With the introduction of PathFactory for Revenue Intelligence comes new data! This means new labels and meanings that you may not yet be familiar with. To ensure that you have a full understanding of the insights captured across your PFRI dashboards, read through our list of definitions below.
% Change/Period
Rate of change in engagement times between the current period selected and previous period.
# of Buyers Sent
Total number of account contacts that were sent a PathFactory Content Play email.
# of Content
Total number of unique content views during the date range criteria you have specified.
# of Days Engaged
Total number of days that buyers engaged during the date range criteria you have specified.
# of Engaged Buyers
Total number of buyers that have engaged during the date range criteria you have specified.
# of Response
Total number of content views during the date range criteria you have specified. This is not unique and will include multiple views to a single content asset.
Buyer Name
Buyer Name displays a person’s first and last name from their CRM contact record. If the buyer is not a contact in your CRM database, PathFactory will instead display the buyer’s email or visitor identity in a separate column.
Buyer Status
This status can be one of multiple values:
- Contacts in CRM – previously labeled Present in the CRM.
- This status type only includes buyers that are contact records in Salesforce.
- This status type only includes buyers that are contact records in Salesforce.
- Not a Contact in CRM – previously labeled Not Present in CRM.
- This status type includes buyers that are known to PathFactory. They may be lead records in Salesforce or they may not yet be in Salesforce but are still in the PathFactory database.
- This status type includes buyers that are known to PathFactory. They may be lead records in Salesforce or they may not yet be in Salesforce but are still in the PathFactory database.
- Unknown
- This status type includes buyers that are in the PathFactory database but are not yet known (no email address associated) so they are identified by a visitor ID. PathFactory is able to associate them to an Account based on company name information that 6sense provides, but they are not yet present in Salesforce either.
Content Plays
Allows users with a Revenue Team role type to do the following within PathFactory or Salesforce:
- Identify contacts they want to send a PathFactory Experience to
- Select and customize elements of an Experience (based on what Marketing has approved)
- Draft an email containing links to the Experience and send
- Generate a content sharing link with predefined tracking criteria if choosing to email it from another platform.
To learn more read How to Activate & Review Content Plays.
Created By
PathFactory user that created the Content Play.
Created On
Date that a Content Play link was generated to share in another platform.
Employees
Number of employees at an account (pulled from CRM database).
Industry
Industry that the account belongs to (pulled from CRM database).
Job Title
Job title of buyers that are present in the CRM database and not applied to those buyers that are not yet in the CRM (pulled from CRM database).
New Accounts
Accounts that have been created in the CRM within the date range that you have specified.
New Buyers
Any visitor who has engaged with your content for the first time within the date range that you have specified.
New Topics
Topics that have been engaged with by an account for the first time within the date range that you have specified.
Opportunity Value
Total dollar amount of the opportunity that is defined within the CRM.
Opportunity Stage
The stage of the opportunity that is defined within the CRM.
Owner
This can refer to both the account owner or opportunity owner that is defined within the CRM.
Parent Accounts
Refers to the account hierarchy structure that is defined within the CRM.
Sent On
Date that a Content Play email was sent out.
Topics of Interest
Categories that represent major areas of interest for the account around which PathFactory AI has grouped your content.
Note: if you are a Campaign Tools customer but not a Website Tools customer, these topics will be powered by your manually defined topic tags in the Content Library.
Topic Key Phrases
A collection of keywords that logically cluster together under a common topic based on their meaning and relatedness.
Note: if you are a Campaign Tools customer but not a Website Tools customer, topic key phrases will not display in your instance of PathFactory.
Topic Penetration
Total number of buyers within the account that have engaged with content associated with this topic within the date range you have specified.
Topic Rank
Based on the number of content pieces about this topic in your library.
Note: if you are a Campaign Tools customer but not a Website Tools customer, topic ranks will not display in your instance of PathFactory.
Topic Score
The level of relevance that piece of content has to the topic.
This is calculated based on Latent Dirichlet Allocation (LDA), which is a generative statistical model that explains a set of observations through unobserved groups, and each group explains why some parts of the data are similar.
Note: if you are a Campaign Tools customer but not a Website Tools customer, topic scores will not display in your instance of PathFactory.
Trending Topics
The most highly engaged with and popular topics. This could be across a single account or opportunity as well as across all of your accounts or opportunities.
Note: if you are a Campaign Tools customer but not a Website Tools customer, these topics will be powered by your manually defined topic tags in the Content Library.