Example Use Case
- Inbound leads, last 7 days
- Analyze their full journeys and understand how we brought them
- SDR Hit list engagements, today
- Set up alerts for sales team to enable quick response
- List of Closed Won Deals
- Pull deal retros for board meetings
- Buying Unit Penetration
- Understand who we need to convert
Example Configurations
View | Configuration | Filters |
Account List Intent Tracking | Group by Companies | Target Account list (company property), Who have entered site today
Target Account list (company property) Who have done [Enter high intent goal] within the last 7 days |
ABM Activity | Group by Companies | Whose target account (company property) is true, who have entered site last 90 days |
Buying Unit Penetration | Group by Users | Whose Company domain (company property) Contains [Enter Company Name] |
New ICP Leads | Group by Companies | Who have done [Enter sign up goal] within the last 3 days |
Rep Account List Activity | Group by Companies | Account list owner property (company properties) is [Enter owner name] All Time |
Gong Mentions | Group by Companies | Who have done [Gong mention tracking goal] in the last 7 days |