Understanding the Journey Velocity Dashboard

  • Updated

The Velocity page in the Analytics section provides a dashboard that lets you see the Velocity measured for each of your defined Journey Stages. The Velocity for a Journey Stage represents the average number of days accounts spent in the stage before moving to a forward stage during the selected date range.

To access the Velocity page, from the left navigation bar, go to Analytics.png Analytics > Velocity. 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 Velocity metric in the Journeys page.

For more information about the Velocity page, see:

Journey Stage Velocity

Journey_Stage_Velocity.png

The Journey Stage Velocity section shows the average number of days accounts spent in each stage before moving forward to the next stage during the selected date range.

Tip: Select longer date ranges to see a more representative view of the data. We recommend looking at data over months instead of weeks.

Journey Heatmap

Journey_Stage_Velocity_Heatmap.png

The Journey Heatmap allows you to view Velocity data at a glance. The average number of days accounts spent in a selected stage before moving to a forward stage is shown in the heatmap in boxes. Darker boxes represent more days. The data shown in the heatmap updates when you make selections in the Journey Stage Velocity 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.

Journey_Stage_Heatmap_Custom.png

Journey Table

Journey_Stage_Velocity_Table.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 Velocity 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 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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