The Conversion page in the Analytics section displays data on how accounts progress through your defined Journey Stages. It shows the number of accounts that moved to a forward stage within the selected date range.
To access the page, from the left navigation bar, go to Analytics > Conversion. 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 Conversion metric on the Journeys page.
Journey Stage Conversion
The Journey Stage Conversion section shows the following for each stage:
- Conversion Rate: Converted Forward/Total Accounts. The percentage of accounts that entered the stage and moved to a forward stage divided by the total number of accounts that entered the stage (includes those that moved forward, backward, or skipped the stage) during the selected date range.
- Converted Forward: The number of accounts that either entered the stage and later moved to a forward stage, or skipped the stage and moved directly to a forward stage during the selected date range.
- Total Accounts: The total number of accounts that entered a stage (includes those that moved forward, backward, or skipped the stage) during the selected date range.
Journey Heatmap
The Journey Heatmap allows you to view Conversion data at a glance. The heatmap displays percentages of account transitions from a selected stage to a forward stage. Darker boxes represent higher percentages. The heatmap data updates when you make selections in the Journey Stage Conversion 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 Conversion 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.