Organization-level Impact Dashboard Overview 

The org-level Impact Dashboard is a collection of data, presenting you with a comprehensive view of your organization’s overall performance on all boards. 

You can filter the dashboard to display data from specific boards. For instance, if your campaign includes three boards, you can filter the dashboard to exclusively show data from those three boards.  Additionally, you can filter the dashboard by account status, such as viewing only surging accounts. This helps you gain better insights into why these accounts are "surging". 

In addition, you can access data on the Impact Dashboard for a specific board directly at board-level.    

To learn about Account Engagement Scores, read here. 

View the Impact Dashboard 

View high-level data and insights on your organization’s performance on all boards. 

To view your organization’s impact dashboard: 

1. Open the Folloze app. 
2. Go to Reporting > Impact Dashboard.  

      
The main Impact Dashboard widgets present the following KPIs for a high-level summary of the organization’s performance.  

• Accounts Visited: Total unique accounts that had at least one person engaged with your board(s), based on applied filters
• People Visited: Total unique people who engaged with the board(s) based on the applied filters
  • If a person was invited, but did not land on board, they will not be counted as engaged people  
• Visits: Total visits of people who landed on board(s) based on the applied filters
• Avg Time on Content / Person: Average content engagement time by person. Average is calculated as total time people spent on content divided by number of people that viewed content items, based on applied filters
• Avg Time on Boards / Person: Average engagement time by person. Average is calculated as total view time of all people who landed on board(s) ,divided by number of people landed on board(s), based on applied filters.
• Account Engagement Scores: A multi-dimensional model categorizing accounts into 4 levels based on their interaction intensity across various touch-points. For more details, see this article.  To view progress of an account, download a CSV file presenting a snapshot of the initial and last dates.  
• Account Engagement Scores Over Time: A multi-dimensional model categorizing accounts into 4 levels based on their interaction intensity across various touch-points and showing progress and changes across time. For more details, see this article. 
• Potential Revenue: Allows you to calculate your potential revenue from Surging and Active accounts, based on the Average Deal Size and Close Rate. For more details, see this article. 
• Engagement Lift: This widget allows you to compare different types of user engagement, including actionable CTAs and form submissions. Discover how meaningful engagement goes beyond traditional conversions to encompass a broader range of interactions. For more details, see this article. 
• UTM By Visits: A breakdown of all visits, which UTM they landed with, based on applied filters
  • Select to view Source, Medium or Campaign.
• Top Content Items: Top content items on your board(s). Sort by Name, Views, or Avg Time/Person to view top content items based on that engagement KPI.

Filter the Impact Dashboard 

You can filter the Impact Dashboard by a specific time range or use the available filters to focus on specific data.
After filtering the dashboard, those filters will be applied across all data, including the drill-down sections. In addition, selected date filters are saved and applied the next time you wish to view this board’s dashboard.     

Date Filters 

By default, the dashboard presents data for the last month.

You can use the date filters to focus on a specific time range and choose to view the dashboard on a daily, weekly, monthly or quarterly basis. By default, the date range presented is by Daily and Last 30 days.

When selecting weekly, monthly or quarterly date ranges, the system will display data for whole weeks, months or quarters. Even if you only selected dates for part of a month, the system will round out the month and present data for the whole month.  For monthly, it displays data for an entire calendar month, while weekly views present data for a business week from Monday to Sunday.  

1. To show data for a specific time range, set the desired Date Range.  
2. To show data for specific dates, use the calendar picker.
3. Click Apply.    

Additionally, you can view metrics compared to previous time periods. The previous period indicator is displayed on each widget. It refers to the period type selected, for example if you selected the ‘last month’, the previous period corresponds to the month before. If you selected the ‘last 14 days’, the previous period shows the previous 14 days.     

Dashboard Filters 

You can use the available filters to focus on specific data on the Impact Dashboard. If you do not use the filters, by default ALL data for HUMANS is presented to you on the dashboard.   

