Value360 Insights Dashboard

The Value360 Insights dashboard in Intelligence provides insights into how your team is using the Mediafly Value tool. This dashboard enables you to monitor tool adoption, measure engagement, and gain actionable insights to refine your Value selling strategy. Below, you’ll find a detailed guide to understanding the out-of-the-box Value360 Insights Dashboard, interpreting the data, and using it to drive strategic actions.

We recommend having the dashboard open in your environment as you read through this article.

Notes:

The Value360 Insights dashboard applies to Value tools, including Toolbuilder and Custom Tools.
If your team utilizes marketing tools, confirm with your Customer Success Manager whether this dashboard is relevant for you. Additional guides may be necessary for usage details specific to marketing tools.
If your Value environment has a CRM integration (eg., Salesforce) additional reporting is available; for example, "Win Rate by Value Tool Usage". Contact your CSM for additional CRM reporting guidance.

Dashboard Breakdown: What’s included and why?

Section 1: Analysis Activity Overview

What am I looking at? This section highlights the core activities within your Value tool, focusing on analyses created over time and by rep.

Included Reports:

Analysis by Created by Date
- Tracks the number of analyses created within a selected date range (by default, this is in the last fiscal period).
- Provides a timeline to identify trends, such as increased usage during specific periods, average payback period, average ROI, and average cost of doing nothing per month.
Analysis Created Over Time
- Displays number of analyses created weekly over this fiscal quarter to help identify trends
Analysis Created by Rep
- Displays which team members are actively creating analyses.
- Helps identify top performers and those who might need additional training or support.
Analysis Created by Template Name
- If you have multiple templates, identify which one is used most frequently by your team, providing valuable insights into template effectiveness and team preferences. (If you do not utilize multiple templates, you can remove this card from the dashboard.)

Section 2: Industry Trends

What am I looking at? This section focuses on engagement and financial outcomes being modeled for your clients, segmented by industry.

Included Reports:

Analyses Created by Industry
- Displays which industries are actively utilizing the tool.
- Identify trends across industries.
Average Customer ROI by Industry
- Displays the average ROI calculated for each industry.
- Helps validate assumptions and ensure consistent messaging.

Leveraging Insights to Drive Actions

Key Actions Based on Dashboard Insights

1. Evaluating Tool Adoption

Use This Data To:
- Monitor how frequently your team is creating analyses.
- Identify high-performing users and those needing additional training.
Recommended Actions:
- Share best practices from top-performing users during team meetings.
- Schedule follow-up sessions with less active users to understand barriers and provide guidance and additional training.

2. Optimizing ROI Assumptions

Use This Data To:
- Ensure consistent and accurate ROI modeling.
- Identify outliers that may skew results.
Recommended Actions:
- Review ROI trends regularly to validate data accuracy.
- Provide templates or guidelines to standardize inputs across the team.

Next Steps for Maximizing the Dashboard’s Effectiveness

Customize Filters and Reports:
- Tailor the dashboard to focus on specific teams, industries, or time frames.
Schedule Regular Reviews:
- Conduct monthly or quarterly reviews of dashboard data to identify trends and adjust strategies.
Engage Your Customer Success Manager:
- Work with your CSM to build further tailored reports and maximize the Value tool’s impact.

By leveraging the insights provided by the Value360 Insights Dashboard, you can drive greater adoption, refine your ROI strategies, and achieve better outcomes for your team and clients.