Acquire Dashboard

The acquire dashboard displays your trial prospects, financial and engagement highlights, and a drill-down list with at-a-glance data on each customer.

Click to enlarge

The current dashboard has the following main sections:

1. The financial and engagement section: This shows four statistics:

   1. The revenue aggregate number for all trials with added opportunity values

   2. Expiring trials in the next 7 days (focus feature)

   3. Total no. contacts/users in a trial "engaged" state

   4. Total no. contacts/users in a trial "disengaged" state

2. Filters section: This allows you to filter your trials by:

   1. All

   2. New

   3. Hot

   4. At Risk

   5. Ending Soon

   6. Live

3. Customers section: This shows a prospect list in a trial state, with navigation filters:

   1. Customer

   2. Offering

   3. Engagement Level

   4. Conversion probability

   5. Opportunity

4. Customer: sortable navigation element so you can sort by name

5. Offering: sortable navigation element so you can sort by offering name

6. Engagement Level: Icons showing the level and trend of engagement per customer

7. Conversion probability: sortable navigation element so you can sort by likelihood to convert, these are manually edited by the rep

8. Opportunity: sortable navigation element so you can sort by deal size, these are manually edited by the rep

9. Additional menu items: drop-down list of extra links:

   1. Customer details

   2. Notes

   3. All insights

   4. ZenAgent

   5. Customer Owners

10. Live icon: indicator of recent activity, within the hour or eight hours.

11. Customer display: allows you to show volumes of customers at a time

The dashboard is being constantly improved, with new options added over time. We apologize if this page is delayed in shipping the new versions!