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Once a program is selected, all the metrics in the dashboard will update based on the campaign’s TAL and engagement delivery metrics. The TAL is also what’s used to filter your Salesforce data to focus on only the data associated with relevant accounts.
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The date filter can be used to limit the data being pulled to get a snapshot of opportunity and engagement program delivery data from only a select time frame. The default time range is the same as the selected program’s flight dates.
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When running a cross-channel ABM strategy, identifying the composition of accounts and what they are engaging with will enable as it relates to your pipeline and content enables you to optimize future ABM programs.
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Firmographics: What is top composition (revenue, company size, and industry) of reached accounts that have resulted in new opportunities.
Trending Topics: What topics are being researched the most by the reached accounts that have resulted in opportunities.
Personas: Of the reached accounts that have generated opportunities, who are the top personas engaging with your content (assets, whitepapers, etc..) through your content syndication program*.
Content: Of the reached accounts that have generated opportunities, what content are they engaging with (through view/click through attribution to site engagement or content registration) the most through either their display or content syndication campaigns
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is reaching them the most.
*Note: To ensure the highest privacy compliance, we require opt-in consent to provide persona level analytics, hence this data is not provided for display engagement.
Performance by Stage
This section breaks out the summary metrics by stage. This provides a current snapshot of the volume and value of opportunities from your CRM, based on the accounts reached your Madison Logic ABM program. The stage names are inherited directly from your Salesforce. For each stage, you can now see:
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Here you are able to see the composition of the accounts at each stage along with the account level engagement delivery data from your campaign. To change the stage in view, use the dropdown in the upper right. You can search for specific accounts or opportunities using the search bar.
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Account Name, Account Domain, Opportunity Name, Opp. Size ($), Furthest Stage Name, # of Days in Funnel, # of Days in Stage, Leads, Impressions, Site Visits, LI Impressions, Revenue, Company Size, Industry, Top Topic, Top Persona (if available), Top Content (they’re engaging with).
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