![]() ![]() Leveraging your business data from Marketing Automation platforms (like Marketo or Hubspot), website data from Google Analytics and CRM data from Salesforce is crucial in powering an actionable CMO dashboard. Sales Funnel: tracks each stage of the sales process via a funnelĪ Leads Dashboard is a great example of a waterfall dashboard, which visualizes the cascading effect of the 26,000 MQL goal to specific metrics and KPIs across the Marketing team. ![]() Lead Source by Status: provides insights on lead status by source, so you know which channels are effective or needs improvement.Lead Status: tracks where leads are in the funnel and provides insights on where there is success.Total New ARR: how much new Annual Recurring Revenue marketing has contributed to the organizations’ revenue.Conversion: represented of as a percentage and indicates the health of the marketing team’s target audience and efforts.SAL: the number of Sales Accepted Leads within the rolling 30 day period.MQLs: the number of Marketing Qualified Leads the marketing team has delivered within the rolling 30 day period.Leads: the number of leads, with a 30-day rolling period, that you efforts has yielded for the Top of Funnel (TOFU).Tip: Choose metrics that directly relate to your business and align with your marketing team.įor a Leads Dashboard, here are a metrics to consider that give you visibility into the health and status of your leads. Add google analytics to screensteps how to#How to Choose Metrics and Goalsīefore you start to build your dashboard or combine your Marketing Automation data from Hubspot and CRM data from Salesforce, you’ll need to think about the question you’d like to answer via these metrics. To ensure that the Marketing team’s efforts are on the right track, you can create a leads dashboard that tracks goal attainment, conversion, lead status and revenue. For this quarter, the Marketing team has an OKR ( Objective and Key Results) of delivering 26,000 MQLs (Marketing Qualified Leads) this quarter. Let’s use a data-driven Marketing team as our example. Once that conversion has happens, Sales then can work with the prospect to eventually move them to being a customer. Typically, it’s in Marketing’s wheelhouse to generate, or find demand, for leads and nurture them to a Sales Accepted Lead (or Sales Qualified Lead). Two business departments work together to move leads down the funnel: Marketing and Sales. Sometimes known as hand raisers, when a lead is created within your database, it means that the prospect has entered the marketing funnel. A lead is defined as someone who actively engages with your SaaS product by providing contact information. ![]()
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