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Introduction to Accounts, Opportunities & Buyer Insights Dashboards in PathFactory For Revenue Intelligence

This article provides an overview of how PathFactory for Revenue Intelligence (PFRI) can help you gain insights into your CRM accounts, making informed decisions and unlocking new opportunities. 

  1. To begin, on the main navigation menu select Revenue Intelligence
  2. You’ll then be taken to a dashboard view of all of your CRM accounts. 

Accounts Dashboard

On the Accounts view, you will see a graph of your top 20 engaged CRM accounts that can be sorted by time spent or number of new buyers. A table displayed below the graph includes all of your CRM accounts and their level of engagement with PathFactory Experiences. 

Accounts dashboard

There is a panel on the right that displays Content Engagement Insights. These are key content influence metrics and insights in an easy-to-read, headline-style format for you to then action further. For each summary card, you can click its associated down arrow to expand the menu and see details, as shown in the example below.

Content Engagement Insights pane with the Influence on Revenue card expanded

Content Engagement Insights Definitions

This section describes the data being surfaced on the PFRI home page. When you first open PFRI, you see a panel on the right side that lists buyer insights at a glance. 

PFRI home page
  • Influence of Pipeline – Shows the influence that engagement with your content has had on your pipeline from a dollar perspective, as well as number of opportunities and accounts perspective. These are calculated by totalling the opportunities within accounts that had highly engaged sessions AND the sessions occurred before the opportunities moved to a closed stage. 
  • Influence on Revenue – Shows the influence that engagement with your content has had on your revenue from a dollar perspective, as well as number of opportunities and accounts perspective. These are calculated by totalling the opportunities within accounts that had highly engaged sessions AND the opportunities moved to a closed/won stage. 
  • Hidden Opportunities – Highlights accounts with highly engaged sessions that do not show any open opportunities – indicating that there may be potential hidden revenue opportunities to explore further and to prioritize those accounts for outreach. 
  • Opportunities to Revive – Highlights closed/lost opportunities that may be worth re-engaging based on the highly engaged sessions occurring within the account. These sessions must have occurred AFTER an opportunity moved to closed/lost and no other closed/won or open opportunities are associated with the account.

Note: Highly engaged sessions are where a visitor has done any of the following: 

  • Met the engagement time threshold set for one or more pieces of content
  • Viewed two or more pages
  • Filled out a form
  • Downloaded one or more content assets.
  • New Buyers – Lists new visitors who have not previously engaged with content assets in the date range selected. To see the top engaged known new buyers, click on the arrow key to expand the menu.You’ll see the list of their email addresses which you can click to go to their Buyer Details dashboard.
  • Trending Topics – List of the most popular topics visitors engaged with in the time period selected.

To view an overview of engagement for a specific account, scroll down and select an account from the table. You can also search for an account in the search bar. 

When you open an account to view its engagement and opportunity details, you see three tabs along the top of the screen: Account Overview, Buyers Insight and Topics of Interest. 

Account Overview 

This tab is where you can see a high-level view of the account engagement for the period you have specified. It includes the number of engaged buyers, engaged content, new topics, new buyers, days engaged and the trending topics across the account. You can also see if the account engagement is trending positively or negatively compared to the previous period. 

Account Overview tab of an individual Account page

Below the summary cards is a table that lists the opportunities associated with the account selected. PathFactory surfaces the number of new buyers, content engaged, engagement trend, time spent and % change specific to each opportunity in this list. 

To filter the opportunity list by stage click on the All Stages dropdown list as highlighted below. 

Stage filter for the list of Opportunities associated with the Account

Buyers Insight 

The Buyers Insight tab displays a timeline view of all buyers that have engaged with your PathFactory content experiences. In a table below it, you can see the engagement time, number of content assets consumed and topics of interest for each buyer associated with the account as well as their buyer status.

Buyers Insight tab of an individual Account page

There are three types of buyer statuses:

  • Contacts in CRM – previously labeled Present in the CRM.
    • 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.
  • Unknown – this is unchanged.
    • 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.

By viewing the buyer status, you can get a better picture of the full buying committee that may have been hidden previously. You can also narrow in on more granular insights by date or by buyer status, as well as click into a buyer’s details page as shown below. Based on the status types displayed in the table, you can click on:

  • The name of a buyer that is present in the CRM 
  • The email address of a buyer that is not present in the CRM (but known to PathFactory)
  • The visitor ID of an unknown buyer
Buyers Insight tab

Buyer Details Dashboard

The Buyer Details dashboard displays the timeline of engagement for an individual buyer. You can filter the date to narrow in on a shorter period of time or expand out to a longer period of time. Based on the period selected, you can either see Top Content by Time Spent or Views for the individual buyer.

Buyer Details dashboard

You can also select a specific day on the bar graph which will enable the Content Journey tab as shown below. This tab provides a complete breakdown of the journey the buyer took through your content on that day, showcasing the order in which they viewed the assets and how long they viewed them for. 

