Column Definitions
Dashboard Column Definitions and Sources
Questions about the data showing on the dashboard? You've come to the right place 😁
Column | Source(s) | Definition |
Company Name and Logo | Signals | Signals pulls this information from a third party, and refreshes every 6 months (rebranding may not be reflected in Signals in the meantime) |
Account Type | CRM | Account Type is pulled from CRM. Note: Signals syncs with CRM every 24 hours around midnight Mountain Time. Account-level changes in CRM will be reflected in Signals after this nightly sync. |
Total Visits | Signals | This counts total page visits from this company in the past 30 days |
Last Visit | Signals | The timestamp of the most recent activity from a contact at the account. This includes page views, conversations, calendar drops, meetings booked, live chat conversations, and content page views. |
Contacts | Signals | The number of contacts for this company stored in the Signals database. Note: Signals doesn't pull contact data from the CRM, so this will not necessarily reflect the total contacts you have for a given company. Note: Contact records are created in Signals when a site visitor provides an email in a bot conversation or when contacts are prospected through PlayRunner |
Opp Status | CRM | The opportunity status in CRM. Options are No Opp, Open Opp, Closed Won, and Closed Lost. Note: Signals syncs with CRM every 24 hours around midnight Mountain Time. Account-level changes in CRM will be reflected in Signals after this nightly sync. |
Opp Amount | CRM | The dollar value of the opportunity in CRM. Note: Signals syncs with CRM every 24 hours around midnight Mountain Time. Account-level changes in CRM will be reflected in Signals after this nightly sync. |
Signals Score | CRM + Signals | Calculations based on the following 7 factors: Page views, conversations, unique visitors, emails captured, live chats, meetings booked, and CRM status. Contact support for an in-depth calculation of Signals score. |