Dashboard · Insights
Sales Insights
Sales-ready contacts and accounts showing buying intent across your website, content and meetings. Where Traffic Insights is for marketing, this page is for whoever picks up the phone: who is hot right now, which meetings are coming up, and which companies are reading without having told you yet. It is hidden for a customer-support agent.
Period and filters
Choose Last 30 days or a completed calendar quarter; the in-progress quarter is not offered. The 30-day view is live-leaning, with Active <1h and New markers; a quarter view is historical, and ranks hot contacts and companies by their engagement at the time rather than replaying activity. Meeton assists only narrows contacts to those with a Meeton conversion event, as on the Insights overview. Connect your CRM appears where a section needs deal outcomes.
Inbound: funnel, hot contacts and meetings
The KPI row: engaged companies, new contacts, meetings, contact → meeting rate, pipeline influenced, hot contacts, average time to convert and average time to book. Each count opens a drill-down list. Pipeline influenced sums deal amounts, so it asks for a default deal currency if none is set and notes when deals span several currencies.
Leaderboard
How your team's sales metrics rank against other DynaMeet teams: contact → meeting rate, meeting → won rate, speed to lead, speed to meeting and cycle time to won, each marked higher- or lower-is-better, with a percentile, an AI key insight and a recommendation. Won-rate benchmarking needs deal outcomes from HubSpot or Salesforce. Suppression rules are the ones on the overview.
Speed to lead is inside-sales shorthand for how fast a new lead gets a first response; cycle time is how long from first contact to a won deal. Both are standard sales-ops metrics, and both are measured here from Meeton's own timestamps and your CRM's deal dates.
Outbound: hot companies and accounts
The second half is about companies rather than people.
An account's detail shows visitors, sessions, pages viewed, the contacts at the company (and how many visitors are not identified yet), firmographics (industry, employees, capital, location, phone, website, founded, president, listing) and a page-level timeline for the period.
Export
Export PDF writes a Pipeline Insights report with the inbound and outbound sections, available once the page has finished loading. Long lists are truncated with a count of what is left in the app.
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| No completed quarters yet | The workspace is younger than one full calendar quarter | Use Last 30 days until the first quarter closes. |
| Pipeline influenced is empty or asks for a currency | No default deal currency, or no deals synced | Set the currency from the link; connect HubSpot or Salesforce for deal amounts. |
| Meeting → won is Not enough data | No deal outcomes from a CRM | Connect the CRM, or add deals on contacts by hand; see Deals. |
| Lookalike accounts shows no profile | Too few contacts at companies with firmographics | It fills in as contacts accumulate; nothing to configure. |
| A hot contact is a colleague | Internal testers browse purchase pages too | Label them Test on the visitor or contact; they leave the lists. |
Frequently asked questions
What makes a contact hot?
Their current intent level and score, the same ones shown on the record and explained on the Dashboard overview: a booked meeting, purchase-page reading after research, and the medium-level signals behind it. The Why now column names the deciding signal.
Why are companies on this page not in my Companies tab filter?
They are the same companies; All accounts simply pre-filters to companies without a contact. The Companies tab shows all of them.
Does the ICP update itself?
Yes. It is recomputed from the companies where you currently have contacts, so it moves as your customer base does.