Acquire Financial Section

At the top of the page, Zengain displays key information to focus the team.

Unlike generic tools, Zengain is laser-focused on helping you and your revenue team identify, prioritize, and seize every sales opportunity.

From the moment you open any dashboard, whether acquiring new customers or growing existing accounts, you’ll see high-impact opportunities highlighted front and center.

Click on any of these items to drill down on these key areas to focus your efforts.

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 (takes to Reactivate Trials module)

This data allows you to choose where to focus your attention quickly.

See revenue-focused tools for more

How the numbers are calculated:

• Green

  • $<X>

  • Revenue opportunity

  • in <Y> active trials

    • where <X> is a sum of the opportunity amounts for each trial subscription

    • <Y> number of subscriptions

    • Click sort by Opportunity.

• Blue

  • <Z>

  • new trials

    started in the last 7 days

    • click activates filter New

• Orange

  • <Z>

  • Expiring trials

  • in next 7 days

    • where <Z> is the number of trials that are expiring in seven days or less from the current date.

    • Click filters by Ending Soon

• Red

  • <Z>

  • Lost trials

  • in the last 7 days

    • click takes to Reactivate Trials page AND filters by 7-day Churn