Stakeholder list and summary cards

Stakeholder summary cards

Stakeholder list and summary cards

The Stakeholders list is the fastest place to scan people in your workspace. Use it to compare media impact, find a person, and open the full stakeholder record.

Stakeholder summary cards

The card row summarizes stakeholder media impact across the current workspace view.

What The Summary Cards Show

CardWhat it represents
EngagedPeople with stronger tracked engagement evidence.
AwarePeople with meaningful impression evidence.
ReachedPeople with basic reach evidence.
Not ReachedPeople without visible reach evidence.
Total StakeholdersAll stakeholders visible in the current workspace.

Clicking a media-impact card can narrow the list to stakeholders in that state when the product view supports card filtering.

How To Read The Table

Stakeholders list overview

The table combines person identity, account context, media impact, targeting, contact actions, and sortable media metrics.

ColumnUse it for
KeySee whether the stakeholder is marked important.
First Name / Last NameConfirm the right person.
PositionUnderstand role and seniority.
AccountConfirm the linked company.
Market SegmentCompare stakeholders by account segment.
Media ImpactPrioritize people by engagement evidence.
TypeTrack stakeholder role in the buying process.
All-time Ad ClicksRank stakeholders by click activity.
All-time Ad ImpressionsCompare total reach volume.
Last click report daySee when the latest click was recorded.
Last Ad CTA ClickedSee the content or CTA that received a click.
Media UpdatedCheck freshness of media data.
Ad TargetingSee or update targeting inclusion.
Email / LinkedInCopy or open contact/profile details.
LocationCheck country or region.

Horizontal scrolling is expected on this wide table. If a column is not visible, scroll the table before assuming the field is missing.

Useful Review Patterns

  1. Sort by All-time Ad Clicks for the most responsive stakeholders.
  2. Sort by All-time Ad Impressions for the most exposed stakeholders.
  3. Combine Media Impact, Type, Position, and Account before deciding outreach.
  4. Open the stakeholder detail page before making a CRM or targeting change.

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