The Team dashboard provides you with insight across all of your team's Turtl content. Here, you can find out how many contacts you have overall within your team, how they are reading your Turtl Docs, and which Docs are the most popular.

Accessing the Team dashboard

Notes:

If you think your analytics data looks incorrect, remember to check if you have any filters already applied and clear them by clicking on each filter individually.
Users who are logged into Turtl won’t be counted in any of the analytics. If you need to test whether your analytics are pulling through as expected, use an incognito tab in your browser. Please also allow 5 minutes for your dashboards to update with the most recent data.

To access the Team dashboard, press "Analyze" in the left toolbar.

Navigating the Team dashboard

The dashboard is split into 4 tabs: Audience, Content, Personalization, and Revenue. You can navigate between these near the top of the dashboard.

There are filters at the top of the dashboard to select from. The available filters vary between the tabs, and you will see any unavailable filters greyed out. By default, you can see one row of filters, but simply click on the "More" on the top right of the filters to show all filters available.

Using tables in the dashboard

Tables appear throughout the dashboard, and their columns will vary depending on the tab and filters selected. Across all tables, you can use the following functionality.

You can show/hide any of the available columns by clicking the button in the top right corner of the table.
You can sort any of the tables by clicking on any of the column headers. You’ll be able to see how the table is currently sorted as an arrow will appear next to the column header.
You can search tables using the Refine by name field next to the table title.

There is a number in brackets next to the title column of each table. This number shows the number of rows within the table.

Audience tab

The audience tab is where to go to view data about the audience of your content, as well as dive into individual contact behavior.

Filters

You can filter the data in the following ways by using the dropdown menus at the top of the page:

Timeframe (defaults to last 30 days)
Source
Device
Country
UTM sources
UTM mediums
UTM campaigns
UTM terms
UTM content
All accounts
Labels
Workspaces
Created by — this refers to who created the content
Personalized by — this refers to who created the personalization
Content types
Topics
Formats
Content — filter the dashboard by any of your content
Has personalization
Personalization type — Self-service / Public / Batch / Automated
Personalization has analytics — Yes/No
Contact type

Key metrics

The below key metrics are available on the audience tab:

Account intent — accounts broken down by intent level: High, Med, and Low. Intent is calculated based on each account’s average engagement score relative to your team’s average over a rolling 30-day window. Accounts scoring at least 20% above the average are marked High; those scoring at least 20% below are marked Low; the rest are Med.
Accounts — the number of known accounts
Contacts — split into Known and Unknown contacts
Repeat reads — split into Returning contacts and Multi-content contacts

Contact engagement over time

The graph shows unique contact reads over the filtered time period, split into Known and Unknown. Hover over the graph on a particular date to see the specific numbers for that date.

Accounts and Contacts tables

The lower section of the Audience tab contains two sub-tabs: Accounts and Contacts.

Accounts shows a list of accounts and their associated metrics:

Intent — High, Med, or Low, based on engagement relative to your team's average
Avg. engagement — the account’s average engagement score
Contacts — number of contacts associated with the account
Buying stage
Target
Topics — the topics the account’s contacts have been engaging with

Contacts shows a list of individual contacts and their associated metrics:

Account — the account the contact is associated with
Engagement — the contact’s engagement score
Source
Store
Docs — number of Docs read by the contact

You can search either table using the Refine by name field, and download the data using the Download as CSV button.

Content tab

The content tab is where to go to view data across your content, including the ability to deep dive into performance across workspaces, topics, labels, content types, sources, devices, and locations.

Filters

The Content tab shares the same filter set as the Audience tab. By default, only the first row of filters is shown. Click More on the right to expand all available filters, or Reset / Less to collapse them and clear any applied filters.

Key metrics

The key metrics on the Content tab are grouped into three sections:

Reads & reach
- Reads — the total number of times your Docs have been opened and viewed
- Shares — the total number of times your Docs have been shared using the Turtl share button
Read time
- Avg. Read Time — the average amount of time contacts spent reading your Docs
- Total read time — the combined read time across all your content within the selected filters
Contact engagement
- Avg. % of content read — the average percentage of each Doc's content that contacts scrolled through
- Bounce rate — the percentage of reads where the contact left without meaningfully engaging with the content

Reads over time

The graph shows total reads as a bar chart over the filtered time period. Hover over the graph on a particular date to see the specific number of reads for that date.

