The Influence Dashboard is a report that shows how Influ2 fuels your sales and marketing results. It also gives you insights around contact-level engagement for the contacts and buying groups you're trying to reach.
The Influence Dashboard is divided into two main sections:
- Pipeline influenced: Shows how many contacts, buying groups, and opportunities have been generated and progressed with the help of Influ2 over the entire period of its usage.
- Latest engagements & conversions: Shows which contacts and buying groups have engaged with your brand, how they've progressed through pipeline stages, and the possible effect on your revenue.
View a self-guided demo of the Influence Dashboard
How does Influ2 determine if an opportunity has been influenced?
Influ2's influence model evaluates marketing's impact by tracking ad interactions within a specific timeframe and associating them directly with sales outcomes. An account is considered influenced if at least one member of the buying group either:
- Has viewed an ad at least 15 times within 15 days of a positive sales outcome, or
- Clicks on an ad at least 1 time
How to use the Pipeline influenced section
The Pipeline influenced section of the Influence Dashboard shows how contacts and buying groups were generated and progressed through your pipeline with the help of Influ2.
Opportunities won
Shows the total amount ($) and number of opportunities you have helped win with the influence of Influ2.
Want to know more? Click on the number to open a drill-down, which will display:
- Won date
- Opportunity Name
- Buying Group
- Pipeline Name
- Amount ($) generated
- Owner Name: The person at your organization who owns the contact, according to your CRM
- Influence Date
- Influence Type (Impressions or Clicks)
- First Name and Last Name of the buying group member
- Total Impressions and Total Clicks for the contact
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data
Pipeline generated | Contacts
Shows the total number of contacts (targets) that had at least 15 impressions or 1 click before an opportunity was created for their account.
Want to know who these people are or how many of them were influenced within a specific timeframe? Click on the number to open a drill-down, which will display:
-
Influence Date
- First Name and Last Name
- Buying Group that the contact belongs to
- Title of the contact
- Influence Type (Impressions or Clicks)
- Owner Name: The person at your organization who owns the contact, according to your CRM
- Total Impressions and Total Clicks for the contact (all time)
- Impressions Before Opportunity and Clicks Before Opportunity for the contact before the opportunity was created
- Opportunity is Influenced (yes or no): Whether or not the opportunity was influenced by Influ2, based on whether the contact had at least 15 impressions or 1 click before the opportunity was created
- Additional influenced opportunity details, including Open Date, Name, Initial Stage, Pipeline Name, and Opportunity Amount ($)
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
Pipeline generated | Buying groups
Shows the total number of buying groups that had at least 15 impressions or 1 click before an opportunity was created for their account.
Want to know more about these buying groups, including how they were influenced within a specific timeframe? Click on the number to open a drill-down, which will display:
- Influence Date
- Buying Group that was influenced
- Influence Type (Impressions or Clicks)
- First Name, Last Name, and Title of the contact from the buying group that was influenced
- Owner Name: The person at your organization who owns the buying group, according to your CRM
- Total Impressions and Total Clicks for the buying group (all time)
- Impression Before Opportunity and Clicks Before Opportunity for the buying group before the opportunity was created
- Opportunity is Influenced (yes or no): Whether or not the opportunity was influenced by Influ2, based on whether the contact had at least 15 impressions or 1 click before the opportunity was created
- Additional influenced opportunity details, including Open Date, Name, Initial Stage, Pipeline Name, and Opportunity Amount ($)
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data
Pipeline progressed | Contacts
Shows the total number of contacts (targets) that had at least 15 impressions or 1 click after an opportunity had been created for their account.
Want to know who these people are or how many of them were progressed within a specific timeframe? Click on the number to open the drill-down, which will display:
- Influence Date
- First Name and Last Name
- Buying Group that the contact belongs to
- Influence Type (Impressions or Clicks)
- Title of the contact
- Owner Name: The person at your organization who owns the contact, according to your CRM
- Total Impressions and Total Clicks for the contact (all time)
- Impressions on Stage and Clicks on Stage for the contact while the opportunity was open
- Is Influenced on Progression (yes or no): Whether or not the opportunity was influenced by Influ2, based on whether the contact clicked at least once or had at least 15 impression before the opportunity was created.
- Additional influenced opportunity details, including Opportunity Progression Date, Opportunity Name, Pipeline Name, Current Opportunity Stage, and Opportunity Amount ($)
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
Pipeline progressed | Buying groups
Shows the total number of Buying Groups that had at least 15 impressions or 1 click after an opportunity had been created for their account.
Want to know more about these Buying Groups or see how many of them were influenced within a specific timeframe? Click on the number to open the drill-down.
