The Lead 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 lead activities are enabled.

About the Lead Engagement Dashboard

What data is included? Leads

Who should use it? Marketers, First Line Managers (SDR, AE), Reps

When to use it? Weekly to ensure good Lead engagement

Why use it?

• Provides a way to quickly review whether any given rep or team is doing a good job engaging with their Leads, and if they are getting enough meetings and engagement from key Leads.

• Ensures that Reps are building good relationships.

• Visualizes the level of engagement within a set of Leads.

Deployment Considerations & Best Practices

• 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

• If there are SLA’s, consider adding SLA cards for new Leads 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 Lead 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 Leads 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 Lead Engagement Dashboard (Monthly Focused Version )

Row 1: What has lead engagement looked like in the last month?  How's this week shaping up compared to last?     

• Leads Touched Yesterday (headline)

• Leads Touched This Week (headline)

• Leads Touched Last Week (headline)

• Leads Touched Last 30 days (headline)

Row 2: How responsive have Leads been this week? Where are we lacking responses and why?

• Leads Responded Yesterday (headline)

• Leads Responded This Week (headline)

• New Leads Today (headline)

Row 3: Have new Leads led to meetings? Drilldown into the relationship between engagement level and follow-up.

• Initial Meetings Booked by Rep (horizontal bar)

• Followup Meetings Booked by Rep (horizontal bar)       

Row 4: Are we booking enough meetings? How many?

• Number of Meetings Last Week (headline)

• Number of Meetings Completed This Week (headline)

• Number of Meetings Upcoming This Week (headline)

• Number of Meetings Upcoming Next Week (headline)

Row 5: Are reps staying on top of their assigned leads?                                                        

• Number of Leads by Rep by Last Touch Date per Month (horizontal bar)

How did we build this dashboard template for you?

The Lead 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 Lead Insights Board

• Content Type - Lead

• Filters - Owner Name and Campaign Name

Default Filters on Report Drills

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.