Understanding the Journey Volume Dashboard

  • Updated

The Volume page in the Analytics section allows you to get more in-depth information about the Volume metric for each of your defined Journey Stages. The Volume for a Journey Stage represents the number of accounts that entered that stage in the selected time period.

The Volume metric for a Journey Stage includes the first time accounts are placed in that stage after being synced from your CRM or imported from a CSV file.

To access the Volume page, from the left navigation bar, go to Analytics_May_2022.png 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

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The Journey Stage Volume section shows the number of accounts that entered that stage in the selected time period. This includes forward stage transitions only, and will not count accounts that skipped that 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 Day, Week, or Month. You can also select another account field from the drop-down list to see accounts grouped by that field.

Journey Heatmap

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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.

To change the Row and Column account fields, select one of the following preset options from the drop-down list.

  • Owner/Industry
  • Owner/Type
  • Owner/State

To use other account fields, click Custom and select them from the Rows and Columns drop-down list.

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Tip: For a deeper dive into the insights you can gain from heatmaps, see Understanding Heatmaps.

Journey Table

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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 tab table includes the following columns by default:

  • Account Name
  • Industry
  • Employees
  • Billing State/Province
  • Number or Persons
  • Engaged People
  • Days in Journey Stage

The Stage Transitions tab table displays data for each time that an account moved to a different stage. The table includes the following columns by default:

  • Account Name
  • Stage Name
  • Entered Stage At
  • Previous Stage Name
  • Days in Previous Stage

Tips:

  • To add, remove, or reorder the columns in the table, click Edit Columns.
  • To export the list in CSV format, click Export.

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