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Insights: Intent Signals

Updated over a month ago

The Intent Signals dashboard helps you monitor buying signals and identify high-intent prospects by analyzing visitor behavior, engagement patterns, and predictive buying stage progression. Track prospects showing strong purchase intent and optimize your sales outreach timing with data-driven insights.

When to Use This / Prerequisites

When to Use Intent Signals:

  • When monitoring prospect engagement and buying behavior patterns

  • To identify high-intent visitors requiring immediate sales attention

  • To track predictive buying stage progression across your prospects

  • When analyzing prospect engagement trends

Prerequisites:

  • The Sona tracking pixel must be active on your website

  • Access to the Intent Signals dashboard as part of your package

  • Intent signal tracking configured and collecting data

  • Predictive buying stage configuration (necessary for the predictive in-market dashboard)

  • CRM integration setup (optional but recommended for enhanced tracking)

Step-by-Step Instructions

A. Accessing and Understanding the Dashboard

Step 1: Navigate to Intent Signals

  1. Log into your Sona dashboard

  2. In the left sidebar, locate the Insights section

  3. Click on Intent Signals

  4. You'll see the main Intent Signals dashboard with key metrics and predictive stage analysis

Step 2: Set Your Date Range

  1. Use the date picker in the top section (showing last month by default)

  2. Select your desired time period using the dropdown menu

  3. The dashboard will update to reflect your selected timeframe

  4. Use the Compare checkbox to compare with previous periods

B. Understanding the Four Key Metric Cards

Step 3: High-Intent Visitors

  1. Review the High-Intent Visitors metric card

  2. This shows the count of visitors with intent scores

  3. These are prospects showing the strongest buying signals and engagement patterns

  4. Focus sales attention on these high-scoring prospects

Step 4: Intent Score Average

  1. Monitor the Intent Score Average percentage

  2. This represents the average intent score across all tracked visitors

  3. Use this metric to understand overall engagement quality trends

  4. Compare across time periods to identify improving or declining engagement patterns

Step 5: Predictive Stage Change

  1. Review Predictive Stage Change showing active prospects

  2. This metric tracks how many prospects are moving through buying stages

  3. Active prospects indicate healthy pipeline progression

  4. Use this to monitor overall sales funnel health and momentum

Step 6: Last Engaged Count

  1. Check the Last Engaged Count metric showing prospects requiring attention

  2. This identifies contacts who may be cooling off or need follow-up

  3. Use this as a trigger for re-engagement campaigns

  4. Prioritize outreach to prevent prospects from going cold

C. Analyzing the Predictive-In-Market Visualization

Step 7: Understanding Buying Stage Distribution

  1. Review the Predictive-In-Market bar chart visualization

  2. This shows how prospects are distributed across buying stages:

    • Awareness: Early-stage research and problem identification

    • Consideration: Active evaluation of solutions

    • Decision: Final vendor selection and negotiation

    • Purchase: Prospects who have made or are finalizing their purchase

Step 8: Filtering and Analysis Options

  1. Use the First Touch Channel Source filter to analyze prospects by acquisition channel

  2. Set ICP Fit Score range using the "From" and "To" fields

  3. Click Apply to update the visualization with your selected filters

  4. Use these filters to focus on specific prospect segments or acquisition channels

Key Concepts / Best Practices

Understanding Intent Scoring

  • High-Intent Scores: Prospects showing strong buying signals through multiple engagement touchpoints

  • Intent Score Average: Baseline metric for overall prospect engagement quality

  • Predictive Scoring: Uses behavioral analysis to predict buying stage and purchase intent

  • Signal Quality: Recent and frequent engagement indicates higher purchase intent

Buying Stage Intelligence

  • Predictive Stages: Algorithmically determined based on behavioral patterns

  • Stage Progression: Monitor how prospects move through awareness, consideration, decision, and purchase

  • Active Prospects: Contacts showing ongoing engagement and stage progression

  • Stage-Based Outreach: Tailor messaging and approach based on predictive buying stage

Alert and Action Triggers

High-Priority Actions:

  • Immediate outreach to visitors with high intent scores

  • Re-engagement campaigns for prospects in "Last Engaged" count

  • Customized messaging based on predictive buying stage

  • Follow-up scheduling based on engagement patterns and stage progression

Monitoring Alerts:

  • Declining intent score averages indicate warning engagement

  • Increasing last engaged counts suggesting prospects cooling off

  • Stagnant predictive stage progression indicating pipeline concerns

  • Unusual buying stage distribution patterns requiring investigation

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