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The date filter can be used to limit the data being pulled to get a snapshot of opportunity and program delivery data from only a select time frame. The default date range is the flight dates of the selected program if the program is still in progress. If the program has ended, the default date range is your program’s start date to two months after your program’s end date. This enables you to see the long-term impact of your marketing strategy on pipeline.
Opportunity Filters
By selecting filters from the upper right you can add filters based on fields from your Salesforce to limit the opportunities that appear in the dashboard based on your campaign's goals. From the filter bar, you can select “enable filters” to take you into the settings where the filter types can be selected.
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In settings, fields can be selected across the Account, Opportunity, and Opportunity Line Item objects to be used as filters.
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Note: After filters have been saved it takes 24 hours for them to be usable in the Journey Acceleration tab. Also, a maximum of 6 filters can be selected at one time.
Once the sync is complete, filters will appear in the filter bar and they can be used to limit the opportunities for a specific program. Filter settings are saved to each program so the next time a program is pulled up, the relevant filters are already applied.
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Common use cases for filters include:
Marketing Sourced Filtering: Enables you to only see opportunities that are sourced by marketing (or sales) to show the impact marketing has on pipeline.
Region Filtering: Enables you to see the opportunities from a specific region. Useful when an international Salesforce account is integrated, but the program has region-specific goals.
Product Filtering: Enables you to see only opportunities related to a specific product. Useful when the program is promoting a specific product within a product line.
Performance Summary
The performance summary section provides a summary of relevant metrics and over-time views of those metrics. Both help in validating how your program’s reach (through ML multi-channel campaigns) is influencing accounts and opportunities (via data from your Salesforce) across your target account list.
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