Would you rather watch a video to learn about your Crossbeam dashboard? Check our our dashboard video tutorial.
Once your Crossbeam account is fully onboarded, the Crossbeam dashboard is the first page you'll see whenever you log in. This page provides two key pieces of information: a high-level view of the largest data overlaps and a timeline of the most recent new events involving the people and companies in your data.
The Top Overlaps Chart
This is the colorful chart at the top of your dashboard. Crossbeam creates this chart by analyzing every possible overlap in your entire partner ecosystem. We compare each of your populations across every population of every partner, looking for the permutations that result in the largest overlaps.
The chart displays the top five highest overlaps, giving you a sense of the partners and populations who play are the biggest players in your ecosystem. Because this is such a high-level analysis, these results don't change too often.
The Overlap Activity Feed
The rest of the dashboard is made up of the Overlap Activity Feed, a running list of the newest overlaps that exist in your populations.
Keep in mind that new overlaps can happen for one of two reasons: A new person or company enters your population, or a new person or company enters a partner's population. As a result, new overlaps could appear in your dashboard on a regular basis even when your data hasn't changed at all -- as long as your partners have data that is updating, your Overlap Activity Feed might contain have new information.
The columns in the Overlap Activity feed are:
Record: This is the person or company that is newly overlapping between you and a partner. The small blue text beneath record name tells you which of your populations this record is from. For example, in the third row of the screenshot above, we know this update is about the company Origami Risk which appears in your Active Clients population.
Overlapped With: This is the partner whose data also contains this record, along with the name of the population in which that record appears. In the case of Origami Risk, we can see that it overlaps with the Leads population of your partner Sabre.
Entered: This column indicates whose data changed to create this new overlap, as represented by the logo of the company with new data. For Origami Risk, we can see from the logo that it was Sabre's data that changed.
Details: This is an extension of the "Entered" data, telling you in plain English what change caused this new overlap to appear. In this case, Origami Risk entered Sabre's Leads population.
Time: This tells us how recently the change described in "Details" took place. Since most Crossbeam users update their data several times a day, it is quite common for the most recent data points to be just a few minutes or hours old.