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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

The value of won deals. 

Calculated as a sum of converted value when deal status is won.

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

When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

2. Opportunities per stage

The number of opportunities, which has been 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

Funnel for the "Opportunities" pipeline using converted deal value. Contains deals which have been created or updated in the selected period. Built for all deals which have been won or in the "Opportunities" pipeline in the selected time period.

Calculated as count of distinct deals in each stage

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

 

Website

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1. Page views

The total number of page views of any tracked page. 

Calculated as sum of sessions multiplied by number of page views per session.

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

When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

2. Users

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.

When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

3. Top 5 bounce rate traffics

Traffic sources with the highest average bounce rate. Calculated as the average of bounce rate grouped by traffic source.

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

4. Page views

The number of page views on blogs and other web pages. Calculated as 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

Number of sessions per traffic source. Calculated as 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

The number of running campaigns.

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

When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

2.Subscribers

The total number of subscribers.

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

When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

 

 

3.Average open rate

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.

When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

4.Email funnel

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

The number of running campaigns.

Calculated as count of distinct campaign names.

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

When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

2. Spend by channel

A pie chart of spend per marketing channel.

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

3. Spend by date

A bar chart of spend 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.