The Data Activation dashboard enables you to monitor three key capabilities: account enrichment, web visitor reporting, and intent signals. This dashboard provides real-time insights into how many accounts you're enriching, how many anonymous website visitors you're identifying, and where you're calculating intent signals to understand buying behavior
When to Use This / Prerequisites
When to Use This / Prerequisites
To regularly monitor data activation metrics
When analyzing website visitors and their engagement patterns
To understand identified accounts by revenue, employees, industry, or marketing channel source
Prerequisites:
Sona tracking must be installed and active on your website
Access to the Sona Data Activation dashboard which becomes available after onboarding setup
Sona pixel added to your website (for identified account segmentation features)
Step-by-Step Instructions
Step-by-Step Instructions
Accessing and Understanding the Dashboard
Accessing and Understanding the Dashboard
Step 1: Navigate to Data Activation
Log into your Sona dashboard
In the left sidebar, locate the Insights section
Click on Data Activation
You'll see the main Data Activation dashboard with performance metrics and charts
Step 2: Set Your Date Range and Comparison
Use the date picker in the top right (showing last month by default)
Select your desired time period using the dropdown menu
Check the Compare box to compare current performance with a previous period
The dashboard will update to reflect your selected timeframe
Interpreting Key Metrics
Interpreting Key Metrics
Step 3: Review Account Performance Metrics. Examine the four main metric cards at the top:
Enriched Accounts: Accounts enhanced with additional firmographic data, such as company size, revenue, technologies, and social profiles during the selected time period.
Identified Accounts: Number of unique accounts identified from website traffic in the selected timeframe.
Accounts with ≥1 Intent Signals: Accounts showing buying intent through page visits, content downloads, or similar behaviors during the selected time period.
Accounts with ≥1 Engagement Trend: Accounts exhibiting engagement trends that indicate sales readiness during the selected time period.
Step 4: Analyze Web Visitor Activity
Look at the Web Visitors chart in the bottom left
Review the total visitor count
Examine daily visitors counts to identify patterns
Use this data to understand your website traffic fluctuations
Using Account Segmentation
Using Account Segmentation
Step 5: Explore Accounts by Segments. Navigate to the Identified Accounts by Segment section:
Click on the available segmentation tabs:
By Revenue Range: Segment accounts by company revenue size
By Employee Range: Group by the number of employees count
By Industry: Group by industry segment
First Touch Channel Source: Group by the first marketing interaction
Dashboard Optimization
Dashboard Optimization
Step 6: Use Time Period Comparisons
Enable the Compare checkbox to see period-over-period changes
See % changes for the time periods compared
Identify trends and seasonal patterns for different time periods
Key Concepts / Best Practices
Key Concepts / Best Practices
Understanding Account States
Enriched Accounts: Accounts enhanced with firmographic data like number of employees, revenue, social profiles, and more, most valuable for scoring accounts and sales outreach
Identified Accounts: Unique accounts identified from website traffic during your selected timeframe, the foundation for additional insights
Accounts with ≥1 Intent Signals: Accounts showing buying intent through behaviors like page visits, content downloads, or engagement signals
Accounts with ≥1 Engagement Trend: Accounts exhibiting engagement trends over time that indicate sales readiness
Interpreting Visitor vs. Account Metrics
The relationship between web visitors and identified accounts helps you understand your account identification rate. With more identified accounts, you gain additional insights into prospect interests and timing considerations.