Account Journeys Dashboard
The Account Journeys Dashboard helps you measure how each segment of your business is performing across each stage of the Journey.
The Journey stages are customized using cross-object relationships leveraging data from accounts, people, opportunities, and activities.
Monitor key ABM metrics including Pipeline, Revenue, Velocity, and Conversion.
The Journeys Dashboard is accessed via Engagio's main left navigation menu:
3 Different Views
The Journeys Dashboard has 3 different views based on user preference:
The view can be adjusted using the Dashboard View Toggle.
Elements of the Account Journeys Dashboard:
Time Period Picklist
Views Toggle (Bar Charts/Funnels/Compare)
Hidden Stages Toggle
Account List Picker
Accounts by Journey Stage Chart
Pipeline and Revenue KPI's
Journey KPI's: Volume, Conversion and Velocity
Accounts by Account List and Journey Stage Table