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Engagement Overview dashboard

This dashboard provides a comprehensive view of engagement and showcases real-time metrics of account and individual interactions through snapshot donut charts and trend-revealing line charts over time. It helps you monitor and strategize your engagement efforts effectively.

Engagement by Accounts / People

The donut charts clearly divide accounts or people into engaged and non-engaged categories. The central figure denotes the total count within each category, providing an at-a-glance understanding of overall engagement.

Engagement by Accounts / People Over Time

These line charts display the engagement levels of accounts or people over time. With distinct lines for ‘Engaged’ and ‘Not Engaged,’ visualized alongside a time-stamped horizontal axis, you can pinpoint trends and patterns. You can hover over a line to reveal precise metrics for any given date.

To generate a shareable PDF of your current view, click Export at the top-right corner of the page. To engage with the data, use the action menu in the top-right corner.

Enhanced Interaction

Engage further with the data by using the action button in the top-right corner.

View More:

For all widgets, a pop-up appears with the chart and a table showing the breakdown of engagement by Account / People.
Download CSV button on the top-right corner of the table.

Drill through

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

The global filters applied to the dashboard are carried over to this page.

The applied filters are displayed, but are not editable on this page.
The only available filters that are enabled are Account Name or Person Name.

To display or hide available columns, click View more at the top-right corner:

Click View more to open the download dialog.

Button on the top right corner to open a pop-up with the available column list:

Filter

Global filter: **Date ** filter, which reflects the Buying Group last status change date. The start date is adjustable. The end date defaults to the current day.

You can also filter the display using any of these attributes: