Quick Links:
- Terminus Engagements Feature Overview
- Terminus Engagements Prerequisites
- Account Insights Feature Overview
- Account Insights Prerequisites
- What questions can Account Insights help answer?
- Reports & Dashboards
- Managed Package Version
Ready to install this package or upgrade to the latest version?
Check out this article for step-by-step instructions, troubleshooting tips, and FAQs.
——————————————————————————————————————————————————————
Terminus Engagements
Feature Overview
The Terminus Insights managed package pushes account engagement data (i.e. Terminus Engagements) from Terminus into Salesforce enabling salespeople to prioritize outreach by accounts that are aware of, most engaged with, and/or actively researching their company’s offerings. Unlike alerts from marketing automation, Terminus Engagements aggregates engagement at the account level from anonymous web traffic allowing salespeople to identify engaged accounts earlier and utilizes algorithmic account engagement scoring to alert sales to when an account is actively researching.
Data Fields, Types & Descriptions
Last Pushback Date
This is date that identifies when we last pushed data into Salesforce for that account. This date will only update when new data becomes available and is updated on the account record in the CRM. If the date is in the past, it indicates that no changes have occurred for any Terminus Metrics on that account since that date.
Field Label |
Data Type |
Description |
API Name |
Last Pushback Date |
Date |
This is the date that pushback data was last updated. |
terminus_mktg__LastPushbackDate__c |
Engagement Spike
Engagement Spike surfaces CRM accounts with spiking engagement on your most valuable web content. Marketers set up engagement models based on High-Value pages and Awareness pages. Spikes then track anonymous web data at an account level and will alert you weekly when an account is spiking.
Terminus Engagement Spike allows you to compare the web activity of the same account week over week, averaging each week’s engagement data over a continual rolling 4-week baseline resulting in a percentage lift as we show for the spike percentage. Engagement Spike reports generate weekly, on Saturdays, for their respective Engagement Models. Therefore, these fields will also update weekly in Salesforce, if there is any Engagement Spike data for that account.
Within the Terminus Engagements view, you will be able to see the following Engagement Spike fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field Label |
Data Type |
Description |
API Name |
Last Spike Date |
Date |
This is the date of the most recent engagement spike period. This will update on Sunday for each account that has a new spike for the previous week. |
terminus_mktg__LastSpike__c |
Spike Percent |
Percent |
This metric represents the engagement spike percentage lift, which is determined by comparing activity over a rolling 4-week period. A higher percentage suggests increased activity compared to the previous 4-week baseline. |
terminus_mktg__SpikePercent__c |
Spike Heat |
Formula |
This is a visual representation of Spike. The three peppers (and no peppers) represent four buckets that accounts can fall into. A very high spike is 3 peppers, a medium to high spike is 2, and a medium-low spike is 1 pepper. In relation to the Spike Percentage field, empty or 0% = 0 pepper, ≤100% = 1 pepper, ≤250% = 2 peppers, >250% = 3 peppers. |
terminus_mktg__SpikeHeat__c |
Spike Status |
Text |
The status of the most recent spike — New vs. Repeat. A new spike indicated this account has either never spiked before or hasn't spiked within this current 4-week rolling period. A repeat spike indicates the account had spiked at least once during the 4-week rolling period and is spiking again. |
terminus_mktg__SpikeStatus__c |
Engaging On |
Long Text Area |
This indicates the Engagement Models on which an account is experiencing spikes. If an account is spiking on pages associated with multiple models, model names will appear as separate values delimited with a semicolon. |
terminus_mktg__EngagingOnModels__c |
Most Visited Awareness Pages |
Long Text Area |
This field indicates which awareness web pages, as defined by the marketer (ex. blog posts), are most frequently visited during the 1-week spiking period set by the Last Spike Date. |
terminus_mktg__MostVisitedAwarenessPages__c |
Most Visited High-Value Pages |
Long Text Area |
This field indicates which high-value web pages, as defined by the marketer (ex. case studies or webinars), are most frequently visited during the 1-week spiking period set by the Last Spike Date. |
terminus_mktg__MostVisitedHighValuePages__c |
Site Engagements
Terminus's Visitor ID web tracking technology turns your anonymous website visitors into named accounts, allowing you to see how your account-based programs are driving meaningful engagement on your website. With the Visitor ID tracking script installed on your website, you will be able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts in your CRM. Visitor ID data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Salesforce, if there is new Visitor ID data available for that account.
