Siminta Jacinavice Updated by Siminta Jacinavice

This dashboard will allow you to look at each individual deal and understand what were the touches that led up to the conversion. This feature also gives you an average overview of all your deals combined. Collected data is assigned to each account which has been identified during cross-device tracking.


Date: Set the time period you want to investigate

Stage: You can select your preferred pipeline stage. Read more about the Free Tier Stages here

Attribution: Choose the attribution model which is meaningful for your analysis

  • First Touch
  • Last Touch 
  • Linear 
  • U-Shaped
  • W-Shaped

Channels: Choose the channels you want to analyse

Sources: Choose the sources you want to investigate

Campaigns: Choose the campaigns  you want to investigate

Country: Choose the country you want to analyse

Account Owner: Choose the account owner’s accounts you’d like to view

Deals by Company

You can find a company that previously interacted with you by searching the company name or website. The Contacts feature will show how many active contacts each account has. Sessions and Last Seen features will allow you to see how engaged your contacts are with your company.

Note: To get more information click on the company that you are interested in. This will display the customer journeys data we have gathered. 

You can read more about customer journeys in this article.

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