The Dashboard
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The Zengain dashboard provides a convenient overview of your account. Each widget can be clicked to reveal further dashboards for each module.
The main dashboard displays the insights engine, which contains date-ordered company data showing customers at various stages of their lifecycle—from trials to end-of-life.
There are two views on Insights in the application
1. My Customers only toggle switched on
The user sees insights about the customers they own. Depending on the type of owner, he will see information about the specific Zengain Module.
In the Modules on the list, they will see the Customers they own.
2. My Customers only toggle switched off
This changes the view to show me information about all customers in the system.
The user sees all insights and all customers in the modules.
This is useful for managers or other team members not assigned as owners but interested in the Customer lifecycle.
The current dashboard has following main sections:
Insights panel (date/customer): This shows either "your" customers as an owner or all of them as they generate insights data over time. All elements are clickable and go to the modules or the customer page.
Alerts (owner): This shows any customers that require owner data so that they can be sorted with the "My customers" toggle at the top of the dashboard, and the relevant owner can get email alerts, etc
Onboarding (% complete): This shows your onboarding progress. Here, we can see that the app. is connected and you are receiving data.
You can click on any element and drill down into the data behind it. Doing so will lead to a module dashboard page or specific data on a customer.
You can filter the insights view to show: All, Risks, Opportunities, and Warnings by clicking on the elements. As the names suggest, these allow your team to focus their efforts on key areas easily.
In this example, we can see the Company (customer) activity and the contacts (users) in that company listed by date.
Clicking the Company row will open that "Customer" page within Zengain and provide details on that customer.
On this page, which will be discussed in detail at the module level later, you can examine the activities of their contacts (users) and use our ZenAgent to learn more about the customer.
With ZenAgent, you can get a quick overview or dig even deeper into your customer's details - a big time saver for the sales team. You can do the same for every contact too, allowing sales to use titles, activities, and background to offer a customized experience during a sale or ongoing relationship.
Below is the expanded version.
Clicking the "contact" row shows a dialog box with the details about that contact (user) and their activity over time with highlights.
Star (Highlight decision makers): This selectable element allow the team to highlight in the UI important contacts.
Title (Where captured): This shows the contact's title, which is very important in the sales process.
Emails (Clickable): This shows the contact's email and allows sales to easily email the contact without leaving the UI. The email will use the standard methodology set up by the Company, i.e., it will launch the default email program, which is usually attached to the CRM to capture activity.
Subscription and renewal data: Here is helpful data on the contact's subscription and when they renew. Again, this is very useful for the sales team.
Highlights table: This displays the activity timeline, their active status, and key features they have used or not used. Very important for the sales and Cs teams.
Health score (with indicative icon for the trend): This shows the daily/weekly/monthly activity levels with health score (colored bars). Rolling over a bar in the score shows their engagement score.
Timeline (chooser): Daily/weekly/monthly activity levels.
Activities timeline: This displays all the activities over time, with the associated activities.
Specific activity: Rolling over an activity row shows more details on the element used.
Key feature: Elements with a star are key features you are tackling. This highlights if/when they used an important feature.
The dashboard is being constantly improved, with new options added over time. We apologize if this page is delayed in shipping the new versions!
