About
Walnut's Deal dashboard gives you a complete platform to analyze and understand your deals, helping you make informed decisions at every step of the buyer's journey.
With Deals, Walnut Users will:
- Gain a holistic view of your buyer's journey, tracking interactions from the initial engagement with landing pages to current interactions with embedded demos
- Uncover hidden stakeholders that engaged with demos, offering insights into the internal progress of your deal
- Uncover potential action items that guide towards deal closure
Analyzing Demo Data
Select the deal you'd like to get insights for.
From inside the view, users will gain insights on the deal's:
1. Demo Engagement Score
A comprehensive metric derived from multiple factors including activity, stakeholders, and momentum to provide a holistic view of the buyer's interaction with the demo.
2. Associated Risks
Get notified for red flags with prospect, giving you real-time insight to help improve your pitch.
3. Demo Viewers
Learn more about who viewed your demo, even those you didn’t share the demo with.
4. Unique Demos:
The number of unique demos prospects interacted with throughout the buyer journey
5. Engagement Timeline
Displays all identified demo views associated with the deal, derived from manual connections or successful automatic associations.
Including the following data points:
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Starting Point
- The earliest demo view associated with the deal
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End Point
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Events Included
- Demo Views, CRM changes, transitioning of stages
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Bounced Sessions
- Dark gray markings on the engagement timeline represent bounced sessions. Toggle off the 'Hide Bounced Sessions' option to exclude them from the timeline. Learn more about how we calculate bounced sessions here.
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Prospect interactions
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When you connect your CRM, we pull not only your deals information but also all interactions and activities and tasks associated with each deal, which will be displayed on the Engagement Timeline for every deal.
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The timeline displays all activities from a specific opportunity without filtering. In our 'Deal View', activities are categorized based on their type or subtype properties (as defined in Salesforce):
1. Email
2. Meeting
3. Call
4. Demo
5. Other
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6. Demo Sessions Data
Click into one of the red circles in the timeline, or expand the demo views to gain insights into your prospect's demo interactions. This session data includes insights about:
- Demo Completion Rate - the number of unique screens viewed divided by the number of unique demo screens
- CTA (Call to Action) - identify successful CTA buttons
- Top Performing Screens - Explore the top screens your prospects interacted with, sorted by the time spent on each screen. (If your demo has sections, we will display the 'Top Sections,' and you can easily navigate between the two).
- Top Performing Guides - Explore the top guides your prospect interacted with, sorted by the completion rate of each guide