Within the Terminus Engagements view, you will be able to see the following Site Engagement fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field |
Data Type |
Description |
API Name |
Last Visit Date |
Date |
This is the date of the last website visit. |
terminus_mktg__LastVisitDate__c |
People on Site (7 Day Snapshot) |
Number |
This metric indicates the number of unique web visitors within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__PeopleOnSite7DaySnapshot__c |
People on Site (30 Day Snapshot) |
Number |
This metric indicates the number of unique web visitors within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__PeopleOnSite30DaySnapshot__c |
People on Site (90 Day Snapshot) |
Number |
This metric indicates the number of unique web visitors within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__PeopleOnSite90DaySnapshot__c |
Web Visits (7 Day Snapshot) |
Number |
This metric indicates the number of total web visits within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__WebVisits7DaySnapshot__c |
Web Visits (30 Day Snapshot) |
Number |
This metric indicates the number of total web visits within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__WebVisits30DaySnapshot__c |
Web Visits (90 Day Snapshot) |
Number |
This metric indicates the number of total web visits within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__WebVisits90DaySnapshot__c |
Last Form Fill Date |
Date |
This is the date of the last form fill. |
terminus_mktg__LastFormFillDate__c |
Form Fills (7 Day Snapshot) |
Number |
This metric indicates the number of form fills on your website within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__FormFills7DaySnapshot__c |
Form Fills (30 Day Snapshot) |
Number |
This metric indicates the number of form fills on your website within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__FormFills30DaySnapshot__c |
Form Fills (90 Day Snapshot) |
Number |
This metric indicates the number of form fills on your website within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__FormFills90DaySnapshot__c |
Last Video Play Date |
Date |
This is the date of the last video play. |
terminus_mktg__LastVideoPlayDate__c |
Video Plays (7 Day Snapshot) |
Number |
This metric indicates the number of video plays within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__VideoPlays7DaySnapshot__c |
Video Plays (30 Day Snapshot) |
Number |
This metric indicates the number of video plays within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__VideoPlays30DaySnapshot__c |
Video Plays (90 Day Snapshot) |
Number |
This metric indicates the number of video plays within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__VideoPlays90DaySnapshot__c |
Last Download Date |
Date |
This is the date of the last download. |
terminus_mktg__LastDownloadDate__c |
Downloads (7 Day Snapshot) |
Number |
This metric indicates the number of content downloads within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__Downloads7DaySnapshot__c |
Downloads (30 Day Snapshot) |
Number |
This metric indicates the number of content downloads within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__Downloads30DaySnapshot__c |
Downloads (90 Day Snapshot) |
Number |
This metric indicates the number of content downloads within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__Downloads90DaySnapshot__c |
Display Advertising Metrics
Terminus' account based advertising allows marketers to engage with best-fit accounts across the entire internet. The metrics described here allow you to understand the exposure your brand has had from Terminus advertising across these different accounts. The more impressions and clicks, the higher likelihood that the account is aware of your brand and interested in your company's offering. Advertising data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Salesforce, if there is new advertising data available for that account.
