Performance
Track and Analyze Your Campaign Results
By Sharon and 1 other2 authors19 articles
- How to Use the Revenue Engine in Alta (Track Your Funnel from Leads to Revenue)Build a live picture of your revenue funnel: define milestones like Leads, MQL, Opportunity, and Won Deal, attach metrics to each, and track volumes and conversion rates across stages.
- How to Build a Pivot Table in Alta (Compare Measures Across Two Dimensions)Cross-tabulate any measure by two dimensions in the Data Explorer — one across the columns, one or more down the rows — with a built-in Total row and expandable groups.
- How to Build a Cohort Chart in Alta (Track Retention Over Time)Use the Data Explorer's Cohort visualization to group records by when they started and track how a measure evolves in the periods that follow — retention, repeat purchases, or any…
- How to Create and Manage Metrics in AltaDefine reusable metrics from a measure or custom SQL, set breakdowns and formats, and manage tracking, hiding, duplicating, and deleting from the Metrics page.
- How to Filter a Dashboard in Alta (Date Ranges and Field Filters)Use the dashboard filter bar to apply a date range or field-level filters across every widget at once, then apply them one-off or save them to a view.
- How to Build a Funnel Chart in AltaVisualize step-by-step conversion — like Leads → MQLs → Opportunities → Closed Won — with the Funnel visualization in Alta's Data Explorer.
- How to Share a Dashboard in Alta (Users, Teams, and Public Links)Share a dashboard with specific users or teams, set account-wide access, or publish a view-only public link anyone on the web can open — all from the Share dialog.
- How to Build a Chart with the Data Explorer in AltaUse the Data Explorer to build a chart or table from any metric or model, filter and refine it, and save it as a widget on a dashboard.
- How to Add a Forecast or Goal Line to a Chart in AltaOverlay a projected forecast and your KPI goal line directly on a metric series in any Alta chart, so a dashboard shows where a number is trending and whether it's…
- How to Use Insights in Alta (AI-Generated Metric Insights)Alta automatically analyzes your tracked metrics and surfaces what changed and why on the Insights page — explore each insight, ask AI about it, and send it to your team…
- How to Add Widgets and Dashboard Templates from the Marketplace in AltaBrowse Alta's Marketplace to drop pre-built widgets and full dashboard templates onto any dashboard — search by integration, model, or team, then add with one click.
- How to Save and Switch Dashboard Views in AltaSave filtered, date-scoped versions of any dashboard as named views — switch between them, rename, and delete — all from the view switcher and the Filters toolbar.
- How to Highlight Table Values with Conditional Formatting in AltaUse Conditional Formatting to color-code cells or rows in a dashboard table — set a rule, pick a background color, and apply it to a cell or the whole row.
- How to Create and Track Goals & KPIs in AltaSet a target on any metric, break it down by segment, and track progress by month, quarter, or year — all from Track → Goals & KPIs.
- Performance Metrics DashboardThe Performance Metrics Dashboard provides insights into campaign and team performance. It helps you understand what is working and optimize future campaigns based on real data.
- Email Tracking Accuracy: Advanced Bot Detection System
- How to Schedule a Dashboard or Metric Delivery in AltaSet up a recurring email or Slack delivery of a dashboard, metric, or report — daily, weekly, or monthly at the time you choose.
- How Alta Protects Your Email DeliverabilityLearn how Alta keeps your emails out of spam — automatic mailbox protection, health monitoring, spam checks, and deliverability-safe defaults.
- How Alta Protects Your LinkedIn Deliverability