Reviewing the data When reporting on account journeys, look at the Bringing it together data in various ways so executives can put the A good way to review account journey data is with results into context. a Salesforce dashboard, showing the key metrics for each stage of the journey. Here’s an example Operationally Look at data weekly, monthly, using Engagio’s Dash solution. quarterly Over time See if you’re improving or getting worse Versus goals Are you achieving what you said you’d do? Versus How do you compare to similar benchmarks companies? Snapshots needed These analytics require a way to track historical values. Since Salesforce can only store a field’s current value, you have two options: 1. Manually snapshot the data each period. This can be tedious. 2. Use additional technology. Engagio’s Dash application tracks history inside Salesforce, giving you the best of both worlds. Example of stage-by-stage account funnel analytics dashboard. 127