The Journeys Summary page helps you analyze how accounts progress through Journey Stages and measure the performance of your account lists. You can track key metrics, including pipeline, revenue, close rate, average deal size, volume, velocity, and conversion.
You can also compare account lists or date ranges to identify trends and evaluate your Account-Based Marketing (ABM) performance.
Benefits of Journeys Summary Page
- Track journey progression: See how accounts are distributed across Journey Stages and measure their progression.
- Measure performance: Analyze pipeline, revenue, and other key metrics to evaluate ABM performance.
- Compare account lists: Compare performance across account lists or date ranges to identify trends.
- Analyze advertising performance: View impressions and spend by Journey Stage for Ad Journeys campaigns.
- Take action: Filter, export, and take action on accounts based on their Journey Stages.
Access the Journeys Summary Page
- From the left navigation bar, go to
Analytics> Journeys.
- Select an account list.
- Use the date range selector and quick filters at the top of the page to refine the data displayed.
Compare Account Lists and Date Ranges
You can compare the performance of your selected account list with other account lists or different date ranges. You can add up to two comparisons.
Each account list is assigned a color to help you distinguish its data in the charts.
To compare account lists or date ranges:
- In the List Selection and Comparison section, click Compare another list.
- Select one of the following options:
- Current List: Compare the selected account list across different date ranges.
-
Lists: Compare the selected account list with another account list.
- Select the date range or account list to compare.
- (Optional) Use the date range selector to adjust the comparison period.
Tip: To remove a comparison, click the X next to the list in the Compare to section.
Understand Date Range Comparisons
When comparing the current account list, you can select the following date range options. Each comparison is based on the primary date range selected at the top of the page.
Date Range Option |
Description |
|---|---|
| Same lookback period | The immediately preceding period of the same length. |
| Month over month | The equivalent period in the previous month. |
| Quarter over Quarter | The equivalent period in the previous quarter. |
| Year over Year | The equivalent period in the previous year. |
You can also use the date range selector to choose Last 7 Days, Last 30 Days, Last 3 Months, or Last 12 Months.
Important: Date range comparison options are unavailable if the primary date range is more than 13 months in the past.
Understand Journey KPI Cards
The KPI cards show opportunity-related metrics for the selected account lists.
Important: You cannot customize the KPI cards on the Journeys Summary page.
KPI |
Description |
|---|---|
| All Opportunities | Total opportunity amount for all opportunities created during the selected date range. |
| Pipeline | Total opportunity amount for open opportunities created during the selected date range. |
| Revenue |
Total opportunity amount for closed-won opportunities in the selected date range. Important: You can change the opportunity amount field you want to use to calculate Pipeline and Revenue metrics. See Understanding Company Settings. |
| Opportunity Close Rate | Percentage of opportunities that are closed-won during the selected date range. |
| Average Deal Size | Average revenue of closed-won opportunities during the selected date range. |
Click the Pipeline or Revenue KPI card to open Analytics > Opportunities for further analysis.
Understand the Journey Summary
The Journey Summary section shows how accounts are distributed across Journey Stages and how they progress through the journey.
Metric |
Description |
|---|---|
| Stage | Journey Stage associated with the accounts. |
| Accounts | Number and percentage of accounts in each Journey Stage during the selected date range. |
| Volume | View detailed Journey Volume metrics. |
| Velocity | View detailed Journey Velocity metrics. |
| Conversion | View detailed Journey Conversion metrics. |
| Impressions | Total impressions served during the selected date range to accounts in each Journey Stage that are part of an ad campaign. |
| Spend | Total advertising spend during the selected date range for accounts in each Journey Stage that are part of an ad campaign. |
Important: Impressions and Spend are available when accessing the Journeys Summary page from an Ad Journeys campaign.
Show or Hide Journey Stages
Use the Hidden Stages selector to show or hide Journey Stages in the Journey Summary section.
Tip: Admins can configure which Journey Stages appear in Analytics by going to Settings > Journey > Account Journey Builder and updating the Show in Analytics setting.
Analyze Journey Summary Chart Data
Use the Journey Summary chart to explore account performance and access detailed metrics.
You can take the following actions:
- View metric details: Hover over chart data to see additional information.
- Filter accounts: Click one or more Journey Stages to filter the All Accounts table.
-
Analyze metrics: Click a Volume, Velocity, or Conversion metric for the primary account list (shown in bold) to open the corresponding Analytics page.
-
View account totals: Review the total number of accounts in each list that transitioned through the Journey Funnel during the selected date range.
Analyze Ad Journeys Campaign Performance
You can view impressions and spend by Journey Stage for active Ad Journeys campaigns.
To access Journeys Summary from an Ad Journeys campaign:
- Go to Advertising > Campaigns.
- Click the campaign name.
- Click Journey Funnel.
The Journeys Summary page opens with the following selections preloaded:
- Selected List: Account list associated with the campaign.
- Selected Campaign: Ad Journeys campaign.
- Date Range: Date range selected on the Campaigns Summary page.
Understand Ad Journeys Data
The Journeys Summary page shows impressions and spend for accounts in each Journey Stage.
Keep the following in mind:
- Data includes impressions and spend from the lifetime of the account list, including accounts that are no longer on the list.
- Impressions are attributed to the Journey Stage the account was in when the impression was served.
Important: When accessing Journeys Summary from an Ad Journeys campaign:
- Basic and advanced filters, including Saved Filters, Industry, Type, Billing State/Province, and More Filters, are unavailable.
- Volume, Velocity, and Conversion reports are unavailable.
Analyze Accounts in the All Accounts Table
The All Accounts table shows accounts from the primary account list and each comparison list in separate tabs. See Understanding Engagement Tables in Analytics.
You can take the following actions:
- Search for accounts: Click the search icon to find an account.
-
Export accounts: Select an account list tab and click Export to download a CSV file.
Important: CSV exports include only the accounts from the currently selected tab. You cannot export all comparison tabs into a single CSV file. - Take action: Select accounts and click Take Action to view available actions. See Understanding Take Action.
- Filter by account source: Use the Accounts from All Sources drop-down to filter accounts from CRM, MAS, CSV imports, or net-new accounts identified by Demandbase.
- Customize columns: Click Edit Columns to add, remove, or reorder columns.
- Filter by Journey Stage: Select one or more Journey Stages in the Journey Summary chart.