Viewing marketing analytics | DealCentre

  • Updated

Applies to: Advisors
 

Marketing analytics show the progress of your deal. You can view analytics for buyer diligence, DealMarketing, and you can create a custom dashboard.

Icons_Approved.svg How to view buyer diligence analytics

  1. Display your deals list. If you are viewing a deal, click the DealCentre icon in the upper left corner of the screen to display the deals list.
  2. Click the deal you want to analyze.
  3. Click the Analytics DC Analytics icon.png icon on the left side of the screen.
  4. Select Dashboard.
  5. In the left panel, click Buyer Diligence if it is not already selected.
  6. (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.
  7. (Optional.) In the Buyer Group field, select the buyer group for which you want to view dashboard data.
  8. Click Apply to apply the filters to all dashboards.
  9. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

Icons_Approved.svg How to view DealMarketing analytics

  1. Display your deals list. If you are viewing a deal, click the DealCentre icon in the upper left corner of the screen to display the deals list.
  2. Click the deal you want to analyze.
  3. Click the Analytics DC Analytics icon.png icon on the left side of the screen.
  4. Select Dashboard.
  5. In the left panel, click DealMarketing.
  6. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

Icons_Approved.svg How to create a custom dashboard

  1. Display your deals list. If you are viewing a deal, click the DealCentre icon in the upper left corner of the screen to display the deals list.
  2. Click the deal you want to analyze.
  3. Click the Analytics DC Analytics icon.png icon on the left side of the screen.
  4. Select Dashboard.
  5. In the left panel, click Custom Dashboard.
  6. Click Get Started.
  7. The right panel shows the widgets that are available to add to the dashboard. Click the plus sign next to a widget to add it to the dashboard. You can perform the following actions
    • To resize the widget, click and drag the corners of the widget. 
    • To remove the widget from the dashboard, click the x in the top right corner.
  8. Click Save.
  9. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Force refresh - Updates the data in the widget.
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 
  10. Click Edit to update the dashboard.

 

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