Overview Board Tiles

Last update: 2023-10-05

Overview board provides the most comprehensive view of your marketing performance, helping marketing teams make the right decisions when growing your team, budget, or revenue.


Date Type

Date

Attribution Model

Metric

Dimension

Channel

Subchannel

Campaign

Ad Account ID

CRM Account Name

Revenue

X X X

X X X X X

Overview

X X X X X X X X X X

Spend


X


X X X X

ROI

X X X

X X X X X

Deals

X X X

X X X X X

Cost Per Deal

X X X

X X X X X

Pipeline Revenue

X X X

X X X X X

Deal Size

X X X

X X X X X

Channel Summary

X X X X
X X X X X

Subchannel Summary

X X X X
X X X X X

Campaign Summary

X X X X
X X X X X

ROI

X X X
X X X X X X

ROI Summary

X X X
X X X X X X

Revenue Tile

Total attributed revenue from Closed Won opportunities based on attribution model.

-Opportunity Details: Displays a breakdown of the related Opportunity IDs, Created Date, Close Date, ISO Code, and Revenue Attribution.
-Show Details: A breakdown by month.

Overview (chart) Tile

Chart will display revenue attributed to each channel, shown over time.

-Opportunity Details: Displays a breakdown of the related Opportunity IDs, Created Date, Close Date, ISO Code, and Revenue Attribution.
-Displays a breakdown of the contributing Opp IDs:

  • By ROI Week
  • By ROI Data
  • By ROI Hour
  • By ROI Minute
  • By ROI Time

Spend Tile

The total amount of spend from both API costs and self-reported costs for the given time period.

NOTE

When drilling in on less than a month, Marketo Measure will average the spend for that month and allocate that average to each day.

-Spend Details: Displays a breakdown of the related Spend Campaign Unique ID, Campaign Name, Channel, Subchannel, Date, Original Currency, Spend. -Show Details: A breakdown by month.

ROI Tile

The calculated ROI (return on investment) from the total revenue (from the selected attribution model) and total spend (Revenue Tile ÷ Spend Tile = ROI Tile).

Deals Tile

Displays the total number attributed deals (Deals are a count of Closed Won opportunities).

NOTE

If the date type “Touchpoint Date” is selected, partial counts are possible because there may be certain touchpoints that do not fall within the time range.

-Opportunity Details: Displays a breakdown of the related Opportunity IDs, Created Date, Close Date and Attribution (count). -Show Details: A breakdown by month.

Cost Per Deal Tile

Average cost that it takes to acquire one closed won opportunity. The total spend divided by the total number of deals (Spend Tile ÷ Deals Tile = Cost Per Deal Tile).

Pipeline Revenue Tile

The total potential attributed revenue for open Opportunities

NOTE

The revenue will be reflected for the attribution model specified.

-Opportunity Details: Displays a breakdown of the related Opportunity IDs, Created Date, Close Date, ISO Code, and Revenue Attribution. -Show Details: A breakdown by month.

Deal Size Tile

The average revenue of Closed Won opportunities (Revenue Tile ÷ Deals Tile = Deal Size Tile).

Channel Summary Tile

Display a list of channels based on metric selected (revenue, pipeline revenue, spend, deals, opportunities, leads, contacts).

Subchannel Summary Tile

Display a list of subchannels based on metric selected (revenue, pipeline revenue, spend, deals, opportunities, leads, contacts).

Campaign Summary Tile

Display a list of Campaigns based on metric selected (revenue, pipeline revenue, spend, deals, opportunities, leads, contacts).

ROI (chart) Tile

Displays ROI that was attributed to the metric that is selected (channel, subchannel, campaign, account, adgroup, ad, advertiser, creative, keyword, placement, site) based off the attribution model selected.

ROI Summary Tile

Displays ROI that was attributed to the metric that is selected (channel, subchannel, campaign, account, adgroup, ad, advertiser, creative, keyword, placement, site) based off the attribution model selected.

-Opportunity Details: Displays a breakdown of the related Opportunity IDs, Created Date, Close Date and Attribution (count).

-Show Details: A breakdown by month.

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