This dashboard provides users with daily insight into key marketing performance areas such as lead generation, lead conversion, campaign to cash, marketing budgets, and marketing ROI. The dashboard provides information on campaign to cash, campaign ROI, and budgets. It helps in analyzing trends in lead generation, lead conversion, cost per lead, and revenue per lead.
The Marketing Management dashboard enables the marketing professionals to quickly determine the health of the marketing department. This dashboard contains the KPI region and reports on campaign to cash, campaign ROI, and budgets. The Marketing
Management dashboard facilitates comparing data of the current period with prior periods and helps analyze trends in lead generation, lead conversion, cost per lead, and revenue per lead, thereby providing historic trend data to plan future objectives.
The KPI region includes a snapshot of key performance data and enables marketing professionals to quickly assess the health of the marketing department. The KPIs present information on key marketing areas, such as lead generation, lead conversion, won opportunities amount, booked orders and so on. You can quantify, compare, measure, and track KPIs against prior periods to view historic trenddata. Some KPIs provide additional drill-down details, others display one level of summary data. By selecting a specific link within the region, you can drill down for more details.
Leads from Customers New Leads created during the selected period from existing customers. Customer is a person or an organization with which the company has a selling relationship, regardless of whether anything has actually been purchased or serviced. A customer is a party with a customer account.
Leads from Prospects New Leads created during the selected period from prospects. A prospect is a person or
organization, which the company, does not yet have a selling relationship.
‘A’ Leads Leads created during the specified period and
with a lead rank of ‘A’ as of the sys date.
‘A’ Leads % Leads created during the specified period and
with a lead rank of ‘A’ as of the sys date and as
a % of new leads.
New Opportunities Amount The sum of the sales credit amount of all opportunities with a marketing source created
within the specified period.
Won Opportunities Amount The sum of the sales credit amount of all opportunities with a marketing source that
• Close date within the selected current
• Closed flag set
• Won flag set
Cost Per Lead The marketing budgetary cost of generating all leads.
The Cost Per Lead displays expenses associated to each lead during the selected period. Based on the profile settings, either PTD Cost or Total Cost is displayed. Program cost calculations are defined from either the approved budget amount or the actual cost value.
Revenue Per Lead The booked revenue ratio resulting from all generated leads.
Lead to Opportunity Conversion Percentage of leads converted to opportunities during the specified period irrespective of when the leads were created.
Campaign Started Number of campaigns started during the selected period.
Events Started Number of events started during the selected period.