Within the Terminus Engagements view, you will be able to see the following Advertising fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field Label |
Data Type |
Description |
API Name |
Last Ad Click Date |
Date |
This is the date an ad was last clicked by the account. This is a very strong signal that the account is interested in your company. |
terminus_mktg__LastAdClickDate__c |
Ad Clicks (7 Day Snapshot) |
Number |
This metric indicates the number of clicks that the account generated during a 7-day period from the Last Pushback Timestamp. |
terminus_mktg__AdClicks7DaySnapshot__c |
Ad Clicks (30 Day Snapshot) |
Number |
This metric indicates the number of clicks that the account generated during a 30-day period from the Last Pushback Timestamp. |
terminus_mktg__AdClicks30DaySnapshot__c |
Ad Clicks (90 Day Snapshot) |
Number |
This metric indicates the number of clicks that the account generated during a 90-day period from the Last Pushback Timestamp. |
terminus_mktg__AdClicks90DaySnapshot__c |
Last Ad Impression Date |
Date |
This is the date an ad was last served to the account. In general, the more impressions, the more likely the account is aware of your company. |
terminus_mktg__LastAdImpressionDate__c |
Ad Impressions (7 Day Snapshot) |
Number |
This metric indicates the total number of ad impressions that were served to the account within a 7-day period from the Last Pushback Timestamp. |
terminus_mktg__AdImpressions7DaySnapshot__c |
Ad Impressions (30 Day Snapshot) |
Number |
This metric indicates the total number of ad impressions that were served to the account within a 30-day period from the Last Pushback Timestamp. |
terminus_mktg__AdImpressions30DaySnapshot__c |
Ad Impressions (90 Day Snapshot) |
Number |
This metric indicates the total number of ad impressions that were served to the account within a 90-day period from the Last Pushback Timestamp. |
terminus_mktg__AdImpressions90DaySnapshot__c |
Ad Spend (7 Day Snapshot) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising within the 7-day period from the Last Pushback Timestamp. |
terminus_mktg__AdSpend7DaySnapshot__c |
Ad Spend (30 Day Snapshot) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising within the 30-day period from the Last Pushback Timestamp. |
terminus_mktg__AdSpend30DaySnapshot__c |
Ad Spend (90 Day Snapshot) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising within the 90-day period from the Last Pushback Timestamp. |
terminus_mktg__AdSpend90DaySnapshot__c |
Ad Spend (Week to Date, USD) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising during the current week, from the Monday up until the Last Pushback Timestamp. |
terminus_mktg__AdSpendWtD__c |
Ad Spend (Month to Date, USD) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising during the current month, from the 1st of the month up until the Last Pushback Timestamp. |
terminus_mktg__AdSpendMtD__c |
Ad Spend (Quarter to Date, USD) |
Currency |
This metric provides insight into the total amount of money that was spent on advertising during the current quarter, from the beginning of the quarter up until the Last Pushback Timestamp. Quarters begin January 1, April 1, July 1 and September 1. |
terminus_mktg__AdSpendQtD__c |
Ad Spend (Total, USD) |
Currency |
This metric provides insight into the total amount of money that has been spent on advertising up until the Last Pushback Timestamp. |
terminus_mktg__AdSpendTotal__c |
Intent Surges
Intent data identifies which accounts are researching Intent topics related to your business, products and services.
Within the Terminus Engagements view, you will be able to see the following Intent Surge fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field Label |
Data Type |
Description |
API Name |
Last Intent Surge Topic |
Long Text Area |
This is the most recent surging intent topic with the highest intent surge score. |
terminus_mktg__IntentTopic__c |
Last Intent Surge Date |
Date |
This is the date of the most recent surging intent topic surging with the highest intent surge score. |
terminus_mktg__SurgeDate__c |
Last Intent Surge Score |
Number |
This score represents the intensity of research on a specific topic when compared to its historical baseline, for the most recent/highest surging intent topic. |
terminus_mktg__SurgeScore__c |
Surging Intent Topics |
Long Text Area |
This is a list of all surging intent topics during the 14-day period following the Last Pushback Date, sorted first by the most recent activity, then by the highest intent surge score. |
terminus_mktg__SurgingIntentTopics__c |
Active Intent Keywords |
Long Text Area |
This is a list of all intent keywords with activities during the 14-day period following the Last Pushback Date, sorted by the highest number of activities. |
terminus_mktg__ActiveIntentKeywords__c |
Last Intent Keyword |
Long Text Area |
This is the most recent intent keyword with the most recent activity. |
terminus_mktg__LastIntentKeyword__c |
Last Keyword Activity Date |
Date |
This is the date of the most recent keyword activity. |
terminus_mktg__LastKeywordActivityDate__c |
Engagement Funnel
The Terminus Engagement Funnel provides a comprehensive view of the customer journey, from Intent through Closed Won. Within the Terminus Engagements view, you will be able to see the following Engagement Funnel fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field Label |
Data Type |
Description |
API Name |
Terminus Funnel Stage |
String |
This is the name of the Terminus Engagement Funnel stage the account is currently in. |
terminus_mktg__TerminusFunnelStage__c |
Days in Funnel Stage |
Number |
This is the number of days the account has been in this funnel stage. |
terminus_mktg__DaysInFunnelStage__c |
Entered Funnel Stage |
Date |
This is the date when the account entered this funnel stage. |
terminus_mktg__EnteredFunnelStage__c |
Audience Sources
Terminus supports two types of audience sources — Account Lists and Segments. Account Lists are static, named groups of targeted accounts. Segments are groups of targeted accounts that are dynamically included or excluded based on changes in source data and rule criteria.
