Account Intel Influence Tracker Dashboard
Last updated
Last updated
Before getting started with the Account Intelligence Influence Tracker dashboard, you need to build the following two goals:
Account Surfaced
Sales Touchpoints
Go to Setting > Data Categorization, find the goal for Pipeline, Closed Won as well as the deal amount field:
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).
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.
Use the Model Cohorts to compare with Goals > Account Surfaced
Name: # Accounts Surfaced
Visualization Type: Select Number
Date Range: Choose a relevant period (e.g., This Quarter).
Definition: Choose Account Surfaced goal > Companies
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:
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:
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.
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 %
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:
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
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 %
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)
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:
