In this guide, we'll explore how to effectively use the Aidentified dashboard to monitor your wealth trigger events. The dashboard is designed to provide a comprehensive view of trigger alerts and insights into your network.
Dashboard Overview
At the top of the dashboard, you'll find a snapshot of all the trigger alerts identified by the database over the past week. This provides a quick overview of recent activity.
New Wealth Trigger Events
As you scroll down, you'll encounter the New Wealth Trigger Events section. This area focuses on your saved searches and the trigger events related to individuals captured within those searches.
Example: An account with a saved search for female C-suite executives in Los Angeles will display various trigger alerts involving prospects from this search over the last 30 days.
Each individual tile provides details about the trigger, including its value, date, and type. You can sort these events by trigger date to view them in chronological order, and choose to see events from the past two weeks or the past month.
Network DNA and Weekly Engagement
At the bottom of the dashboard, you'll find your Network DNA, which provides insights into your connections across various industries, cities, states, companies, and universities.
Below the Network DNA, the Weekly Engagement section offers a quick snapshot of your account accomplishments over the prior week.