Financial lifecycle audience overview widget

Populate your Engage dashboard with widgets visualizing the relevant data and set the filters and layout for easy comparison of the numbers. This article is focused on the widget Financial lifecycle audience overview.

The Financial lifecycle audience overview widget provides an overview of audience segments across the customer lifecycle.

Widget settings

Title [User-defined Title]

Enter a distinctive name for this widget reflecting the specific analysis of financial metrics for the different lifecycle audiences.

Contact Type

Select specific contact type for analysis. By default, data for all contact types is included, providing a comprehensive view of audience segments.

Country

Choose the country for which you wish to view audience lifecycle data. By default, data for all countries is included, offering a global perspective on financial audience segments.

Lifecycle Audience

Choose the audience segment relevant to the financial metrics for the different lifecycle audiences.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.