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.
For more information about the Journeys dashboard, see:
- Date Range Selectors
- View Mode Selector
- Hidden Stages Selector
- Account List Selectors
- Accounts by Journey Stage Summary
- Pipeline and Revenue
- Total Volume, Conversion, and Velocity
- Accounts by Journey Stage Table
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: Select an option based on the Period Type selected.
Tip: In Compare view mode, you can select two Periods for comparison.
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.
- 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.
- 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.
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 > Journey > Account Journey Builder.
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.
Tip: To configure the default account lists displayed, administrators can go to 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
Tip: Click on a stage under an account list to go to the 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 > 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 toSettings > 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 toSettings > 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 > Volume, Velocity, or Conversion page.
- To configure the Journey Stage for each metric, administrators can go to
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 > Dashboards page.
- Click on a value in the stage column for an account list to go to the
Analytics > Journeys page.
- To export the list in CSV format, click Export.