# 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`.
sequence of actions
#### **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*
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