ML Scorecard

The ML Scorecard is a single view that provides client-level insights into overall utilization and performance with Madison Logic.

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How it works

Accessing the Scorecard

If the Scorecard is not already the default homepage when logging in, you can access it from the left-hand navigation on ML Platform.

Note that as of June 2024, this feature is in EARLY ACCESS mode, and is hidden by default for most clients while the Product team gathers client feedback.







Utilization

The Scorecard shows which parts of the ML Platform are being used by a client, and how recently they are utilized.

 

ML Insights - shows how a client is leveraging ML Insights products

  • MLI Targeting - if the client is using ML Insights to generate an Audience

  • MLI Prioritization - if the client is using ML Insights to prioritize an Audience

 

Full Funnel Activation - shows which channels a client is leveraging

  • Lead Generation (Content Syndication)

  • Display

  • CTV

  • LinkedIn

 

Pipeline - shows if a client is connected to a CRM and/or MAP

  • Targeting - if the client is sharing CRM/MAP data objects for use in audience creation or management

  • Pipeline Sync - if the client is sharing pipeline data with ML, either through Salesforce sync or manual upload

  • ABM Signals - if the client is receiving ABM Signals data to their CRM or MAP



The cards link to other parts of ML Platform

  • ML Insights - Program List

  • Full Funnel Activation - Program List

  • Pipeline - Pipeline page



The colors indicate how recently each feature has been used.

  • Dark blue - actively in use

  • Light blue - used in last 90 days

  • Grey - not used in last 90 days



 

Insights

The Insights cards answer questions regarding "what has changed" in the last 90 days, or highlight opportunities for expanding utilization of ML Platform and its capabilities. When you launch new channels, set up integrations, or leverage ML Insights, we will highlight that (and when you stop using channels, integrations, and MLI, we will highlight that).

We will show up to 4 insights at a time on the screen.



Performance

The Performance cards show the total unique number of Targeted, Reached, and Engaged Accounts across all of your programs.



Users can toggle between yearly and quarterly metrics. When selecting quarterly, the comparison range is the same dates in the previous year. This allows to control for clients who front- or back-load annual budgets.

 

 

There are also tooltips to help users understand the meaning of the metrics on the page.





Pipeline





For clients who have shared pipeline information, the Scorecard shows the number of Opportunities Created, Average Time to Close, and Average Deal Size. The logic matches what is shown on the Pipeline page, but is aggregated across all Programs.