1. To filter the Impact Dashboard, open the filter section.    
   The following filters are available:  

• Boards: select either the 'Is' or 'Is Not' filter option, depending on whether you want to include or exclude specific values. Then, choose the boards from the multi-select list which you want to include or exclude. Or, search the list by name or ID. The default is All, meaning the dashboard will display all boards.
• Channels: select either the 'Is' or 'Is Not' filter option. Then, choose the channels from the multi-select list which you want to include or exclude. Or, search the list by name or ID. The default is All, meaning the dashboard will display all channels.
• Accounts: choose the specific account(s) from the list which you want to include. Or, search the list by account name or domain.
• Account Engagement Score: select either the 'Is' or 'Is Not' filter option, depending on whether you want to include or exclude specific values. Then, choose the scores from the multi-select list which you want to include or exclude.
• Identity: select a lead identity from the drop-down list; All, Known, or Unknown.
• Invited By: choose the specific user(s) from the list which you want to include. Or, search the list by username or email.
• Human/ Bot: select All, Human, Suspected Bot, or None. By default, ‘Human’ is selected.      
• UTM Campaign: type a UTM campaign value and click Enter. Or, view data of All UTM Campaigns.
• UTM Source: type a UTM source value and click Enter. Or, view data of All UTM Sources.
• UTM Medium: type a UTM medium value and click Enter. Or, view data of All UTM Mediums.
• Team: select either the 'Is' or 'Is Not' filter option. Then, choose the teams from the multi-select list which you want to include or exclude. Or, search the list by name or ID. The default is All, meaning the dashboard will display all teams.
• Board tag: select either the 'Is' or 'Is Not' filter option. Then, enter the board tags that you want to include or exclude.   

2. After selecting all relevant filters, click Apply.     

View granular information  

Drill down on a widget and view granular data and trends on accounts and people.  

1. To drill-down and view granular information and trends on accounts and people, click on any widget or click Explore More and then select Expand Dashboard.  

• Accounts Visited: for engaged accounts, you can view the following data:  
  • Account Visited over time: Number of accounts engaged per period based on the applied filters and period level.  
  • By Industry: Breakdown of all accounts by the industry they belong to.   
• People Visited: for engaged people and visits, you can view the following data: 
  • People visited over time: Total unique engaged people, per period, based on applied filters and period level. To see more information, hover over each period in the chart.  
  • Visits over time: Total visits of people landed in board(s) engaged per period based on applied filters and period level.  
  • Avg Time on Boards / Person over time: Breakdown of all engaged people whether they are known, Unknown or Inferred. 
  • CTA Clicks: Breakdown of the number of clicks per CTA type (e.g., Open URL, Registration). 
  • Known vs unknown: Breakdown of all engaged people whether they are Known (by email), Unknown (guests) or Inferred (their account is identified but not their email). To see more information, hover over each slice in the chart. 
  • Human vs Suspected bots: Breakdown of all engaged people whether they are identified as Human or suspected bot. To view more information, hover over each slice in the chart.    

The Impact dashboard displays key performance indicators (KPIs) for average time engagement metrics. To provide the most accurate insights, we exclude outliers from our calculations. Outliers are data points significantly different from others, which can skew the average and misrepresent typical user engagement. By removing these anomalies, we ensure that the average time KPIs reflect a more accurate and meaningful measure of user behavior.

Explore Engaged Accounts 

Explore more information about all engaged accounts in your organization. You can search for a specific account to find more data or view all accounts. You can also download a drilldown of the Account List in a CSV file. 

1. To view all engaged accounts, perform one of the following: 
   1. On the Impact Dashboard, click the View account list icon  to open the Engagement Details: Accounts and People table. 

OR 

1. 2.  On the Accounts Visited widget, open Explore More and select View Accounts List.     
      The Engagement Details: Accounts and People table opens.     

