Understanding the Drift Dashboard

When you log into Drift, you will see a dashboard full of a treasure trove of information. But your first question, maybe, is what data am I getting here?

Today, we are going to provide a rundown of your Drift dashboard.

Drift Overview

The first one gives you an overview of how Drift is performing for you to be able to gain quick insight.

  1. The number of conversations that happened in the timeframe
  2. The number of emails Drift captured for you, both from any default email capture settings and also from email capture questions in playbooks
  3. The number of CQLs (Conversation Qualified Leads) that were marked
  4. A day-to-day graph of the statistics you selected. (Click on another to change it and dive deeper)
  5. The number of conversations that happened in the timeframe
  6. The number of emails Drift captured for you, both from any default email capture settings and also from email capture questions in playbooks
  7. The number of CQLs (Conversation Qualified Leads) that were marked

Influenced by Drift

If you have Drift connected with Salesforce, you will gain what is known as a revenue dashboard. Note: The Salesforce Integrations is available on our paid plans.

The three statistics seen here are:

1) Opportunities being generated by Drift, t

2) The dollar amount of pipeline influenced

3) The dollar amount generated by deals marked as closed-won in SFDC

Meeting Report

We also offer an overview report of the meetings your team has booked through Drift. The date range follows the filter you set at the top of the dashboard page.

Along with a line graph showing the cumulative booked meetings within the timeframe, there's also a table showing the top 5 members of your team in terms of meetings booked.

Conversations Report

Lastly, below your overview dashboard will be a quick view of your conversation stats. You can see a graph of conversations per day, along with a heat-map of when new conversations are started.

Have more questions about the Drift Dashboard? Comment below, and we would be happy to help.

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