In the Terminus platform, both audience sources can be used to coordinate and prioritize your target accounts by analyzing their marketing, sales, and web activity, along with key firmographics. The key difference between them is that one produces a static list of accounts, while the other produces a dynamic list of accounts. Account List and Segment membership data updates daily in the Data Studio interface. Therefore, these fields will also update daily in Hubspot if there are changes in audience membership for that account.
Within the Terminus Engagements view, you will be able to see the active Account Lists the account is currently in -- Segments coming soon! This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.
Field Label |
Data Type |
Description |
API Name |
Terminus Account Lists |
Long Area Text |
Shows the Account List name(s) that the account being viewed actively belongs to in Terminus Data Studio. |
terminus_mktg__TerminusAccountLists2__c |
Terminus Segments |
Long Area Text |
Shows the segment name(s) that the account being viewed actively belongs to in Terminus Data Studio. |
terminus_mktg__Terminus_Segments__c |
Deprecated Fields
As of managed package version 1.14 and beyond, the following fields have been deprecated from the managed package. While the component is still selectable within the package configuration, these fields should not be included in any layouts or reports. Moving forward, any fields that are no longer supported will include '(DEPRECATED)' in the field label to avoid confusion. Data will no longer be pushed to these deprecated fields, and any existing data in them can be safely disregarded.
Field Label |
Data Type |
API Name |
Associated Accounts - As of (DEPRECATED) |
Date |
terminus_mktg__AssociatedAccountsAsOf__c |
Associated Terminus Accounts (DEPRECATED) |
Picklist (Multi-Select) |
terminus_mktg__AssociatedTerminusAccounts__c |
Terminus Account Lists (DEPRECATED) This field has been replaced with a new 'Terminus Account Lists' field which has a different data type. |
Picklist (Multi-Select) |
terminus_mktg__TerminusAccountLists__c |
Terminus Account Lists As Of (DEPRECATED) |
Date/Time |
terminus_mktg__TerminusAccountListsAsOf__c |
Engagement Data As of (DEPRECATED) |
Date |
terminus_mktg__EngagementDataAsOf__c |
Engaging On (DEPRECATED) This field has been replaced with a new 'Engaging On' field which has a different data type. |
Picklist (Multi-Select) |
terminus_mktg__EngagingOn__c |
People on Site (Rolling 30) (DEPRECATED) |
Number |
terminus_mktg__PeopleOnSiteRolling30__c |
Spike Start (DEPRECATED) |
Date |
terminus_mktg__SpikeStart__c |
Surge Date (DEPRECATED) |
Date |
terminus_mktg__SurgeDate__c |
Surge Score (DEPRECATED) |
Number |
terminus_mktg__SurgeScore__c |
Web Visit Date Updated (DEPRECATED) |
Date |
terminus_mktg__WebVisitDateUpdated__c |
Web Visits (Rolling 30) (DEPRECATED) |
Number |
terminus_mktg__WebVisitsRolling30__c |
Prerequisites
In order to use the Terminus Engagements portion of the Terminus Insights managed package, you must have Ad Experiences as a part of your Terminus subscription and an integrated Salesforce CRM Data Studio instance. Additionally, to access Site Engagements, Engagement Spikes, and Audience Sources you should have Account-Based Visitor ID installed, Engagement Spike models created, and Account Lists or Segments set up in Data Studio, along with active display advertising campaigns, in order to fully leverage the feature's value.
