Documentation for Bizible Discover Dashboard already exists on the Experience League -- check that out too! -- but this week I wanted to share a quick Discover cheat sheet for the filters on the Overview board.
For reference, these are the default filters available on the Overview board:
Now, let's break down what each filter is used for.
Date Type –
Interpretation Example: If the metric is Leads and the Date Type is Touchpoint Date, in the bar chart you’re looking at Lead Touchpoints effectively. If the metric is Deals and the Date Type is Created Date, in the bar chart you’re looking at Closed Won Opportunities (deals) that were created in the specified time period.
Attribution Model –
Leads: Count of Leads with touchpoints
Campaign Source –
Ad Account ID –
CRM Account Name –
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