Passport Dashboard passport-dashboard
The Passport dashboard offers marketers a dynamic view of Leads, Contacts, and Opportunities as they transition through various stages within a specified period. By filtering for a specific date, users can also obtain a snapshot of records for that day.
Questions the board answers:
- How many leads, contacts, or opportunities existed in each non-terminal stage on any chosen day?
- Throughout a specified period, how many distinct Leads or Contacts progressed through each transient stage?
- Example: If Lead A was in stage 1 on 1/1/2023 and advanced to stage 5 by 3/31/2023, the Q1 2023 Passport analysis would count Lead A in stages 1 through 5.
- How many unique opportunities passed through each transient stage during a given time frame?
Dashboard Components dashboard-components
Opportunities in Stage by Stage Name opportunities-in-stage-by-stage-name
- Each stage shows the number of Opportunities with touchpoints that have passed through them in a given timeframe.
- If an opportunity progresses through multiple stages within that span, it’s counted in every stage it passes.
- Terminal stages such as “Closed Won” and “Closed Lost” are excluded.
- Both start and end dates are inclusive.
Leads or Contacts in Stage by Stage Name leads-or-contacts-in-stage-by-stage-name
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Each stage shows the number of Leads or Contacts with touchpoints that have passed through them in a given timeframe.
- Whether to display “Lead” or “Contact” is determined by the preference set in: Settings > Attribution Settings > Default Dashboard Object.
- If a Lead or Contact progresses through multiple stages within that span, it’s counted in every stage it passes.
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Terminal stages such as “Closed Won” and “Closed Lost” are excluded.
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Both start and end dates are inclusive.
Filter Pane filter-pane
This dashboard is equipped with the following settings and filters:
- Date (based on Transition Date)
- Channel, Subchannel
- Campaign
- Segments
recommendation-more-help
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