Ready to install this package or upgrade to the latest version?
Check out this article for step-by-step instructions, troubleshooting tips, and FAQs.
——————————————————————————————————————————————————————
Account Insights
Feature Overview
Account Insights provides an aggregated view of the most crucial buying signal data, (both known lead/contact data and anonymous account-level insights) for your target accounts, and can be displayed right within Salesforce.
With Terminus Engagements, powered by Visitor ID and account-based advertising, users can easily create sales alerts and scheduled reports that tell reps which accounts they should be prioritizing each week. With Account Insights, reps can take their workflow a step further to understand who, within a specific account, they should reach out to, and how they should be tailoring their outreach based on areas of interest in that account.
Customers can also view this information in Data Studio, within the Account-Specific Page.
Account Insights will provide an aggregated view of all the buying signal data in Salesforce, to enable users with full visibility of their accounts. This data will include: Marketing activities, Sales activities, Anonymous website page views, Anonymous website engagement spikes, and Bombora intent surges.
The four main tabs within the Account Insights package include: Insights, People, Activities, and Journey.
Insights Tab
Tab Summary:
-
Gives details on who the salesperson should be interacting with, shows how wide they have gotten with the account over the past 90 days and who we have spoken with in the past.
-
Highlights the collaboration between marketing and sales on the account.
-
Shows how recently the account has spiked, and which Terminus engagement models the prospects spiked on. Allows you to highlight the collaboration opportunity of building the engagement models with Sales.
-
Shows the intent topics that are being researched by individuals on the account.
Tab Details:
Lead/Contact Activity
Most active person over that last 90 days |
|
New leads/contacts added over the last 90 days |
|
Previous Opportunity’s Contact |
Shows who the primary contact was on the most recent opportunity for that account |
Activity Trends
People Influenced by Marketing over 90 Days |
|
Anonymous web visits over 90 days |
|
Interest on Website
- Last engagement spike date from Visitor ID (weekly)
- Last model(s) spiked from the last engagement spike
- Bar graph shows the frequency of all weekly spikes by model during the 90 day period
- *Note: This section will be greyed out if you have not set up a Terminus Engagement Spike model
Topics Being Researched
-
Last Bombora Intent surge date (weekly)
-
Bar graph shows the frequency of all weekly Bombora intent surges during the 90 day period
-
*Note: This section will be greyed out if you do not have access to your Bombora Intent Surge data in Data Studio
People Tab
Tab Summary:
-
Gives a list outlining each individual lead/contact that has interacted on the account. Highlights when the lead/contact was created, their last activity, if they are included on an opportunity and the quantity of sales and marketing activities in total and broken out by department.
-
Shows the specific interactions between the individual and your company. This data can be used to help shape sales conversations that are in line with what the prospect has been looking at.
Tab Details:
Parent table data
Field | Description |
Person | Lead or contact name |
Title | Lead or contact title |
Date Created | Lead or contact created date |
Last Opportunity | Opportunity created date of the last opportunity that the contact was the primary contact role of |
Last Activity | Most recent marketing or sales activity date in 90 day period |
# Activities | Total marketing or sales activities in 90 day period |
# Marketing (activities) | Total marketing activities in 90 day period |
# Sales (activities) | Total sales activities in 90 day period |
Expansion panel data
Field | Description |
Activity Name | Sales = task subject line; Marketing = campaign name |
Activity Type | Sales = task record; Marketing = campaign member record |
Type | Sales = task type; Marketing = campaign type |
CSV Export: Exports the available data in table, regardless of page
Activities Tab
Tab Summary:
-
At a glance, this is a list view of all known and anonymous activity on an account including the activity name, type, the lead/contact name and the lead/contact title.
-
See where you are making headway and through which channel.
