Reports Gallery

Marketing Reports

Optimize your visitor to lead conversion!

What is this? Each row is a form, and each column is a campaign that originated a new lead.

Questions this answers:

Q1: When a campaign originates a lead, which forms are those leads most likely to convert on?

Q2: For a specific form, which campaigns are leads who find it most likely to come from?

How to use the report:

Action 1 (for Q1 above): If you have a successful campaign (one that generates many leads), consider which forms it is likely to lead leads into. If they are finding other forms than the ones you intended with that campaign, it most likely means that you misunderstood the intent of the visitors that this campaign generates. By adding other call-to-actions more aligned with their intent, or visitor flows (for example link to a form or call to action that fits better with their intent).

Action 2 (for Q2 above): If you have a form that generates a lot of leads, check out which campaigns those leads are most originating from. Consider then if you can add some more budget to that campaign, or spread it on more channels, because it's obviously successful!

Link to report


Find and focus on your best lead magnets! (The ones actually resulting in closed deals!)

What is this? This shows which of your forms are generating not just leads, but opportunities and closed deals.

How to use the report: This report is very useful to discover which of your lead magnets generate "bad" vs. "good" leads, and how well those are followed up.

1. Check if a particular form generates a lot of leads, but very few opportunities and deals.

2. Either you are not following up those leads particularly well (create more and better nurturing follow ups or sales processes for catching those!), or those leads are not valuable for your business (remove that led magnet, and instead link the campaigns that generate those leads to another call to action or form!).

Link to report


Generate visitors who actually close to deals!

What is this? This is similar to the "Lead status per form" report, but instead of looking at the form (where the leads convert), it looks at the campaign that generated that visitor in the first place (where they first found you before they converted).

How to use the report:

If a campaign generates a lot of people who submit a form, but those do not convert to opportunities or deals, then you are either attracting the wrong target group, or not following up well enough. Therefore, do one of the below actions:

A) Attract another audience: Focus your marketing effort on other campaigns instead of this, or change your messaging on this campaign to attract a different type of audience.

B) Improve follow up: If you think you are attracting the right type of audience, then it means you're not following these leads up properly (either with automations or in the actual sales process). Analyze and see where you can improve follow up. For example, create a follow up sequence, or improve the sales process.

Link to report


Quickly discover if a website or campaign change "broke" something that worked!

What is this? This report shows your most successful forms, by month.

How to use it: Try to discover forms that used to be successful, but stopped being successful. Discover if a change on your website or campaign strategy led to unforeseen or unexpected results, and do something about it.

Link to report


See which campaigns are driving decision makers

What is this? This dashboard shows which types of leads you're getting, and what's happening with those leads. By taking a quick glance at this dashboard, you'll understand if your marketing efforts are generating the right type of leads.

How to use it: Find the most interesting rows and see which campaigns and forms are generating those leads. Focus your marketing efforts more on those assets. (For example put more marketing budget on those campaigns, or switch CTAs on your website so that they point to the forms that CEOs are most interested in.)

Link to report


Discover change in trends and do something about it!

What is this? This shows number of opps created per month, and number of opps won per month.

How to use it: Take a look at this graph from time to time, to see if you see a "trend break". If you see a drastic change, analyze and do something about it. By looking at this graph monthly, you can answer questions like:

"How come we had so few / so many opportunities this month compared to last month?"

"What did we do in month X, when we got so many opportunities? What activity led to that? Should we do more of that?"

Link to report


Understand the correlation between marketing activities and closed deals!

What is this? This shows some examples of how you can correlate marketing activities with closed deals. For example:

1. How well does lead score correlate with won and lost opps?

Why it's useful: As a marketing manager, you can prove that your marketing activities actually have a high correlation with closed deals! ;)

2. How much do specific marketing emails correlate with won and lost opps?

Why it's useful: If a specific email has a high correlation with won deals, it may be interesting to analyze why. (Note: It may be because it's sent to opps that are likely to win. But it could also be because the email is great, and leads to opps closing with higher likelihood. You'll need to analyze and discuss.)

Link to report


Sales Report

Track number of quotes sent and see how well the sales team is performing

What is this? This shows the total number quotes sent and the breakdown of quotes sent per salesperson per month.

Why it's useful: As a sales manager, you can easily see the performance of each salesperson based the number of quotes sent. Check the number of quotes sent vs. the number of deals won to know if your team is closing well.

Find out if the number of sales meetings influence the number of sales

What is this? This shows the total number of booked and completed meetings per salesperson per month.

Why it's useful: As a sales manager, you will be able to tell if sales meetings are effective activities that help close deals. If you compare the number of completed meetings with the number of deals won, you will see if there's a correlation between meetings and sales.

Discover the different factors contributing to sales and empower your sales team

What is this? This shows the total number of deals won and the breakdown of deals won per salesperson per month.

How to use it: The number of deals won alone won't give you the full picture of how well your sales team is performing. You need to compare it with other metrics, like the number of quotes sent and sales meetings above, to truly understand what makes a sale and how your team can replicate a successful sales process.

Know if you're hitting your sales goals

What is this? The first chart allows you to enter an annual sales goal and will give you the amount of sales needed to reach it after your total sales is deducted. The second chart shows your sales goals vs actual sales per quarter.

Why it's useful: Sales goals are important because it provides direction to the sales team, by giving them a clear and measurable path and a target to hit. The report will show you if you're hitting your sales target and when other metrics are taken into consideration, you will be able optimize your sales process for better results.

Products Report

What is this? This shows the breakdown of products, both open and won, their quantity and price.

New vs Recurring Customers

What is this? This shows the number of deals won from new customers vs deals won from existing customers.