- Influence Date
- Buying Group that was influenced
- Is influenced on Progression (yes or no): Whether or not the buying group influenced the opportunity by having at least 15 impressions or 1 click while the account was in the open opportunity stage
- Influence Type (Impressions or Clicks)
- First Name, Last Name, and Title of the contact from the buying group that was influenced
- Owner Name: The person at your organization who owns the buying group, according to your CRM
- Total Impressions and Total Clicks for the buying group (all time)
- Impressions On Stage and Clicks On Stage for the buying group while the opportunity was open
- Progression Date
- Additional influenced opportunity details, including Progression Date, Opportunity Name, Pipeline Name, Current Opportunity Stage, and Opportunity Amount ($)
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
Opportunities generated
Shows the total dollar amount ($) and number of opportunities you have generated using Influ2. It also shows what share of your total opportunities were influenced with Influ2.
Want to know more about these generated opportunities? Click on the number to open the drill-down.
- Details about influenced opportunities generated, including Open Date (the date when the Opportunity appeared in your pipeline), Opportunity Name, Pipeline Name, and Opportunity Amount ($)
- Influence Date: The date when the buying group reached at last 15 impressions or 1 click and was considered influenced by Influ2
- Buying Group that was influenced
- Initial Stage: The first stage the opportunity moved to after it was created
- Influence Type (Impressions or Clicks)
- First Name, Last Name, and Title of the contact from the buying group that was influenced
- Total Impressions and Total Clicks for the buying group (all time)
- Impression Before Opportunity and Clicks Before Opportunity for the buying group before the opportunity was created
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
Opportunities progressed
Shows the total dollar amount ($) and number of opportunities you have progressed using Influ2. It also shows what share of your total opportunities were progressed with Influ2.
Want to know more about these progressed opportunities? Click on the number to open the drill-down.
- Details about influenced opportunities progressed, including Progressed Date (the date when the Opportunity appeared in your pipeline), Opportunity Name, Buying Group, and Opportunity Amount ($)
- Buying Group that was progressed
- Influence Stage: The stage where the buying group reached at least 15 impressions or 1 click
- Current Stage: The stage where the opportunity moved after the influence
- Influence Type (Impressions or Clicks)
- Influence Date: The date when the buying group was influenced at that stage
- First Name, Last Name, and Account Owner Name of the contact from the buying group that was influenced
- Total Impressions and Total Clicks (all time)
- Impressions and Clicks while the opportunity was active in the stage
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
Meetings booked
Shows the total number of meetings your team has booked with Influ2 influence.
Want to know more about these meetings booked or see how many of them were influenced within a specific timeframe? Click on the number to open the drill-down.
- Influence Date
- Meeting Date
- Meeting Subject, taken from your CRM
- Buying Group that booked the meeting
- Influence Type (Impressions or Clicks)
- First Name, Last Name, and Title of the contact from the buying group that booked the meeting
- Owner Name: The person at your organization who owns the buying group, according to your CRM
- Total Impressions and Total Clicks for the contact (all time)
- Impressions Before Meeting: Number of impressions the contact had before booking the meeting
- Clicks Before Meeting: Number of clicks the contact had before booking the meeting
Note: If more than one contact influenced the buying group, click the chevron > to expand and view all influenced targets
Note: On the top-right corner of the drill-down page, you can filter and/or download the data.
How to use the Latest engagements & conversions section
The Latest engagements & conversions section of the Influence Dashboard shows how you're actively driving your pipeline by engaging buying groups and the contacts within them.
These blocks update daily, with the most recent engagements at the top, so you can track how you're working toward your ultimate goal: Maximum influence on pipeline and revenue.
Here are the different kinds of blocks you might see:
Contacts who recently engaged, but are not yet associated with an open opportunity
Understand how you are currently engaging buying groups through Influ2 person-based ads.
To dive deeper into the contact's Target Report, click on their name.
Buying groups that are part of an influenced opportunity
These yellow-colored sections show organized information about buying groups that have an open opportunity and were influenced with help from Influ2. It includes the names of the targets within that buying group who recently engaged with your person-based ads, the events that occurred, and the opportunity amount ($).
To dive deeper into the contact's Target Report, click on their name.
To dive deeper into the Buying Group Report, click on the company name.
Buying groups that are part of a progressed opportunity
These teal-colored sections show organized information about buying groups that have an open opportunity and were progressed with help from Influ2. It includes the names of the targets within that buying group who recently engaged with your person-based ads, the events that occurred, and the opportunity amount ($).
To dive deeper into the contact's Target Report, click on their name.
To dive deeper into the Buying Group Report, click on the company name.
Buying groups that are part of a won opportunity
These purple-colored sections show organized information about buying groups that have an open opportunity and were won with help from Influ2. It includes the names of the targets within that buying group who recently engaged with your person-based ads, the events that occurred, and the opportunity won amount ($).
To dive deeper into the contact's Target Report, click on their name.
To dive deeper into the Buying Group Report, click on the company name.