The Volume page is divided into three sections:

1. The Journey Stage Volume Chart

This chart shows the number of accounts that entered that stage in the selected time period. 

If an account entered this stage more than once during this time period, we will count every transition in the volume number.

Also, only forward stage transitions are included in this number. For example, if an account moved backwards from the Meeting stage to the MQA stage, it would not be included in the volume number for the MQA stage.

The chart can customized by choosing a field to group the data by:

The data in the bar chart is historical, which means that the accounts represented on the chart may not be in that stage anymore, but they did move to the stage on the date shown.

2. The Heatmap

The heatmap allows you to slice and dice the Volume data to better understand the Journey trends:

The presets by the default allow you to look at:

  • Account Owner
  • Industry
  • State
  • Type of Account

But you're also able to choose your own custom fields by clicking on the "Custom" button and selecting whatever fields you want.

3. The Data Table

Finally, the page contains the list of accounts and Journey records represented in the charts above.

You can toggle between unique accounts and stage transitions.

The stage transitions option shows you which accounts transitioned into this stage, the date they entered this stage, the previous stage they were in, and how many days they were in the previous stage.