The table is sorted by the following columns:    

• Account name
• Score
• Visits 
• People 
• Avg Engagement Time 
• Avg Content Engagement Time 
• Item consumed 
• Item views 
• Unique Items viewers 

2. To find information about specific accounts, use the table filters.
3. To display data on accounts for a specific time period, use the date filters.
4. To view more details of a specific account, hover over the account row and click on the arrow. This will direct you to the account’s Account Dashboard. 
5. To download the Account List in a CSV file, click the download icon in the upper right corner. 

Calculate Potential Revenue 

You can calculate the potential revenue from active and surging accounts by applying the average deal size and close rates. This helps you evaluate the revenue impact of your marketing efforts in attracting more high-level accounts.

The revenue calculation provides a concrete number you can use in planning discussions, budget justifications, and performance reviews.

 

1. On the Impact Dashboard, go to the Potential Revenue widget.  

• Average Deal Size: a default amount defined by your Company Admin, which can be modified.
• Active & Surging Accounts: the number of active and surging accounts identified in your organization. This number updates dynamically based on the dashboard's date parameters and cannot be manually adjusted.  
• Close Rate: the expected close rate percentage, representing the likelihood of converting these accounts into closed deals.  

2. To change the Average Deal Size, enter an amount in the textbox. 
3. The number of Active & Surging Accounts identified on the dashboard.  
4. Enter an expected Close Rate percentage. 
5. Click Calculate Revenue. 
   The Potential Revenue is generated using the formula Deal Size x Number of Active & Surging Accounts x Close Rate.

View Engagement Lift

You can view the percentage difference between Active and Surging accounts with clicks (form fills, CTAs) versus all engaged Active and Surging accounts. This widget demonstrates that meaningful engagement extends beyond just clicks to include broader interactions.

 

1. On the Impact Dashboard, go to the Engagement Lift widget. 
2. View the number of accounts that engaged through CTA clicks and form submissions, along with the total number of accounts that interacted with your boards across all engagement types. 

Explore UTMs

Drill-down and view more about the accounts with respect to UTM sources, mediums and campaigns. 

1. On the UTM widget, click on a slice of the pie chart or open the three dots menu and select View Details.  
   Data on the accounts with at least one of their people who visited through this UTM is displayed in a table, sorted by the following columns:  

• • Account name 
  • Score
  • Visits
  • People
  • Avg Engagement Time
  • Avg Content Engagement Time
  • Item consumed
  • Item views
  • Unique Items viewers 

2. To view data on all accounts that visited by UTM, filter the table by All Utms. 
3. To view data on accounts visiting from specific UTMs only, multi-select the UTMs.   
4. To display data on accounts from a specific UTM, use the search box. You can only view the date range and filters, and not edit them.  

Explore Top Content Items

Drill-down and view more details on accounts that at least one person viewed a content item. You can learn which accounts viewed the content, including the following data:  

• Name: name of content item
• Views: number of views of the content item
• Avg Time / Person: average time spent on the content item

1. On the Top Content Items widget, open the three dots menu and select View Details or click on a specific content item. 

Data on content items is displayed in a table sorted by the following columns:    

• Account name
• Score
• Visits
• People
• Avg Engagement Time
• Avg Content Engagement Time
• Item consumed
• Item views
• Unique Items viewers 

2. To view data on all content items, filter the table by All Items.
3. To view data on specific content items only, multi-select the items.    
4. To find a specific content item, use the search box. You can only view the date range and filters, and not edit them.    

Permissions

As in the Report Center, each user  has access to the Impact Dashboard only for boards they have permissions on, while Admins and Company Editors have access to all boards’ Impact Dashboard.  

How do we analyze data?

To ensure the data and KPIs presented on the Impact Dashboard are accurate and truly reflective of typical performance, we apply an outlier filtering process. Outliers, data points that deviate significantly from typical user behavior, are removed to prevent skewed results and averages. Specifically, we focus on significant visits, defined as those lasting more than 10 seconds or involving meaningful activities like clicks or content views. This filtering improves the accuracy of KPIs and average time metrics, offering a clearer, more reliable measure of actual user engagement across accounts.