Website
Web Page Report Card
- The Web Page Report Card page displays metrics for a single selected web page.
- Cards can be dragged into your preferred order.
- Cards are filterable by Account, Opportunity and Touchpoint Date.
Channel Selector
- Use this drop-down menu to select which web page channel should be considered as ‘engagements’ for the purposes of reporting.
- The report card will remember which statuses you select for a given web page, and use the same selection on future visits.
- Note: this is stored locally in your browser, which means your selections will not be persisted across devices or to other members of your team.
Metrics Reference
The Web Page Report Card page provides cards for each of the metrics below.
| Metric | Description |
|---|---|
| Accounts engaged | Count of accounts where any person viewed this page. |
| Total engagements | Count of total page views for this web page (may include more than one per person). Excludes any page views from your own team. |
| People engaged | Count of people who viewed this page. Excludes any people from your own team. |
| Deal contacts engaged | Count of people who viewed this page and have been in the buying group for any opportunity. Includes buying group associations via both CRM contact roles and Upside's healed buying groups. Excludes any people from your own team. |
| Opportunities influenced | Count and total amount of opportunities influenced by this web page. |
| Won opportunities influenced | Count and total amount of won opportunities influenced by this web page. |
| Opportunities with activation milestone citation | Count of opportunities where AI analysis identified this web page's touchpoints as influential in opportunity activation. |
| Won opportunities with activation milestone citation | Count of won opportunities where AI analysis identified this web page's touchpoints as influential in opportunity activation. |
| Opportunities created post-engagement | Count and total amount of opportunities that were created after page view. |
| Opportunities influenced in-cycle | Count and total amount of opportunities influenced by this web page during their active cycle. |
| Progressed opportunities | Count and total amount of opportunities that progressed after page view. |
| Accounts activated | Count of accounts that had no engagement at any time prior to viewing this web page. |
| Accounts reactivated | Count of accounts that had no engagement for 90 days prior to viewing this web page. |
| Accounts engaged outside opportunity cycle | Count of accounts where all page views happened while no matching opportunity was open. |
| Webpage active days | Number of days between the first and last page view for this webpage. |
Web Page List View
- The Web Page List View page displays a list of all web page URLs, to help you more easily find and compare web page performance.
- You can filter the results by using the header of any of the columns and select/deselect the visible columns and metrics.
- You can click on any page name to view more details.
Special Table Functions
- Save as new view - Saves current columns and filters as a “view”
- View dropdown - Select saved views to apply
- Share view - Use share button to share current view or saved views as a URL
Updated 23 days ago