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.

See engagement level colors to understand your data and insights via traffic light colors here

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 active trials with added opportunity values

   2. New trials started in the last 7 days (focus feature)

   3. Expiring trials in the next 7 days

   4. Lost trials in the previous 7 days

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 (click any header to sort):

   1. Customer

   2. Offering

   3. Users

   4. Days left

   5. Engagement level

   6. Conversion probability

   7. 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. Users: No. users in the trial

7. Days left: No. days left in the trial

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

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

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

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

    1. Customer details

    2. Notes

    3. All insights

    4. ZenAgent

    5. Customer Owners

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

13. 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!