Revenue Reporting

Siminta Jacinavice Updated by Siminta Jacinavice

With this dashboard we provide an overview of your sales pipeline. Under each pipeline stage you can see how many: days, contacts, channels and sessions your company has collected.

Note: Some of the numbers are displayed as an average. 

Filters

Date: Set the time period you want to investigate

Stage: You can select your preferred pipeline stage. Read more about the Free Tier Stages here

Country: Choose the country you want to analyse

Industry: Choose the industry you want to investigate

Employees: Segregate companies by the number of employees

Annual Revenue: Segregate companies by their annual revenue

Account Owner: Choose the account owner’s accounts you’d like to view

Aggregation: Set the time frame you wish your data to be displayed as

Note: Date is referring to the time period when the deals were completed

Different Stages of the Pipeline

  1. First Touch → Opportunity Won - This shows an overview of metrics related to customer journeys that were won as a deal.
  2. First Touch → Sign Up - This stage represents the activity an account has before it's identified. I.e, when someone from the accounts identifies themselves by submitting an email through some form on your website. At that point they will be counted as a Sign Up.
  3. Sign Up → Opportunity Created - This stage represents the time it takes from having an identified account to an actual sales opportunity is created.
  4. Opportunity Created → Opportunity Won - This stage usually represents the negotiation segment in your sales pipeline.

Metrics

Contacts: The number of visitors who we have been able to attach an email to their user id

Companies: The number of companies who are attached to Contacts, or the number of companies in your CRM who we can be attached to any visitor traffic (anonymous)

Deals: The number of deals who we have been able to identify as your selected stage (sign up, opportunity created or opportunity won)

Average Deal Size: Value divided by Deals

Value: The amount of revenue that is attributed by your chosen Stage. It will show basic value estimation of sign up, expected revenue of deal created or actual revenue of deal won, taken from your CRM

 Graphs and Tables

Value and Deals over Time

In this graph we provide information on your business outcomes based on the Stage model. This data visualisation helps to notice which time frameworks were the most successful to your company based on value and deal generation. Use the Aggregate filter to breakdown the X-Axis as you wish e.g. (day, week, month).

Deals

This table displays your individual deals based on your chosen Stage (sign up, opportunity created, opportunity won). By clicking on the shown data you will be directed to the unique customer journey.  

Time to Value

This graph will show the average days needed to achieve the deals of your chosen Stage. It also can be used as KPI for budgeting.

How did we do?

Revenue Segmentation

Contact