The Opportunity Campaign Insights Dashboard has been created and configured for you right out of the box, so your Campaign Owners and Marketing Leaders have a built-in dashboard based on best practices, utilizing your data.
About the Opportunity Campaign Insights Dashboard
What data is included? Opportunities
Who should use it? Campaign Owners, Marketing Leaders
When to use it? On-Demand for Campaign Owners & Monthly for Marketers
Why use it?
Understand which campaigns are influencing opportunities and basic attribution metrics.
Help prioritize the right kinds of campaigns.
Identify what is producing the best opportunities out of marketing campaigns.
Analyze the marketing win rate vs the overall company win rate.
Usage by Persona
For Campaign Owners
How: For any given campaign data point (i.e. “how much pipeline value was influenced by my campaign”), identify the appropriate report, filter to the campaign you want to inspect.
What would you do: Drill into key metrics to inspect campaign performance.
How: MQR - Where should we spend money next month, or stop spending money?
What would you do: Inspect high-level conversion, attribution, and influence reports to identify what seems to be working, what needs more investment, and when to cease investment. Continually review active campaigns to ensure they should stay alive.
Copying and Editing Cards
You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!
The Opportunity Campaign Insights Dashboard
The following rows and cards make up the template of reports we consider best practice for an Opportunity Campaign Insights Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.
We recommend having your Opportunity Campaign Insights Dashboard dashboard open in another window as you walk through what's included.
Row 1: How many deals were influenced by attribution model? What was the ACV?
Marketing Influenced Opportunity Count by First Touch Campaign (Bar Chart)
Marketing Influenced Opportunity Count by Last Touch Campaign (Bar Chart)
Marketing Influenced Opportunity Count by Equal Touch Campaign (Bar Chart)
Row 2: How much pipeline was generated by the different campaigns? What were the overall win rates?
Marketing Influenced Opportunity Value by First Touch Campaign (Bar Chart)
Marketing Influenced Opportunity Value by Last Touch Campaign (Bar Chart)
Marketing Influenced Opportunity Value by Equal Touch Campaign (Bar Chart)
Row 3: How much revenue was produced for the various attribution models? How long did they take to close?
Marketing Influenced Closed/Won Opportunity Value By First Touch Campaign (Bar Chart)
Marketing Influenced Closed/Won Opportunity Value By Last Touch Campaign (Bar Chart)
Marketing Influenced Closed/Won Opportunity Value By Equal Touch Campaign (Bar Chart)
Row 4: Are my existing campaigns producing opportunities in my ICP? What other campaigns are involved in closing a deal, and what are the relative win rates of deals with those campaigns?
Marketing Influenced Average ICP By Parent Campaign (Bar Chart)
Win Rate by Parent Campaign (Bar Chart)
Row 5: How is marketing influencing our win rate?
Win Rate Marketing Influenced (Headline Card)
Win Rate No Marketing Influence (Headline Card)
Win Rate This And Last Quarter (Headline Card)
How did we build this dashboard template for you?
The Opportunity Campaign Insights Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.
Base Template: Generic Opportunity Board
Filters: Opportunity, Account, Hierarchy
Filters on Report Drills
Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!
If you run into any issues, please contact support.
Please sign in to leave a comment.