The Volume page in Analytics provides details about the Volume metric for each Journey Stage. Volume is the number of accounts that entered a stage during the selected date range.
Volume includes the first time an account is placed in a stage after being synced from your CRM or imported from a CSV file. It counts forward transitions only and counts each account’s forward transition into a stage once. Repeated or backward transitions into the same stage are excluded. For example, if an account moves backward from Opportunity to Engaged, it isn’t included in the Volume for Engaged.
To access the page, from the left navigation bar, go to Analytics> Volume. After you select an account list, you can use the date range selector and quick filters at the top of the page to update the data shown.
Tip: You can also access the page by clicking a stage under the Total Volume metric on the Journeys page.
Journey Stage Volume
The Journey Stage Volume section shows the number of accounts that entered each stage during the selected time period. It includes forward stage transitions only and excludes accounts that skipped the stage.
Click on a stage listed in the Journey Stage Volume chart to view detailed information about the accounts that were in that particular stage during the selected time period. Scroll down to the Journey Table section of the page to see the data.
To customize the view for the data shown, you can change the time period to days, weeks, or months. You can also select another account field from the drop-down list to see accounts grouped by that field.
Journey Heatmap
The Journey Heatmap allows you to view Volume data at a glance. The heatmap displays the numbers of accounts, with darker boxes indicating higher numbers. The data shown in the heatmap updates when you make selections in the Journey Stage Volume section. For more information about heatmaps, see Understanding Heatmaps.
You can select one of the following Preset options from the drop-down list for easy filtering:
- Owner/Industry
- Owner/Type
- Owner/State
To use other account fields, click Custom and select them from the Rows and Columns drop-down list.
Journey Table
The Journey Table includes the Accounts and Stage Transitions tabs. The data shown in the table updates when you make selections in the Journey Stage Volume section and Journey Heatmap.
The Accounts table shows account information and the Stage Transitions table shows data for each time that an account moved to a different stage.
Tips:
- To add, remove, or reorder the columns in the table, click Edit Columns.
- To export the list in CSV format, click Export.