Understanding the Journey Conversion Dashboard

  • Updated

The Conversion page in the Analytics section provides additional information about Conversion data for each of your defined Journey Stages. The Conversion for a Journey Stage represents the percentage of accounts that entered that stage in the selected time period, and moved to a forward stage. This includes both forward and backward transitions, and will include accounts that skipped that stage.

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

Journey_Stage_Conversion_top_graph.png

The Journey Stage Conversion section shows the following for each stage:

  • Conversion Rate: The percentage of accounts that entered that stage in the selected time period, and moved to a forward stage.
  • Converted Forward: The number of accounts that entered that stage in the selected time period, and moved to a forward stage.
  • Total Accounts: The number of accounts that entered that stage in the selected time period.

Journey Heatmap

Journey_Heatmap_revision_Aug_2022.png

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.

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.

Custom_setting_on_Conversion_dashboard_Aug_2022.png

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

Journey Table

Journey_Table_ACCOUNTS_TAB.png

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 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.

Was this article helpful?

0 out of 1 found this helpful