HockeyStack Academy - Frequently Asked Questions
This is a hands-on FAQ section where you can find guidance on how to handle your most common issues
How do I see which individuals / companies are included in a metric?
Approach 1: Create a report with an identity and/or company name breakdown.
“Identity” is a property that refers to the entity who performed the action. In the case of a marketing qualified lead, identity might be an email. In the case of an opportunity, identity might be the domain of a company (because the opportunity will not be tied to a single individual, it will be tied to the whole company).
Individuals can also possibly be tied to a company. So using a “Company Name” breakdown with both a marketing qualified lead and an opportunity will yield the company’s name if available.
Read more below:
So, building the below report:
Might deliver a result like this:
Approach 2: Click into a number in an aggregated report
All numbers in table and number reports are clickable when added to a dashboard. For example, create the below report and add it to a dashboard:
When you hover over it while in the dashboard, you can click on the button titled “See Journeys” to see the individuals and their journeys.
You can hover over numbers in a table report to see a button with the same behavior.
Approach 3: Filter on the Journeys page
Navigate to Journeys, click on the configuration icon on the top right, and click “+ Add” next to User Filters.
You can use User Filters to filter for the metric you want with the time range you want, and it will show you the individuals attached to it.
You can click on the configuration icon once again, and click “Save As New View” to make this filter easily accessible on the sidebar as a saved view.
Odin automatically answers mission critical questions for marketing teams, builds reports from text, and sends weekly emails with insights.
You can ask Odin to find out the top performing campaigns for enterprise pipeline, which content type you should create more next quarter, or to prepare your doc for your next board meeting.
Nova does account scoring using buyer journeys, helps automate account research, and builds workflows to automate tasks.
For example, you can ask Nova to find high intent website visitors that recently hired a new CMO, do research to find if they have a specific technology on their website, and add them to the right sequence.
Our customers are already managing over $20B in campaign spend through the HockeyStack platform. This funding will allow us to expand our product offerings, and continue to help B2B companies scale revenue with AI-based insight products that make revenue optimization even easier.
We are super excited to bring more products to market this year, while helping B2B marketing and sales teams continue driving efficient growth.
A big thank you to all of our team, investors, customers, and friends. Without your support, we couldn’t have grown this fast.
Reach out if you want to learn more about our new products and check out HockeyStack!
About HockeyStack
HockeyStack is the Revenue Acceleration Platform for B2B. HockeyStack integrates with a company’s CRM, marketing automation tools, ad platforms and data warehouse to reveal the ideal customer journey and provide actionable next steps for marketing and sales teams. HockeyStack customers use this data to measure channel performance, launch cost-efficient campaigns, and prioritize the right accounts.
About Bessemer Venture Partners
Bessemer Venture Partners helps entrepreneurs lay strong foundations to build and forge long-standing companies. With more than 145 IPOs and 300 portfolio companies in the enterprise, consumer and healthcare spaces, Bessemer supports founders and CEOs from their early days through every stage of growth. Bessemer’s global portfolio has included Pinterest, Shopify, Twilio, Yelp, LinkedIn, PagerDuty, DocuSign, Wix, Fiverr, and Toast and has more than $18 billion of assets under management. Bessemer has teams of investors and partners located in Tel Aviv, Silicon Valley, San Francisco, New York, London, Hong Kong, Boston, and Bangalore. Born from innovations in steel more than a century ago, Bessemer’s storied history has afforded its partners the opportunity to celebrate and scrutinize its best investment decisions (see Memos) and also learn from its mistakes (see Anti-Portfolio).
