The Customer Alliance team is excited to announce that as of Friday morning, there is an advocate-focused dashboard in JMP Live!
Access it here.
Why this matters - and why you need it
This dashboard was built to centralize all of our advocate data in one easy-to-use, searchable location – and embedded right into JMP Live, where you already work every day. No more digging through emails, spreadsheets, or that pile of advocate notes on your desk that hasn’t been touched in eight months.
If you’re in Sales, this is your new shortcut to identifying the right people to help deals move faster. Preparing for a big meeting? Looking to leverage customer success stories? Planning a territory strategy with your team? The Advocate Reporting dashboard gives you the insight you need, right when you need it.
What's inside the Advocate Reporting Dashboard
Here’s an overview of the four main elements and how to use them:
1. Advocate tiers tabulate
Quickly see how many accounts your team has with a single advocate, some advocates, or many advocates. Use this to spot gaps, target training needs, or save opportunities to grow advocates in an account.
2. Salesforce contact links tabulate
Gold for Sales. This view is your direct link to all 1,700+ advocates' Salesforce contact records. Filter it down to your territory or use identifying advocate characteristics, then click through the contacts to connect with the right advocate to help you close.
3. Advocacy per Account by Industry
This tree map groups accounts by industry and sizes them based on the number of advocates per account. Use it to pinpoint your most advocate-rich accounts or find where to build more support.
4. Advocates by Referenceability Type
With this bar graph, get a high-level view of the kinds of activities advocates are willing to do: reference calls, success stories, presenter opportunities, etc. While this is the only element that isn’t interactive, it’s still perfect for answering “How many advocates are open to doing X?”
Coming soon...
We aren’t done yet. Here’s what's next:
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LinkedIn profile links, so you can connect or directly message with advocates.
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Advocate engagement scores show a clearer view of how recently and actively advocates have been involved.
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Request items from Sales, as we’d like to make this as valuable for each team as possible. Please reach out with suggestions!
Your move.
This dashboard was created to help Sales win. Use it to make smarter decisions in supplementing deals and reduce the time spent looking for the right references. It’s also a powerful tool for User Enablement and Field Marketing – this data can be used to find advocates to involve in your campaigns or user events.
Start exploring today and encourage your team to do the same! We will be closely monitoring usage and feedback, and look forward to hearing what is needed next.
