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Using the Segment Performance Report
The Segment Performance Report is an excellent way to get top-of-funnel customer metrics quickly and easily. This page will provide step-by-step instructions on how to leverage many of the benefits of the report and is not meant to be exhaustive. Refer the Segment Performance Reporting page for full details. We will cover…
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Segment Report Notifications
Is there a way to trigger notifications via email or Slack based on account updates that happen in a segment report? For this use case: I'm interested in notifying sellers/sales people on our team if their targets move through the funnel (ie. move from "consideration" to "decision").
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Accounts on the Dashboard vs. Accounts in Segments
In the "Account Journey" section of the new Dashboard, the amount of "Targeted Accounts" for a filtered campaign doesn't always match the amount of accounts in the actual segment the said campaign is using. Does this mean that the Account Journey is also accounting (pardon the pun) for accounts that have passed through the…
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Companies Focused on 6QA Engagement See More Pipeline and Revenue
This just in: We identified the top 10% of 6sense customers who had the highest 6QAs Worked rates and then compared their opportunity performance against the 6sense customer average. The results are striking: 40% faster engagement on newly qualified 6QAs compared to the average 2.5x higher 6QA to Opportunity Rate than the…
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Advanced Segment Reporting
The Segment Report offers an easy way to get lists of the accounts defined within 6sense Segments. Key Features Downloads of accounts per Segment Download function has a filter to report only on accounts in CRM Download of accounts in CRM gives the 6sense ID, CRM Account ID and the CRM Account Name Use Case Summary…
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Sales Activity Report to Salesforce Report
I want to pull the activity report in 6sense to Salesforce.
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Moved: Where's the 6sense value?
This discussion has been moved.
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Using the Usage Report
The Usage Report allows an administrator to visualize and analyze the company’s usage of 6sense. Refer to the Usage Metrics page for full details surrounding the report. Key Report Metrics Users per month Logins per month Sales Intelligence Adoption Segments created per month Segments in use per month 6sense Campaign Spend…
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Using the Model Report
The Model Report allows you to report model performance and its effectiveness. Refer to the Model Lifecycle Management page for full details surrounding the report. This page covers common uses of the reporting features. Key Report Metrics Open Opportunity Conversion Rate Open Opportunities by Buying Stage Note that the…
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Using The Value Report
The Value Report allows you to report on opportunities created and show accounts with no created opportunities. Refer to the Value Metrics page in RevCity for full details surrounding the report. Key Report Metrics Relative Opportunity (RO) Definition Downloads of opportunities created for a given month with associated…
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Using the 6QA Analytics dashboard
The 6QA Analytics dashboard is a useful tool for analyzing the creation of and engagement on 6sense Qualified Accounts (6QAs). Key Metrics Current 6QA count Percentage of current 6QAs worked by sales Average Time to First Sales Activity Average Time Since Last Activity List of current 6QA accounts and parameters per…