activity card - Includes ability to click on link
Weekly Summary bar will show Interesting Moments, Email and Web Activity for that week. Each icon is clickable and can be used as filters to show specific activity
Default View: This is a list of activities of current view
Upcoming Email Campaigns and Events
Email Campaigns tab:
Includes campaigns that are part of email programs or default programs scheduled within the next 90 days
Not specific to the contact/lead (i.e., list of campaigns is a generic list of all email campaigns scheduled in the Marketo instance). The list of campaigns across all lead, contact, account, and opportunity panels will be the same
If campaign recurrence is such that it runs more than three times in the next 90 days, only the next three runs will be shown at any given point in time (similar to the behavior in Marketo)
The activity details card in this section will have a preview option. If the flow includes multiple send email steps, all emails will be available to preview. Within the send email flow step, if there are multiple “email choices”, the default option will be available for preview
Filters include “Search” and “Date Range”
Event tab:
Includes Event Programs scheduled within the next 90 days
Use the filter option to see all events/invited events (based on Admin settings)
Selecting invited events will show events that specific contact has been invited to, along with member status
Selecting all events will show list of events scheduled within the next 90 days
Activity details card in this section has preview option
Filter includes “Search”, “Show only invited events”, and “Date Range”
Lead Layout
Engagement Velocity Grid
This smart grid includes Interesting Moments, Email and Web Activity in the last 90 days
User can highlight specific week in order to see activities within that week
Default View: Current week is selected
“Show Account Activity” feature is not available on leads since it is not a part of any account in Salesforce until it gets converted to a contact
Engagement Drill Down and Summary
Drill-down activity cards for Interesting Moments, Email and Web Activity
Interesting Moments Activity card - Includes Subscribe Option
Email Activity card - Includes Preview Option
Web Activity card - Includes ability to click on link
Weekly Summary bar will show Interesting Moments, Email and Web Activity for that week. Each icon is clickable and can be used as filters to show specific activity
Default View: This is a list of activities of current view
Upcoming Email Campaigns and Events:
Email Campaigns tab:
Includes campaigns that are part of email programs or default programs scheduled within the next 90 days
Not specific to the contact/lead (i.e., list of campaigns is a generic list of all email campaigns scheduled in the Marketo instance). The list of campaigns across all lead, contact, account, and opportunity panels will be the same
If campaign recurrence is such that it runs more than three times in the next 90 days, only the next three runs will be shown at any given point in time (similar to the behavior in Marketo)
The activity details card in this section will have a preview option. If the flow includes multiple send email steps, all emails will be available to preview. Within the send email flow step, if there are multiple “email choices”, the default option will be available for preview
Filters include “Search” and “Date Range”
Event tab:
Includes Event Programs scheduled within the next 90 days
Use the filter option to see all events/invited events (based on Admin settings)
Selecting invited events will show events that specific contact has been invited to, along with member status
Selecting all events will show list of events scheduled within the next 90 days
Activity details card in this section has preview option
Filter includes “Search”, “Show only invited events”, and “Date Range”
Account Layout
Engagement Velocity Grid
This smart grid includes Interesting Moments, Email and Web Activity in the last 90 days for all contacts in the account
User can highlight specific week in order to see activities within that week
Default View: Current week is selected
Engagement Drill-Down and Summary
Drill-down activity cards for Interesting Moments, Email and Web Activity, including contact name
Interesting Moments Activity card - Includes Subscribe Option
Email Activity card - Includes Preview Option
Web Activity card - Includes ability to click on link
Weekly Summary bar will show Interesting Moments, Email and Web Activity for that week. Each icon is clickable and can be used as filters to show specific activity
Default View: This is a list of activities of current view
Upcoming Email Campaigns and Events
Email Campaigns tab:
Includes campaigns that are part of email programs or default programs scheduled within the next 90 days
Not specific to the contact/lead (i.e., list of campaigns is a generic list of all email campaigns scheduled in the Marketo instance). The list of campaigns across all lead, contact, account, and opportunity panels will be the same
If campaign recurrence is such that it runs more than three times in the next 90 days, only the next three runs will be shown at any given point in time (similar to the behavior in Marketo)
The activity details card in this section will have a preview option. If the flow includes multiple send email steps, all emails will be available to preview. Within the send email flow step, if there are multiple “email choices”, the default option will be available for preview
Filters include “Search” and “Date Range”
Event tab:
Includes Event Programs scheduled within the next 90 days
Use the filter option to see all events/invited events (based on Admin settings)
Selecting invited events will show events that specific contact has been invited to, along with member status
Selecting all events will show list of events scheduled within the next 90 days
Activity details card in this section has preview option
Filter includes “Search”, “Show only invited events”, and “Date Range”
Opportunity Layout
Engagement Velocity Grid
This smart grid includes Interesting Moments, Email and Web Activity in the last 90 days for all contacts in the Opportunity
User can highlight specific week in order to see activities within that week
Default View: Current week is selected
Engagement Drill-Down and Summary
Drill-down activity cards for Interesting Moments, Email and Web Activity, including contact name
Interesting Moments Activity card - Includes Subscribe Option
Email Activity card - Includes Preview Option
Web Activity card - Includes ability to click on link
Weekly Summary bar will show Interesting Moments, Email and Web Activity for that week. Each icon is clickable and can be used as filters to show specific activity
Default View: This is a list of activities of current view
Upcoming Email Campaigns and Events Email Campaigns tab:
Includes campaigns that are part of email programs or default programs scheduled within the next 90 days
Not specific to the contact/lead (i.e., list of campaigns is a generic list of all email campaigns scheduled in the Marketo instance). The list of campaigns across all lead, contact, account, and opportunity panels will be the same
If campaign recurrence is such that it runs more than three times in the next 90 days, only the next three runs will be shown at any given point in time (similar to the behavior in Marketo)
The activity details card in this section will have a preview option. If the flow includes multiple send email steps, all emails will be available to preview. Within the send email flow step, if there are multiple “email choices”, the default option will be available for preview
Filters include “Search” and “Date Range”
Event tab:
Includes Event Programs scheduled within the next 90 days
Use the filter option to see all events/invited events (based on Admin settings)
Selecting invited events will show events that specific contact has been invited to, along with member status
Selecting all events will show list of events scheduled within the next 90 days
Activity details card in this section has preview option
Filter includes “Search”, “Show only invited events”, and “Date Range”
NOTE
If your Account or Opportunity has more than 800 contacts, the dashboard will not display any data. However, you can go to individual contacts to see their insights and engagement. If your Account has more than 800 contacts, “Show Account Level Activity” will be disabled.