xample Use Case
Inbound leads, last 7 days
Analyze their full journeys and understand how we brought them
SDR Hit list engagements, today
Set up alerts for sales team to enable quick response
List of Closed Won Deals
Pull deal retros for board meetings
Buying Unit Penetration
Understand who we need to convert
Example Configurations
View | Configuration | Filters |
Account List Intent Tracking | Group by Companies | Target Account list (company property), Who have entered site today Target Account list (company property) Who have done [Enter high intent goal] within the last 7 days |
ABM Activity | Group by Companies | Whose target account (company property) is true, who have entered site last 90 days |
Buying Unit Penetration | Group by Users | Whose Company domain (company property) Contains [Enter Company Name] |
New ICP Leads | Group by Companies | Who have done [Enter sign up goal] within the last 3 days |
Rep Account List Activity | Group by Companies | Account list owner property (company properties) is [Enter owner name] All Time |
Gong Mentions | Group by Companies | Who have done [Gong mention tracking goal] in the last 7 days |