Reporting dashboard example: KPI overview

Examples of charts:

Customer Relationship Management

Website 

Mailing

Campaigns

1. Won deals value

TheIt shows the value of won deals. 

Calculatedis calculated as a sum of converted value when the deal status ischanges to "won."

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

When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

2. Opportunities per stage

TheIt shows the number of opportunities, which has beenopportunities created or changed in the selected period.

Calculatedcalculated as a count of distinct deals in the "Opportunities" pipeline grouped by stage.

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

3. CRM funnel by deal value

FunnelIt shows the funnel for the "Opportunities" pipeline using converted deal value.value, calculated as the count of distinct deals in each stage. Contains deals whichthat have been created or updated in the selected period. Builtperiod—built for all deals which have been won ordeals 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,date. theThe default period is 30 days.days

1. Page viewsPageviews

TheIt shows the total number of page views of any tracked page. 

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

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

When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

2. Users

TheIt shows the number of unique users who visited a website.website, Calculatedcalculated as the sum of users on a website. 

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

When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

3. Top 5 bounce rate traffics

TrafficIt shows traffic sources with the highest average bounce rate.rate, Calculatedcalculated as the average of bounce rate grouped by traffic source.

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

4. Page viewsPageviews

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

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

5. Sessions per traffic source

NumberIt shows the number of sessions per traffic source.source, Calculatedcalculated as the sum of sessions grouped by traffic source.

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

1. Running campaigns

TheIt shows the number of running campaigns.

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

When choosing a time period asChoose week or month,month thenand thecompare: trend comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

2. Subscribers

TheIt shows the total number of subscribers.

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

When choosing a time period asChoose week or month,month thenand thecompare: trend comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

3. Average open rate

TheIt shows the percentage of opened emails.

Calculatedcalculated as the number of opened emails divided by the number of delivered emails.

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

When choosing a time period asChoose week or month,month thenand thecompare: trend comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period. one.

4. Email funnel

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

5. Most unsubscribed campaigns

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

6. Clickthrough rate per campaign

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

1. Running campaigns

TheIt shows the number of running campaigns.

Calculatedcalculated as the count of distinct campaign names.

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

When choosing a time period asChoose week or month,month thenand thecompare: trend comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.

2. Spend by channel

AIt shows the pie chart of spendspending per marketing channel.

Filterable by start date, end date, campaign namename, and channel,channel. theThe default period is 30 days.

3. Spend by date

AIt shows the bar chart of spendspending from all campaigns (FB Ads, Google Ads, LinkedIn Ads) by date.date,

Filterable by start date, end date, campaign namename, and channel,channel. theThe default period is 30 days.