The Volume page in Analytics shows the number of accounts that entered each Journey Stage during the selected date range. Volume includes accounts entering a stage for the first time after being synced from your CRM or imported from a CSV file.
Volume counts only forward stage transitions, with each account counted once per stage. Repeated entries and backward transitions are excluded. For example, if an account moves backward from Opportunity to Engaged, it isn't counted in the Volume for Engaged.
Access the Journey Volume Page
-
From the left navigation bar, go to
Analytics> Volume.
- Select an account list.
- Use the date range selector and quick filters to refine the data shown.
Tip: You can also access the Volume page by clicking a stage under Total Volume on the Journeys page.
View Journey Stage Volume
The Journey Stage Volume chart shows the number of accounts that entered each Journey Stage during the selected date range. The chart includes only forward transitions and excludes accounts that skipped a stage.
You can take the following actions:
- View stage details: Click a Journey Stage in the chart to view its accounts and transitions in the Journey Table.
- Change the time interval: Select days, weeks, or months to adjust how Volume data is displayed.
- Group accounts: Select an account field from the drop-down list to group accounts by that field.
Analyze Volume with the Journey Heatmap
The Journey Heatmap shows Volume data grouped by account fields. Darker cells indicate higher account counts. See Understanding Heatmaps.
The heatmap updates based on your selections in the Journey Stage Volume chart.
To customize the heatmap, select one of the following options:
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Preset: Select a predefined combination of account fields:
- Owner/Industry
- Owner/Type
- Owner/State
- Custom: Select account fields from the Rows and Columns drop-down lists.
View Account Details in the Journey Table
The Journey Table shows account details and stage transitions based on your selections in the Journey Stage Volume chart and Journey Heatmap.
The table includes the following tabs:
- Accounts: Shows details about the accounts included in the selected Volume data.
- Stage Transitions: Shows details about each time an account moved to a different Journey Stage.
You can take the following actions:
- Customize columns: Click Edit Columns to add, remove, or reorder columns.
- Export data: Click Export to download the table data as a CSV file.