DocumentationJourney Optimizer B2B Edition Documentation

Buying Groups Overview dashboard

Last update: Thu Aug 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

The Buying Group Overview dashboard is designed for the B2B Sales Handoff process. It enables the Marketing team to share ready buying groups and their members along with essential data to the Sales team for execution. This process ensures a streamlined transition from marketing to sales.

The Sales Handoff comprises:

  • Data Handoff: Marketing identifies ready target data and makes it accessible to Sales in the CSV format.
  • Sales Acceptance: Sales manually reviews and incorporates ready targets into their pipeline.

Buying Group Status

Gain insights into your buying groups’ progression with the Buying Group Status view. This visualization showcases the distribution of your buying groups categorized by their most recent status update within a specified time frame.

Buying Groups overview

Status (y-axis): Track the journey of buying groups through various stages.
Number of Buying Groups (x-axis): Quantify the number of buying groups at each status, providing a clear metric of your funnel’s health and activity.

Data filtering

  • Data filter - Use the Date filter, which reflects the Buying Group last status change date. The start date is adjustable. The end date defaults to the current day.

    Filtering the buying group status data by date range {width="400"}

  • Attribute filter - Click the Filter icon at the top left to filter the data display using any of these attributes:

    • Solution Interest
    • Status
    • Buying Group Statuses
    • Account Region
    • Account Industry

    Filtering the buying group status data by attribute {width="500"}

Engage with the data

To engage with the data, use the action menu in the top-right corner.

Click the icon to access the actions menu

Drill through

Choose Drill through for an in-depth analysis of individual group statuses.

The drill through for the graph data

The global filters applied to the dashboard are carried over.

Click the action menu icon on the top right and choose View more to view extended data and insights.

View more

Choose View more for extended data and insights. The displayed pop-up includes a chart and a table that show the breakdown of the buying group statuses:

  • Account ID
  • Account Name
  • Account Region
  • Account Industry
  • Buying Group Name
  • Solution Interest
  • Status
  • Engagement Score
  • Completeness Score
  • Member Role
  • Member Enrolled / Created Date
  • Person ID
  • Name
  • Email
  • Title
  • Number of Inbound Engagement Activities
  • Last engagement date

View extended data

To download the data, click Download CSV at the top right.

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