Purpose
Channel Insights dashboards help you and key members of your organization not only access partner data but interpret it -- you can answer questions like 'What is working?," "What is not working?," and "Where should we be spending our time?"
Allbound Administrator users with the System Settings permission enabled can access and download Channel Insights information for all portal partner users/partner companies.
Where to Access Channel Insights
As an Allbound Administrator User
Allbound Administrator users with the System Settings permission enabled can access the Channel Insights feature from either the Settings Gear icon or the profile icon. See below images:
As a User with an "Owner" Role
Portal users with a partner user role of "Owner" can access Channel Insights through their profile drop-down menu.
As a Partner User
Partner users with an "Executive" or a "Manager" user role can view partner level/facing Channel Insights information for their primary company only.
Channel Health Dashboard
The Channel Health dashboard contains three different dashboards to help you understand the overall health of your channel program. These include a snapshot of partner and user counts, registration trends, partner engagement, and a pipeline overview.
Easily apply filters to the widgets on the page by clicking on "Filters" on the right side of the dashboard to view trends by date range, for specific dynamic groups, by partner, or by the account manager.
Onboarding Tab
You can use this tab to see a snapshot of partner and user counts, registration trends, and active users. The reports available on this tab include:
- Total Partners
- New Partners Last 30 Days
- Active Users
- New Users Last 30 Days
- Monthly Partner Registration Trend
- Monthly User Registration Trend
Filters Available
- User Type
- Group
- Partner
- Account Manager
Partner Engagement Tab
Use the widgets in this tab to stack rank your active partner organizations by any number of criteria including number of active users, number of learning tracks completed, total actions, days since last activity, total number of deals, total pipeline value, or average deal value.
You can apply filters to limit results to partners that match your desired criteria and then click on the column header in the table to sort by whatever column you are interested in. This is a great way to see which partners are the most active, which partners haven't logged in recently, or which are generating the most pipeline.
Filters Available
- Partner Status
- Partner Tier
- Group
- Partner
- Account Manager
Pipeline Tab
Gain a deeper understanding of deal registrations through the platform. The Pipeline tab gives you deep insights into your partner pipeline with advanced partnering capability to allow you to focus on specific partners, specific segments of partners through dynamic groups or specific account owners.
By default, this screen shows details for the last two years, but you can set the date range for any time period you want. If you are only interested in specific deal stages such as Closed-Won, you may filter by those stages as well and the widgets will be filtered to only show results that match your filtered criteria.
What to know more about any segment of a widget? Simply click on a segment in the interactive widgets and the segment will be applied as a filter to the rest of the dashboard. Click on the element once again to remove the segment.
Reports Available:
- Total Pipeline Value
- Total Deals
- Average Deal Value
- Win Rate
- Average Sales Cycle
- Median Sales Cycle
- Pipeline Value Year-over-Year Comparison
- Average Sales Cycle Comparison
- Deals by Stage / Status
- Top Partners by Deal Value
- Top Users by Deal Value
Filters Available
- Deal Created Date
- Deal Status
- Sales Stage
- Group
- Partner
- Account Manager
Engagement Dashboard
The Engagement dashboard contains three different dashboards to help you understand what actions partners are taking within your platform and gain a better understanding of what is working and what is not.
Content Tab
The Content tab will help you understand what type of content your system contains, when content is being added, and what content is being engaged with the most. Applying filters to this section will help you understand how various segments of partners are interacting with different types of content.
You will also be able to stack rank all of your content and sort by any column on the table to view content sorted by specific actions or total actions for a more detailed view of what content is being pinned the most, liked the most, added to playbooks, co-branded, and more.
Reports Available
- Total count of content
- Content Engagement %
- Content breakdown by Status
- Content Count by Content Type
- Content creation trend
- Top Engaged Content
- Content Engagement by likes, pins, playbooks, co-branding, views, and more
Filters Available
- Content Type
- Content Title
- Created Date
- Action
- Action Date
- Group
- Partner
- Account Manager
The content tab also provides a deep dive into the engagement of each content.
Steps for deep dive:
- Click on a content on the content engagement table
- Click on Content Details button
When viewing the detailed action report for a specific piece of content, the following insights are available:
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Overall Activity (Last 12 Months)
- A high-level summary of all interactions with the content over the past year, showcasing engagement trends and activity spikes throughout the period.
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Detailed Activity Breakdown by Action Type (Last 12 Months)
- This section categorizes every action that users can take on the content, giving a granular view of how users are engaging:
- Page Views: The total number of times the content’s page was visited.
- Content Views: Count of actual interactions with the content itself.
- Added to Likes: Number of users who have liked the content.
- Added to Pins: Number of times the content was pinned or saved by users.
- Removed from Likes: Instances where users have removed their likes from the content.
- Shared via Email: Count of times the content was shared with others via email.
- Shared via Social: Number of social media shares.
- Added to Playbooks: Instances where the content was included in user-created or company playbooks.
- Passed Quiz: Count of users who passed an associated quiz.
- Failed Quiz: Count of users who failed an associated quiz.
- Co-branded: Number of times the content was co-branded with partner logos or custom elements.
