A request came in from my team to put together a dashboard for AO analytics. They want it in the format for a quarterly summary as the purpose of the programs are to automate webinars, training etc or renewal due reminders for our smaller customers. Has anyone done anything similar? I cannot seem to summarize the results in a quarterly formatting.
Below is a summary of what I am looking to put together:
Reports
A bounce back email list:
Account Name, Account ARR, Product Family and email from bounce back, Next Renewal Date
Quarterly Summary:
• # of Tech Touch Outreaches->Successfully Delivered->Email Opened
• # of Email Assists Sent-Successfully Delivered->Email Opened
• # of Opps where nothing was sent
• # of Customers who unsubscribed from outreaches
• # of CTAs sent to Team by Bill To State
Thanks,
Joe
Question
Has anyone put together a dashboard to report on Advanced Outreach analytics?
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