Not sure where to start with alerts on the Buyer Engagement Dashboard? Here's a reference of high-impact alerts and example Dashboard Agent questions to get you started.
Suggested Scheduled Alerts
Use the ellipsis menu (...) on any table or the share icon at the bottom of the dashboard to set up alerts and scheduled deliveries. High-impact alerts to consider:
- Weekly revenue impact summary for leadership (scheduled weekly, entire dashboard)
- New high-intent account engagement (Top Engaged Accounts)
- Drop in Trackable Link sending volume (Trackable Links Sent)
- Low Trackable Link adoption by user (Users Creating Trackable Links)
- Content with zero buyer views (Shared Content)
Suggested Dashboard Agent Questions
Use the ✨ Dashboard Agent to dig deeper into your data. A few questions to get you started:
- "Which accounts have the highest buyer engagement this month?"
- "What content is driving the most influenced pipeline?"
- "What is our total influenced revenue won this quarter?"
- "Which reps have the lowest Trackable Link adoption?"
- "Which content appears in both top pipeline-impacting and top engaged content tables?"