Applies to: Advisors
Marketing analytics show the progress of your deal.
How to view marketing analytics
- Click the deal for which you want to view analytics.
- From the Analytics menu, select Dashboard.
- (Optional.) In the Date Range field, configure the dates for which you want to view dashboard data. Select one of the following options from the Range Type field:
- Custom - In the Start and End fields select whether the dates are specific, relative, now or midnight. Configure additional information based on your select and click Apply.
- Last - Select the time range for which you want to view dashboard data and click Apply.
- No filter - Select this option to view all data.
- (Optional.) In the Buyer Group field, select the buyer group for which you want to view dashboard data.
- Click Apply to apply the filters to all dashboards.
- (Optional.) From the three dots menu of a chart, select one of the following options:
- Force refresh - Refreshes the charts.
- Enter fullscreen - Displays the chart in fullscreen mode.
- Download - You can download a CSV file, Excel file or an image in JPG format.