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  • BUILDING AUDIENCES
    • How to Build an Audience
      • Primer Filter Criteria
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  • TROUBLESHOOTING CONNECTIONS
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  • UNDERSTANDING PERFORMANCE
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On this page
  • Why You'll Love It
  • Use Historical Opportunity Data to See Where You Win
  1. BUILDING AUDIENCES
  2. How to Build an Audience

Audience Summary

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Last updated 3 months ago

You can now get a clear snapshot of your audience right from the Audience Summary on the right side of your audience page.

Whether you want a quick glance or a deep dive, you can expand or collapse the panel as needed.

Why You'll Love It

The Audience Summary gives you a bird's-eye view of the makeup of your audience, breaking down key firmographics like company size, industry, and location.

  • Instant Insights: The data is shown as percentages for easy understanding, but hover over any part, and you’ll see the exact counts behind them.

  • Interactive & Dynamic: You can exclude and include attributes directly from the summary tab. These changes instantly update your filter criteria, helping you refine your audience on the fly.

To exclude, click "X" next to the selection, it will turn red. Then, press enter or choose "Estimate Now" in the popup if you'd like the audience size estimate to update.

To include, click the blue pill, and the selection will turn green. Then, press enter or select "Estimate Now" in the popup.

For example, if your audience size is bigger than expected, take a quick look at the summary to see which groups don’t fit. Exclude and Include them in just a few clicks, and boom—you’ve fine-tuned your audience in seconds.

Use Historical Opportunity Data to See Where You Win

With this feature, you can:

  • Identify which prospect attributes (e.g., revenue, industry) lead to the highest close rates.

  • Compare the average deal size across attributes and determine if it's above or below your typical deal size.

  • Understand statistical confidence with a clear confidence score.

Armed with these insights, you can optimize your audience-building efforts by targeting prospects that resemble your most successful customers, ultimately helping you iterate faster and drive better results.

Win Rates Data Not Populating: If you see a blank or grayed-out win rate column in your summary, this means there isn’t enough data to calculate and display win rates.

We require a minimum threshold of opportunities to show any data, even if the statistical confidence is low. As you connect your CRM and more opportunities are logged and closed, this data will populate over time.

Below is the list of attributes that are covered in the summary tab.

Attribute
Company / People
Description
Example

Job titles

People

Summarizes the percentage of people with various titles in the audience

Chief Marketing Officer

Seniority Level

People

Summarizes the percentage of people with various Seniority level in the audience

C - Suite

Department

People

Summarizes the percentage of people under different departments in the audience

Marketing

Companies By People

Company

Summarizes the percentage of people in a company that is in the list

50

Annual Revenue

Company

Summarizes the percentage of companies annual revenue range

1 M - 5 M

Headcount

Company

Summarizes the percentage of companies in various headcount (number of employees) range

50 - 100

Company Location

Company

Summarizes the percentage of companies in different Locations

United States

Industry

Company

Summarizes the percentage of companies in different Industries

Marketing and Advertising

Historical Win Rates provide detailed insights into your past closed opportunities by analyzing their key attributes and close rates. Using data from your CRM (more on connecting your CRM ), we enrich your opportunities with additional data points—like industry, company size, revenue, and technology stack—and analyze their impact on close rates.

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