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Pardot
Prospects by Assignee
The Prospects by Assignee metric helps you understand how many prospects each user is responsible for, providing visibility into workload balances and potential opportunities for reprioritization.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Prospects by Assignee"?
The Prospects by Assignee metric in Pardot tracks the number of prospects assigned to each user in the system. This metric is useful for analyzing the workload distribution among your sales and marketing team members, identifying top performers and areas for improvement, and optimizing your lead management processes. It can also be used to track the conversion rates and engagement levels of prospects assigned to specific team members, helping to guide sales coaching and training efforts.
Example: The Prospects by Assignee metric can be used to evaluate the performance of sales reps by measuring the number of prospects assigned to each rep and identifying any discrepancies or imbalances among the team.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Prospects by Assignee in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Prospects by Assignee using Databox, follow these steps:
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1Connect Pardot that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Prospects by Assignee on the Performance screen
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6Get Prospects by Assignee performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Prospects by Assignee
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe Prospects by Assignee metric helps you understand how many prospects each user is responsible for, providing visibility into workload balances and potential opportunities for reprioritization.
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CategoryMarketing Automation
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SubcategoryContacts
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Date Added2020-10-01
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, yearly, quarterly and all-time.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 year ago to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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