Customized reporting in 6sense

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Shabari
Shabari Posts: 3 ✭
edited April 2023 in All Discussions

How can we create a customized report to understand performance by Buying stage and engagement?

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  • patrickcunning
    patrickcunning Posts: 1 6senser

    Hi Shabari,

    I would start by creating the segment you wish to report on in the Segments portion of our product. Then, inside of the reporting section of our product, choose Segment reports, select the segment (we use things like commercial, ent, strat, and verticals), and configure the report based on a timeline you want to measure performance across and output type (buying stages/engagement).

    Feel free to email me @ patrick.cunning@6sense.com if you want to chat!

    Pat

    Solutions Consultant

    6sense

  • tjoy
    tjoy Posts: 1 6senser

    @Shabari - are you looking to create this report in the platform itself or in SF or in a bI environment? If within the platform then the steps Pat listed are one way to get it. If not please feel free to reach out to me ( teresa.joy@6sense.com ) , my strategic services team can help you develop those.


    Thanks!


    T

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