- This detailed breakdown helps identify the specific ways in which the content is being interacted with, highlighting its value in different contexts (e.g., educational vs. promotional).
- This section categorizes every action that users can take on the content, giving a granular view of how users are engaging:
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Partner Activity by Company
- A breakdown of actions on the content, grouped by company or partner.
- This view allows you to analyze how each company or partner is engaging with the content, making it easy to spot key contributors and active companies. It also aids in targeting or nurturing specific partners based on engagement.
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Group Activity by User Segment
- Displays the count of actions by user groups or segments (e.g., departments, teams, or user roles).
- This view helps identify which specific groups are most active, helping in tailoring content distribution and understanding its relevance across different teams.
Actions Tab
While the content tab provides insights into content engagement, the Actions tab provides insights into what type of actions partners are taking within the platform. You can use the filters on the right side to see how different segments of partners are engaging with the platform.
Reports Available
- Engagement Actions last 30 days
- Engagement Activity Year-over-Year Trend
- Engagement Activities by Action
- Top Content Engaged by New Users
- New User Engagement Actions
Filters Available
- Action Date
- Action Type
- Action
- Content Created Date
- Content Type
- Group
- Partner
- Account Manager
Learning Tracks Tab
This dashboard provides an overview of the top Learning Tracks completed, along with year-over-year trends and a comprehensive list of all Learning Tracks completed by users.
Filters Available
- Action Date
- Group
- Partner
- Account Manager
User Activity Tab
The User Activity tab presents a detailed, customizable table of all user actions on the platform. You can personalize the table by selecting the columns you wish to display and applying filters based on Action Date, Email, User Name, User Type, Content Title, Content Type, Action, Group, Partner, and Channel Account Manager, enabling focused and flexible user activity tracking.
Filters Available
- Action Date
- User Name
- User Type
- Content Title
- Content Type
- Action
- Group
- Partner
- Account Manager
Drill Through
The Drill-Through feature allows users to deep-dive into specific data sets behind each widget, providing detailed insights on the selected item from a table or chart. This feature enables a more granular analysis of the data, helping users understand the underlying factors driving the displayed metrics.
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Universal Drill-Through: Drill-through is available for all widgets across the dashboard, allowing comprehensive exploration of any data visualized in charts, tables, or graphs.
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How It Works:
- Right-Click Interaction: To initiate a drill-through, right-click on the widget you want to explore further.
- Popup Menu: A context menu will appear, presenting the "Drill-Through" option.
- Select Drill-Through: Once selected, a new table will open, displaying the raw data set or detailed breakdown that was used to generate the widget’s summary.
This functionality allows users to seamlessly move from high-level visualizations to in-depth data exploration, offering a powerful tool for actionable insights and decision-making.
Filtering Exploration Feature
The Filtering Exploration feature allows users to dynamically filter the entire dashboard based on specific data points selected within a chart or visualization. This interactive filtering provides a more focused view of the data set, enabling users to drill down and analyze specific segments of interest.
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How It Works:
- Data Point Selection: By clicking on a particular data point in a chart, graph, or pie chart, the entire dashboard automatically updates to reflect the data associated with that specific selection.
- Real-Time Filtering: Once a selection is made, the dashboard will filter all widgets, tables, and charts to only display data relevant to the chosen segment. This allows for an in-depth exploration of particular data points without the need for manual filtering.
- Interactive Analysis: This real-time filtering provides a more intuitive and seamless way to analyze specific pieces of data, making it easier to identify patterns, trends, and insights that may be hidden in the broader data set.
This feature enhances the dashboard's interactivity and offers a flexible, targeted way to explore data, helping users gain deeper insights with minimal effort.
Export
The Export feature is crucial for any insights dashboard, serving a wide range of use cases such as deep-dive data exploration, data integration with other systems, or creating executive reports. It enhances the usability of the dashboard by allowing users to easily extract and share data.
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Flexible Export Options:
- Users can export individual widgets, whether they're charts or tables, into commonly used formats such as .xlsx or .csv.
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How It Works:
- Hover Interaction: When you hover over a widget, three dots will appear in the top-right corner of the widget.
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Export Options: Clicking on the three dots opens a pop-over menu:
- For Charts: You can export the summarized data used to generate the chart.
- For Tables: You can export the data with the current layout, preserving filters and sorting applied within the dashboard.
- File Formats: The export feature supports both .xlsx and .csv formats, giving users flexibility in how they want to utilize or share the data.
This functionality allows users to seamlessly extract data for further analysis, share insights with stakeholders, or integrate it into other business systems, significantly boosting the dashboard’s utility and efficiency.
Scheduled Reporting
Previously, scheduled reporting was available in Looker Dashboards. However, with the transition to Power BI, the scheduled reporting feature is no longer supported.
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Real-Time Data Access: To address this, we provide access to our data connector, which allows you to pull data in real-time. This gives you the flexibility to create custom reports using the raw data, tailored to your specific needs.
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Custom Report Requests: If you have any specific reporting requirements or need assistance in generating reports, please reach out to your Customer Success Manager for further guidance and support.
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.