🔍 Data Explorer

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🏢 - accounts 📍 - venues 👥 - leads

💡 Click operators to toggle AND/OR. Tags use OR logic.

⚡ Advanced Query Builder

Groups are combined with the operator shown between them

📝 Query Expression (editable - type or paste!)

⚠️ Text modified - click "Parse Text" to update visual groups, or "Apply Query" to run as-is

Syntax: Field: Value | Field: (Val1, Val2) for OR | Field: (Val1 + Val2) for AND | Groups separated by AND/OR

Click a field to insert, click value to add to query

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🔍 Filter Dataset

0 active ▼

🏢

Account & Ownership CRM data: industry, sales team, account owners, business intel

INTERNAL 0 active ▼

💡 What this does: Filter by CRM/Salesforce data. Account Type separates clients (with venues) from prospects. Use Sales Team and Owner filters to see your territory. BI Keywords search enriched company data.

Account ?

📊 CRM & Territory

Account Type ?

Industry ?

Sales Team ?

Account Owner ?

Has BI Intel ?

🧠 Business Intelligence Search

BI Keyword Search ?

BI Inferred Tag ?

🤖

CRM & Predictions Revenue bands, subscriptions, ML predictions, product mix

ML 0 active ▼

💡 What this does: Filter by CRM firmographic data and ML model predictions. Combine with venue/lead filters for cross-dimensional queries (e.g., "CA event sponsors without ICA membership").

📊 Subscription Products

DEN Status ?

DGN Status ?

ICA Status ?

ITX Status ?

💰 Revenue & Firmographics

Revenue Band ?

Employee Count ?

Revenue Direction ?

Product Mix ?

🧠 ML Predictions

Predicted Revenue ?

Churn Risk ?

Segment ?

Usage Tier ?

Has Active Subscription ?

🎪

Venue & Event Filters Filter by trade show, event type, year, and attendance

0 active ▼

💡 What this does: Narrow down to specific events or show types. Event Category groups similar shows (Law Enforcement, Fire/EMS, etc). Use Venue Search to find specific sessions.

Event Category ?

Year Range ?

Venue / Session Search ?

👤

Contact & Demographics Filter by location, job title, role, and department

0 active ▼

💡 What this does: Find the right people. Job Function = department (IT, Procurement). Job Role = seniority (Director, Manager). Agency Function = what the agency does (Police, Courts). Attended = visited your booth.

State / Region ?

Job Function ?

Job Role / Seniority ?

Agency Function ?

Attendance Status ?

Badge Scanned ?

Gov Branch ?

🏆

Lead Attribution & Jurisdiction Filter by contract wins, influence timing, and award data

0 active ▼

💡 What this does: Links leads to contract awards. "Attributed" = lead's jurisdiction awarded a contract to a matched account. "Influence Window" = lead attended BEFORE the award (most valuable for ROI).

Attribution Status ?

Match Confidence ?

Has Awards ?

📋 Award Details (Optional - for deeper analysis)

Award State ?

Award Type ?

Award From ?

Award To ?

🏷️

AI-Assigned Interest Tags Filter by AI-detected product interests and topics

0 active ▼

💡 What this does: AI analyzes lead notes and booth interactions to assign interest tags. Click tags to filter. Use OR mode to find leads matching ANY tag, or AND mode to require ALL tags. Confidence = how certain the AI is.

Multi-select logic: OR

Min:

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📌 Custom Tags (Keywords) 0 available 0 selected

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Selected:

🔍

Search & Actions Text search and apply/clear filters

▼

Search Accounts ?

Keyword Search (Title/Subtitle/Abstract) ?

Include venues without leads ?

🌳 Account → Category → Venue → Lead

Built in -s

- - -

💼 Account › Category › 🏢 Venue

Reader / Email

Title / Role

Jurisdiction

Location

Function

Attr

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🔍 Data Explorer

🔍 Filter Dataset

🌳 Account → Category → Venue → Lead

🎛️ Filters

📊 Categorization Results

🏷️ Tag Distribution

Top Assigned Tags

By Category

Summary

🏢 Venues

👥 Leads

Notifications

Deep AI Research

First-Time Setup

Admin Account Created!

🔍 Filter Dataset

🌳 Account → Category → Venue → Lead

🎛️ Filters

Details

🏷️ Tag Distribution

Top Assigned Tags

By Category

Summary

Notifications

Create Opportunity

Opportunity Created

Deep AI Research

Contacts

Stage History

Products

Event Inventory