Interactions User Adoption Reporting in Application Usage Insights

User adoption reporting for Interactions is available in Application Usage Insights with a new Interactions dashboard tab. This dashboard shows the usage, adoption and creation of Interactions by sales teams. Analyses delivered include the total accumulated growth of Interaction records over time, number of new Interactions records created by day segmented by Interaction channel type, how the creation of new Interactions records changes compared to previous periods, and other metrics. Metrics distinguish between Interactions created automatically from those created manually, and which business activity type the Interaction was created for such as those related to Opportunities, Accounts, Activities, and more. Analyses can be filtered by sales team member, sales team manager, region, and role.

This feature enables sales managers to understand if sales teams use Interactions as a sales best practice, and to what degree. This delivers to sales managers insights into which sales teams and sales team members actively engage with customers and prospects to move leads and opportunities forward through the use of Interactions. It also enables sales leadership to correlate degree of Interaction usage to sales success.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1) Use the object drop-down selector at the top of the dashboard to pick which object to report interactions against. For example, selecting the Account object reports the count of all Interactions associated with the Accounts object. This includes Interactions logged directly against an Account, as well as all Interactions logged against objects associated with the Account.

2) Only one object can be selected to be reported against, subject to the behavior highlighted in the tip above. A count of Interactions across all objects, or selection of multiple objects in the object drop-down list, is not supported at this time. 

3) Use the Automatic and Manual radio buttons to filter the dashboard for Interactions created automatically vs. Interactions created manually. Either Automatic or Manual can be selected, but not both at the same time.

4) The Interactions chart shows the number of Interaction records created by day, segmented by channel. The display of this chart defaults to show all channels. Users can interact with this chart to show only selected channels by clicking on the channel name underneath the chart. Clicking alternatively on the channel name will hide and expose the channel in the chart.