Content Journey view 

If you’d like to browse through any of the content assets in the journey view, you can click on the content thumbnail or title and it will open that content in a new tab within the content experience the buyer engaged with when they consumed the asset. 

Content Journey tab

Topics of Interest

The Topics of Interest tab displays the topics that your buyers within an account have been engaging with. The topic values displayed within this list will come from one of two places: 

  1. If you’re a Website Tools customer, these topics will be generated by PathFactory AI after running an analysis of your content. 
  2. If you’re not a Website Tools customer, these topics will pull from the manually assigned topics you apply to content when it gets added to/edited in the PathFactory Content Library
Topics of Interest tab of an individual account page

If you have topics generated from PathFactory AI, when you click to expand one of them you will see the associated Key Phrases. Key Phrases are a collection of keywords that logically cluster together under a common topic based on their meaning and relatedness.

You will also see a Topic Rank, which is based on the number of content pieces in your library relating to this topic. If you have manually curated topics, Key Phrases and Topic Rank data will not display. 

In addition to the expanded drop down view that displays when you select a topic, you will also see a right pane displaying the content that buyers at this account have engaged with that are associated with that topic. Engagement time and views will display.  If you have AI generated topics, then the Topic Score for each content asset will also display. Topic Score is based on a PathFactory algorithm and highlights the level of relevance that asset has to the topic.

Topics of Interest tab

Sharing Content Using Sales Content Plays

Within an Account, users have the ability to share content with buyers, in addition to reviewing their content engagement. 

To initiate the content sharing workflow (known as a Content Play in PathFactory), users can navigate to the Share Content button that displays on the top right of the Account page. 

The Share Content button on an Account page

To learn more about PathFactory’s Content Plays, read How to Use PathFactory for Revenue Intelligence Content Plays.


Opportunities Dashboard

To view engagement across all open opportunities, as well as broken down by pipeline stage, you can navigate to the Opportunities tab from the main PFRI Accounts view, as highlighted in the screen capture below. 

Opportunities tab

When you enter the Opportunities dashboard, you will first see a table that breaks down all engagement by pipeline (opportunity) stages in your CRM. In addition to this, there are two sub-tabs available below this called Opportunity List and Opportunity by Pipeline Stage

All open opportunities and their associated engagement data, along with summaries of engagement by pipeline stage

  • Opportunity List – this is a list of all open opportunities in your CRM, with engagement data for contacts that have been associated to each opportunity
  • Opportunity by Pipeline Stage – This is a graphical representation of opportunities grouped by industry, time since campaign launched, timing for closing the deal, based on engagement data: 1 Month, Closing this Q, Closing Next Q, Closing This Year and Closing Next Year. (see example below for this view)
Engagement data across all open opportunities, broken down by pipeline stage and closing period

There are also Content Engagement Insights available on the right pane similarly to the Accounts dashboard. 

Content Engagement Insights Definitions 

  • Opportunity Forecast – Totals all open Opportunities with close dates set in the date range you have applied.
  • Opportunity Trends – Totals all open Opportunities where content engagement that occurred in the date range applied increased compared to the previous period. For example, if you had the past month selected, then the previous month before that would be compared against.  

If you’d like to view content engagement related to a specific Opportunity, select the Opportunity List sub-tab and click on one of the Opportunity names. You can also search by Opportunity name in the search bar.

How to navigate to an individual opportunity from the opportunity list view

Individual Opportunity Dashboard

Once you are on the individual Opportunity dashboard, you will be able to see a summary of engagement outlined in the cards at the top. This includes number of Engaged Buyers, number of Content Engaged, New Topics, New Buyers, number of Days to Closure and Trending Topics. 

The important differentiation between these cards at the Opportunity level versus the Account level is that the Opportunity dashboard only displays content engagement from Contacts associated with the Opportunity in the CRM, while the Accounts page displays content engagement from ALL buyers associated with the Account, whether its contact records in the CRM or through their email domain/company name match data from 6sense.

Engagement card overview on an individual Opportunity dashboard

Stages

This tab surfaces the pace at which the Opportunity moves through the different stages, based on the data PathFactory collects from your CRM. A buyer engagement graph is then mapped directly below those stages to help you correlate the impact that your content engagement has had on the velocity of your Opportunities.

When comparing average time from previous opportunities, this is specific to closed/won opportunities for accounts in the same industry.

By default, this tab will display when you land on a specific Opportunity. 

The Stages tab of an individual Opportunity dashboard

Content

This tab showcases the same Topic of Interest Insights that you would see at the Account level, however these are narrowed in to focus on engagement occurring from Contacts that have been associated with the Opportunity in your CRM. Refer to the Topics of Interest section of this article for more information on the data definitions. 

Content tab
Content tab

For further information on any of the data terminology included in PFRI, read our full list of PFRI Buying Signal Definitions.

 

Updated on December 14, 2023

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