One of the attribution sample dashboard for Engagement Minutes that comes with Dash out of the box is the "Opportunity Created Attribution (Minutes)" dashboard. This is the Classic view of it:

In order to use this dashboard effectively, make sure the Engagio API is configured and running properly in Salesforce.

There is a lot of information in this dashboard. Let's break it down by section in order to understand what it is telling us:

  • Total Pipeline Created
    This dollar value is pulled directly from the opportunity object's amount field in SFDC. This is the source of truth for the universe of opportunity amount created in the current and previous fiscal year timeframe. We want the Dash data to match this total.
  • Pipeline Attribution by Sales and Marketing Engagement
    Knowing the total opportunity created universe, we want to know what percentage was influenced by Engagio activities as tracked by Dash. This chart will show you 1) the overall opportunity value universe tracked by Dash ($15M in this example) and 2) the overall amount influenced by Marketing vs. Sales Engagement. You can also see another view of this data trended by month to the right of this chart:
  • Pipeline Minutes Attribution, MonthlyThis report component breaks down the total amount influenced by Engagio activity categories over time (pulled from the Engagio activity record). This allows you to see top performing activity categories but helps also validate if your attribution criteria should be altered (e.g. if you see activities like cancelled events being captured here, you may want to exclude that in your API configuration or attribution criteria). Out of the box, we use the Minutes Model for this chart and all other attribution based charts on this dashboard.
    • Avg # of Touches per Opportunity Created (Sales & Marketing)
      The "Average # of Touches" component displays the average number of Engagio activities recorded for each opportunity on average before it is created. Out of the box, we pay attention to all matched leads to the account and contacts under the account.

There are many ways to customize this dashboard. Please feel free to filter, change the date ranges, remove components, or even change the attribution model as needed.