The Contact Engagement Dashboard has been created and configured for you right out of the box, so your Marketers, First Line Managers, and Reps have a built-in dashboard based on best practices, utilizing your data.
🚨 IMPORTANT 🚨
Before using this dashboard, please verify that contact activities are enabled.
About the Contact Engagement Dashboard
What data is included? Contacts
Who should use it? Marketers, First Line Managers (SDR, AE), Reps
When to use it? Weekly to ensure good Contact engagement
Why use it?
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Provides a way to quickly review whether any given rep or team is doing a good job engaging with their contacts and if they are getting enough meetings and engagement from key contacts.
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Ensures that Reps are building good relationships.
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Visualizes the level of engagement within a set of contacts.
Deployment Considerations & Best Practices
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Know if the customer uses a sales engagement or marketing automation system, what data does that system create? (I.e. “Outreach Sequence Status, or “Marketo Last Interesting Moment”... these can be excellent filters for engagement
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If there are SLA’s, consider adding SLA cards for new contacts or time to first touch
Usage by Persona
For First Line Managers and Reps
When: Daily/Weekly
How: During a 1:1. Manager to filter this Dashboard for the specific Rep using the Hierarchy selector
What would you do: Review contact engagement and meetings, if there are significant declines week over week, talk to the rep about strategies to keep on top of their territory.
For Marketers
When: Daily
How: Filter to a top campaign or territory/manager
What would you do: Stay on top of whether sales teams are engaging with contacts being produced by your top campaigns, or business segments. If there are declines or increases week over week, follow up with sales management.
Pre-req Training
Copying and Editing Cards
You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!
The Contact Engagement Dashboard
Monthly Focused Version
Row 1: What has contact engagement looked like in the last month? How is it shaping up compared to last?
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Contacts Touched Yesterday (headline)
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Contacts Touched This Week (headline)
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Contacts Touched Last Week (headline)
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Contacts Touched Last 30 days (headline)
Row 2: How responsive have contacts been this week? Where are we lacking responses and why?
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Contacts Responded Yesterday (headline)
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Contacts Responded This Week (headline)
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New Contacts Today (headline)
Row 3: Has engagement lead to meetings? Drilldown into the relationship between engagement level and follow-up.
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Initial Meetings Booked by Rep (horizontal bar)
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Followup Meetings Booked by Rep (horizontal bar)
Row 4: Are we booking enough meetings? How many?
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Number of Meetings Last Week (headline)
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Number of Meetings Completed This Week (headline)
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Number of Meetings Upcoming This Week (headline)
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Number of Meetings Upcoming Next Week (headline)
Row 5: Are reps staying on top of their assigned contacts?
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Number of Contacts by Rep by Last Touch Date per Month (horizontal bar)
How did we build this dashboard template for you?
The Contact Engagement Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.
Dashboard Configuration
Base Template: Generic Contact Insight
Content Type: Contact
Filters: Account Type, Contact Owner Name, Account Owner Name, Campaign Names
Filters on Report Drills
Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!
If you run into any issues, please contact support.
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