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Reporting dashboard example: KPI overview

Examples of charts:

 

Customer Relationship Management

Website 

Mailing

Campaigns

Customer Relationship Management

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1. Won deals value

It shows the value of won deals is calculated as a sum of converted value when the deal status changes to "won."

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

2. Opportunities per stage

It shows the number of opportunities created or changed in the selected period, calculated as a count of distinct deals in the "Opportunities" pipeline grouped by stage.

Filterable by start date and end date. The default period is 30 days.

3. CRM funnel by deal value

It shows the funnel for the "Opportunities" pipeline using converted deal value, calculated as the count of distinct deals in each stage. Contains deals that have been created or updated in the selected period—built for all won deals in the "Opportunities" pipeline in the selected period.

Filterable by start date and end date. The default period is 30 days

 

Website

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1. Pageviews

It shows the total number of page views of any tracked page, calculated as the sum of sessions multiplied by the number of page views per session.

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

2. Users

It shows the number of unique users who visited a website, calculated as the sum of users on a website. 

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

3. Top 5 bounce rate traffics

It shows traffic sources with the highest average bounce rate, calculated as the average bounce rate grouped by traffic source.

Filterable by start date and end date. The default period is 30 days.

4. Pageviews

It shows the number of page views on blogs and other web pages, calculated as the sum of page views from Google Analytics. 

Filterable by start date and end date. The default period is 30 days.

5. Sessions per traffic source

It shows the number of sessions per traffic source, calculated as the sum of sessions grouped by traffic source.

Filterable by start date and end date. The default period is 30 days.

Mailing

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1. Running campaigns

It shows the number of running campaigns.

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

2. Subscribers

It shows the total number of subscribers.

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

3. Average open rate

It shows the percentage of opened emails, calculated as the number of opened emails divided by the number of delivered emails.

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

4. Email funnel

It shows the funnel for ad performance from send to click. Filterable by start date and end date. The default period is 30 days.

5. Most unsubscribed campaigns

Filterable by start date and end date. The default period is 30 days.

6. Clickthrough rate per campaign

Filterable by start date and end date. The default period is 30 days.

Campaigns

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1. Running campaigns

It shows the number of running campaigns, calculated as the count of distinct campaign names.

Filterable by start date and end date. The default period is 30 days.

Choose week or month and compare: set week with the previous one, or set month with the previous one.

2. Spend by channel

It shows the pie chart of spending per marketing channel.

Filterable by start date, end date, campaign name, and channel. The default period is 30 days.

3. Spend by date

It shows the bar chart of spending from all campaigns (FB Ads, Google Ads, LinkedIn Ads) by date,

Filterable by start date, end date, campaign name, and channel. The default period is 30 days.