Understanding the Journeys Dashboard

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The configurable Journeys dashboard helps you measure how your target account lists are performing across each of your Journey Stages. You can also track key metrics such as Pipeline, Revenue, Volume, Conversion, and Velocity.

To access the dashboard, from the left navigation bar, go to Journeys.png Journeys.

Journeys_dashboard_panel_1.png

Journeys_dashboard_panel2A.png

 

For more information about the Journeys dashboard, see:

Bear in mind that Journeys track the stages of an account, rather than people, leads, or opportunities.

Date Range Selectors

The date range selectors at the top of the page allow you to update the data shown:

  • Period Type: Select an option for time period ranging from Day to Year.
    Period_Type_picker_on_Journeys_Dashboard.png
  • Period: Select an option based on the Period Type selected.
  • Period_picker_on_Journeys_Dashboard.png

Tip: In Compare view mode, you can select two Periods for comparison.
Compare_view_on_Journeys_Dashboard.png

View Mode Selector

The view mode selector at the top of the page allows you to switch between three view modes:

  • Bar Chart: Shows the number and percentage of accounts in each Journey Stage in bar chart format.
    Bar_Chart_View_Mode_Selector.png
  • Funnel: Shows the number and percentage of accounts in each Journey Stage in a funnel view. This view helps you visualize the progression of accounts through the Journey Stages.
    Funnel_view_on_Journeys_Dashboard.png
  • Compare: Shows the number and percentage of accounts in each Journey Stage for two time periods in funnel view. This view allows you to analyze the performance of account lists over time.
    Compare_view_full_on_Journeys_Dashboard.png

Hidden Stages Selector

The Hidden Stages selector allows you to Hide or Show hidden Journey Stages in the dashboard. 

Tip: Hidden Journey Stages have Show in Analytics toggled off in Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder.

Hidden_Stages_dropdown_menu.png

Account List Selectors

The Account List selectors allow you to update the account lists displayed in the Accounts by Journey Stage summary. The account lists you choose remain selected when you navigate to another page and back to the dashboard.

Account_List_Selectors_on_Journeys_Dashbaord.png

Tip: To configure the default account lists displayed, administrators can go to Settings_icon_cogwheel.png Settings > Journey > Journey & Attribution Settings, select the Dashboard lists tab, and Add/Edit Account Lists.

Accounts by Journey Stage Summary

The Accounts by Journey Stage summary shows the following information for each account list:

  • Journey Stages by the configured Stage Order
  • Total accounts in account list
  • Number and percentage of accounts in each stage

Accts_by_Journey_Stage_Summary.png

Tip: Click on a stage under an account list to go to the Analytics_May_2022.png Analytics > Journeys page.

Pipeline and Revenue

The Pipeline and Revenue section shows KPIs for these metrics related to opportunities for each account list.

  • Pipeline: Sum of the Opportunity Amount Field for opportunities created in the selected date range.
  • Revenue: Sum of the Opportunity Amount Field for opportunities that were closed won in the selected date range.

Tips:

  • Click on a metric under an account list to go to the Analytics_May_2022.png Analytics > Opportunities page.
  • You can use a custom Opportunity Amount Field to track the dollar value of opportunities in Salesforce.
    To configure a custom Opportunity Amount Field, administrators can go to Settings_icon_cogwheel.png Settings > Demandbase-Wide Settings > Company Settings and select the custom field to use in the Opportunity Configurations section.
  • You can add additional filters to the list of opportunities used to calculate Pipeline and Revenue. For example, you may want to include only new business opportunities, exclude renewals, or add another custom filter to an opportunity or a related account.
    To add these filters, administrators can go to Settings_icon_cogwheel.png Settings > Journey > Journey & Attribution Settings, select the Opportunity filter tab, and add filters using Selectors.

Total Volume, Conversion, and Velocity

The Total Volume, Conversion, and Velocity section shows KPIs for these Journey Stage metrics for each account list. 

  • Total Volume: Number of times accounts transitioned into the configured stage during the selected date range. The number includes repeated transitions into the stage for the same account.
  • Conversion: Percentage of account transitions into the configured stage that were followed by transitions to a forward stage during the selected date range. The number includes forward, backward and skipped forward transitions into the stage.
  • Velocity: Average number of days accounts spent in the configured stage before moving to a forward stage during the selected date range.

Tips: 

  • Click on a metric under an account list to go to the corresponding Analytics_May_2022.png Analytics > Volume, Velocity, or Conversion page.
  • To configure the Journey Stage for each metric, administrators can go to Settings_icon_cogwheel.png Settings > Journey > Journey & Attribution Settings, select the KPI tab, and select the stages in the Journey metrics section.

Accounts by Journey Stage Table

The Accounts by Journey Stage table shows the following information for each account list:

  • Total accounts in account list
  • Number of accounts in each stage

Tips:

  • Click on an account list to go to the Analytics_May_2022.png Analytics > Dashboards page.
  • Click on a value in the stage column for an account list to go to the Analytics_May_2022.png Analytics > Journeys page.
  • To export the list in CSV format, click Export.

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