Account Journey KPIs - CLASSIC
One of the sample dashboards that comes with Dash is the Account Journey KPIs Dashboard - CLASSIC. This is the Lightning only version of this dashboard:
Use this dashboard to:
- Track the total volume of accounts entering each account stage in the current/previous fiscal year
- Monitor the average velocity or average time it is taking for accounts to move from one stage to the next in the current/previous fiscal year
- Analyze the average conversion rate for accounts to move from one stage to the next in the account model over the current/previous fiscal year
The examples above are meant to be used as samples. If you have custom stages not reflected out of the box, a different timeframe (e.g. current fiscal year only), or if you need to filter this for target accounts only, feel free to edit this dashboard to get the desired view for your team.