Account Intel Influence Tracker Dashboard

Pre - build

Before getting started with the Account Intelligence Influence Tracker dashboard, you need to build the following two goals:

• Account Surfaced

• Sales Touchpoints

Building the Dashboard

Pipeline Goal

Go to Setting > Data Categorization, find the goal for Pipeline, Closed Won as well as the deal amount field:

Lift Report - CVR from Sales Touchpoint -> Opp

1. Set Up the Report Details Panel (Left Panel)

• Name: Give your report a clear name — e.g., CVR from Sales Touchpoint → Opp.

• Visualization Type: Select Lift

• User Grouping: Set to Companies — this aggregates results at the account level.

• Date Range: Choose a relevant period (e.g., This Quarter).

2. Define the Lift Analysis (Right Panel)

• Definition: Choose A sequence of actions.

• Select Sales Touchpoint as the first action.

• Select NB/Exp Opp Created as the second action.

• Apply breakdown in the first step; date range and count in the second step

• Over: Select the start event, which should be a Goal named Sales Touchpoint.

3. Add Model Cohorts

• Use the Model Cohorts to compare with Goals > Account Surfaced

Number report - # Accounts Surfaced

• Name: # Accounts Surfaced

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter).

• Definition: Choose Account Surfaced goal > Companies

Number report - # Accounts Surfaced -> Sales Touchpoints

• Name: # Accounts Surfaced -> Sales Touchpoints

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter).

• Definition: Choose A sequence of actions > Companies

  • Define the sequence as below:

Number report - # Accounts Surfaced -> Sales Touch -> Opp

• Name: # Accounts Surfaced -> Sales Touch -> Opp

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Choose A sequence of actions > Companies

  • Define the sequence as below:

Number report - ACV with Account Intelligence influenced

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Choose A sequence of actions

  • Define the upper sequence as below: then choose the deal amount used in the data categorization page

• Define the lower sequence as below then choose Companies.

Number report - Average Close Rate with Account Intelligence

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Choose A sequence of actions > Companies

  • Define the both sequences as:

• Apply this filter on the upper sequence:

• Finally, change the Ratio Format to %

Number report - Average Close Rate without Account Intelligence

• Date Range: Choose a relevant period (e.g., This Quarter).

• Definition: Choose A sequence of actions > Companies

  • Define the both sequences as:

• Apply this filter on the upper sequence:

• Apply this filter on the lower sequence:

Number report - % Surfaced Accounts Touched

• Date Range: Choose a relevant period (e.g., This Quarter).

• Definition: Choose A sequence of actions > Companies

  • Define the sequences as:

• Over: Account Surfaced > Companies

Number report - % pipeline influenced

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Choose A sequence of actions > the Deal Amount field you get from data categorization page

  • Define the sequences as:

• Over Pipeline goal > Deal Amount field

• Finally change the Ratio Format to %

Number report - Avg Touchpoints on Pipeline with Account Intelligence

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Upper A sequence of actions > Times done

  • Define the sequences as:

• Definition: Lower A sequence of actions > Companies

  • Define the sequences as: (be careful where to apply count)

Number report - Avg Touchpoints on Pipeline without Account Intelligence

• Visualization Type: Select Number

• Date Range: Choose a relevant period (e.g., This Quarter)

• Definition: Upper A sequence of actions >Times done

  • Define the sequences as:

• Definition: Lower A sequence of actions > Companies

  • Define the sequences as:

• Apply the filter on both sequences:

Lastly, Click Analyze with Odin AI to generate an AI report for the Account Intelligence Influence dashboard