Impact Dashboard FAQs 

What's the difference between the Board-level and Organization-level Impact Dashboards?

The Board-level Impact Dashboard offers a detailed view of performance and outcomes for a specific board or campaign. In contrast, the Organization-level Impact Dashboard provides a comprehensive overview of your organization's overall engagement across all boards.

For cross-board campaigns, you have the flexibility to filter and analyze performance by selecting the relevant boards, allowing you to track and understand the impact of multi-board initiatives. This enables you to dive deep into individual board performance or zoom out to examine your organization's broader engagement trends.

How often is the data updated?

The Impact Dashboard refreshes its data hourly, providing you with near-real-time insights into account engagement. You can easily check the most recent update time, which is displayed in the top left corner of the dashboard.

The Account Engagement Score is updated on a daily basis, offering a comprehensive view of account interactions and potential. This daily refresh ensures you have a robust, up-to-date assessment of account engagement levels. 
 

Why do I see differences between the Pulse or reports, and the Impact Dashboard?

The Pulse and reports are designed to provide a comprehensive view of all visitor activities on boards, capturing every single interaction to allow users maximum flexibility in data exploration. In contrast, the Impact Dashboard uses an intelligent filtering process to focus on typical user behavior and meaningful engagement.

Folloze removes outliers and extreme data points that deviate from what represents typical user behavior. This approach targets substantial interactions, such as visits lasting more than 10 seconds or involving significant activities like content views or clicks. The goal is to provide a more accurate and insightful view of user engagement that truly reflects how users typically interact with content.

By filtering out anomalous data, the Impact Dashboard offers a refined perspective that highlights genuine account interactions. While the Pulse shows every interaction, the dashboard presents a clearer picture of typical user engagement across your accounts.

Another key difference is that Internal leads are included in the Pulse and reports (with the option to filter them out), while in the Impact Dashboard, Internal leads are automatically filtered out by default.

Why do the numbers in 'Engaged Accounts' differ from those in 'Account Engagement Scores’?

Engaged Accounts and Account Engagement Scores represent two distinct approaches to measuring account interaction. Engaged Accounts provides a straightforward count of accounts where at least one person has visited the board(s), directly reflecting the volume of engagement within the selected date range and applied filters.

In contrast, Account Engagement Scores utilize a sophisticated, multi-dimensional scoring model that goes far beyond simple visit tracking. This comprehensive approach calculates engagement by analyzing multiple factors, including content views, time spent on boards, interaction depth, intent-based call-to-action interactions, and the number of people engaged within an account. The scoring model intelligently weighs recent activities more heavily, ensuring the most current interactions have greater significance.

Unlike Engaged Accounts, the Engagement Scores are calculated daily for all accounts and remain consistent regardless of specific filters. This method provides a nuanced view of account engagement, serving as a predictive indicator of an account's potential buying stage. Where Engaged Accounts shows you how many accounts had some level of interaction, the Engagement Scores reveal the quality and depth of that interaction.

The key distinction is that Engaged Accounts offer a volume-based snapshot, while Account Engagement Scores provide a comprehensive, forward-looking assessment of account interaction and potential.

Who can access the Impact Dashboard, and what data is visible to each user?

Access to the Impact Dashboard varies depending on the dashboard level and user permissions. For board-level dashboards, all users with board permissions can access the dashboard.

At the organizational level, while all users can access the dashboard, the visible data is limited to boards for which they have specific permissions—either as owners, editors, or subscribers. This ensures that users can only view data from boards they are authorized to access.

Administrators and company editors have the most comprehensive access, with the ability to view data across all boards within the organization.

How do the date range and resolution settings work?

The Daily, Weekly, Monthly, and Quarterly options determine the chart resolution—how data points appear on the X-axis of your line chart. For example:

• Daily shows one data point for each day.
• Weekly groups data into weeks and shows one data point per week.
• Monthly aggregates data for an entire calendar month.

These options also affect the Predefined Periods dropdown (e.g., "Last 4 Weeks" or "Last 90 Days"). Selecting a resolution will adjust how these periods are calculated.

When selecting Weekly, Monthly, or Quarterly resolutions, the system will update your selected date range to match whole weeks, months, or quarters.

• For Weekly, it will adjust the range to full business weeks (Monday to Sunday).
• For Monthly, it will expand the range to include the entire calendar month, even if you initially selected part of a month.

If you want to choose specific dates manually:

1. Select the Custom Date Range option.
2. Pick the start and end dates from the calendar.
   The chart resolution (Daily, Weekly, etc.) will still apply to how the data is displayed for your custom range.

Tip:

• Use Predefined Periods for quick ranges like "Last 90 Days."
• Use Custom for exact date ranges, but remember that the resolution (Weekly, Monthly, etc.) will determine how your data is grouped and displayed.