-
View activity according to department and channels and be able to produce reports on that information
Tab Details:
-
Data filters to hide or show data returned
-
Show marketing activities
-
Show sales activities
-
Show anonymous activities
-
Show opportunities
-
Table data
-
Data source by type:
-
CSV export
Journey Tab
Tab Summary:
-
Shows marketing and sales activity plotted over time.
-
Highlights Sales, and Marketing activities independently.
-
Allows you to hover over specific weeks to understand detailed behaviors.
-
Shows anonymous site visits and how those coordinated with various activities.
-
Shows the opportunity stage progression.
Tab Details:
Select opportunity
-
Only shows open opportunities in the previous 90d period
-
Maps a single opportunity’s journey by stage change
Combo chart
-
Hover-over weeks to see details (Total sales activities, Total marketing activities, Total page views)
-
Engagement Spikes (Comma delimited models spiked)
-
Intent Surges (Comma delimited topics surged)
-
Sales activities details
-
Marketing activities details
Marketing and sales activities (primary y-axis, dual bar graph)
-
Total marketing and sales activities by week
Anonymous Site Visits
-
Total Visitor ID page views by week
What questions can Account Insights help answer?
Sales and Customer Success reps often have difficulty translating individual alerts from multiple data sources into clear actions they should take. Account Insights combines all relevant data sources into a single view, so reps can quickly figure out the best next step to take, and do so in a timely manner
Within the Account Insights package, reps can use the data at hand to answer questions like:
Insights
-
Which lead/contact is most engaged with marketing or sales activities? Is this the right point of contact?
-
Are we expanding the buying center?
-
Was there a contact previously involved in an opportunity?
-
How much is marketing influencing this account?
-
Is this account anonymously browsing our digital properties?
-
What are the product lines this account is showing a spike of traffic for?
-
What are the trends of Bombora Intent Topics that are being researched anonymously?
People
-
Who is known in the buying center? Do we have all the right contacts?
-
How much activity do they have in the past 90 days?
-
What was the timeline of those activities?
Activities
-
What is the timeline of recent activities and opportunity stages?
-
What type of activities are having the most impact at this account?
Journey
-
What are the overall trends of sales, marketing, and website activities?
-
How are my activities influenced by open opportunities in the pipeline?
-
Are we engaging the right people in this account at the right time?
-
Is engagement trending up as an opportunity progresses?
Prerequisites
In order to use the Account Insights portion of the Terminus Insights managed package, you must have Data Studio and Terminus Sales Experiences as a part of your subscription. Additionally, to make the most of the functionality, it is recommended to to have Sales Activity configured, Account-Based Visitor ID installed, Engagement Spike models created, have purchased a subscription for and have configured the Bombora integration in Data Studio, in order to fully leverage the feature's value.
Ready to install this package or upgrade to the latest version?
Check out this article for step-by-step instructions, troubleshooting tips, and FAQs.
Reports & Dashboards
The Terminus Insights managed package will automatically create a reports folder called Terminus Reports. To access these reports go to Reports > Folders and search for Terminus Reports. The following reports will be available:
- Terminus Engagement Metrics for either Owned Accounts or All Accounts over the Last 90 days
- Intent Surges for either Owned Accounts or All Accounts over the last 7, 30 or 90 days
- Engagement Spikes for either Owned Accounts or All Accounts over the last 7, 30 or 90 days
- A list of either Owned Accounts or All Accounts without activity in the last 90 Days but are simultaneously Spiking on Engagement and Surging on intent over the last 7, 30, or 90 days
- Snapshot of either Owned or All Accounts in the Terminus Engagement Funnel
These reports will serve as the data source for our out-of-the-box dashboards. To access these dashboards go to Dashboard > Folders and search for "TerminusDashboards"
- Terminus Metrics Dashboard for either Owned Accounts or All Accounts for the last 7, 30 or 90 days
To further leverage the out-of-the-box reports and dashboards, you can customize them to create daily or weekly sales alerts, craft business-specific dashboards, and explore more advanced options. For additional guidance, please refer to the following related articles:
Managed Package Version
-
Package Name: Terminus Marketing
-
Latest Released Version: 1.22 (Engagement Insights November 2024)
Comments
0 comments
Article is closed for comments.