Table view

There is a table that goes into more detail on your content. By default, the table shows a list of content and their associated metrics, but you can switch to view by other dimensions using the Viewing dropdown above the table. You can also search within the current view using the Refine by name field, and show or hide columns using the column picker in the top right corner of the table.

Available dimensions include:

Content
Workspace
Content type
Topics
Labels
Source
Location
Device
UTM Campaign
UTM Medium
UTM Source
UTM Content
UTM Term

The following columns are available across all dimensions:

Engagement Score
Avg. Read Time
Reads
Readers
Sign-ups
Shares
Bounce rate
Personalizations — count of personalizations created
Avg. % of content read
PDF downloads
Content type
Topics
Publish date — the date each piece of content was originally published
Last read — the date each Doc was last read (even if it wasn’t within the current timeframe filter)

Personalization tab

The personalization tab is where to go to view data across all your personalizations, as well as dive into the performance across top base content, personalizers, and personalizations.

Filters

The Personalization tab shares the same filter set as the Audience and Content tabs. By default, only the first row of filters is shown. Click More on the right to expand all available filters, or Reset / Less to collapse them and clear any applied filters.

Key metrics

The following key metrics are available on the personalization tab:

Personalizations created — total number of personalizations created within the selected filters
Personalizations read — personalizations with at least one read
Avg. Read Time
Readers
Total read time — across all personalizations
Shares
Bounce rate

All Personalizations table

The table shows all personalizations and includes the following columns, all of which can be toggled on or off using the column picker in the top right corner of the table:

Last read — the date each personalization was last read (even if it wasn’t within the current timeframe filter)
Created — the date the personalization was created
Avg. Read Time
Reads
Readers
Sign-ups
Shares
Bounce rate
PDF Downloads

You can search the table using the Refine by name field.

Revenue tab

The revenue tab is where you go to analyze your content's performance through the lens of revenue and see which Turtl content drives the most revenue.

The top of the Revenue tab shows three headline figures:

Influenced Revenue — total value of closed-won deals influenced by Turtl content, shown alongside the total value of all closed-won deals
Influenced Pipeline — total value of open deals influenced by Turtl content, shown alongside the total pipeline value
Influenced Deals — total number of unique influenced deals, shown alongside the total number of deals

Below this, a comparison row shows how Turtl-influenced deals perform against other deals across three metrics:

Deal Win Rate — percentage of closed-won deals out of total closed deals
Avg Selling Price — revenue divided by the number of closed-won deals
Avg Time to Close — how long it takes to close a deal, on average

Opportunities

This section shows a table of companies with open pipelines that have Turtl influence, helping sales teams prioritise outreach to accounts showing strong engagement signals. The following columns are available via the column picker:

Company
Intent — High, Med, or Low, based on engagement relative to your team's average
Deal name
Potential value — the value of open deals associated with each company
Contacts — the contacts associated with relevant open deals in your CRM
Last engaged — the last time any known contact associated with relevant open deals read Turtl content
Engagement score — sum engagement score across known contacts associated with relevant open deals
Interested in — the topics that known contacts have been engaging with, in order of high to low engagement
Deal open for — current date minus deal start date

Revenue Drivers

This table shows what’s driving pipeline and revenue performance across different dimensions.

Use the "Viewing" dropdown to switch between dimensions:

Content
Content type
Source
Location
Device
Workspace
Topics
Labels

The following columns are available via the column picker:

Revenue — total value of closed-won deals influenced by Docs within each dimension
Revenue %
Won Deals — number of closed-won deals
Closed Won ASP — revenue divided by number of closed-won deals
Pipeline — total value of all open deals
Pipeline Deals — number of deals behind the pipeline number
Pipeline ASP — pipeline divided by number of pipeline deals
Win Rate — percentage of closed-won deals out of total closed deals
Topics
Labels
Published

To see a full breakdown of which deals have been influenced, click "Show influenced deals breakdown" at the bottom of the section.

Downloading your analytics

There are two reports that you can download from your dashboards using the "Download" button on the top right of the dashboard: an Overview report and a Reads report with more metrics available.

Find out more about the Overview report and the Reads report.