Attributed Opportunity Dashboard attributed-opportunity-dashboard
The Attributed Opportunity Dashboard provides a comprehensive view of how marketing efforts contribute to both nascent and mature pipeline opportunities. Delve into the details of every open and closed opportunity attributable to your strategies, with the flexibility to filter by opportunity stage, underscoring the full scope of marketing’s influence beyond closed deals.
Questions the dashboard answers:
- Which channels, subchannels, or campaigns rank highest in terms of attributed opportunity amount?
- What is the total attributed opportunity amount and the count of our attributed open and closed opportunities?
Dashboard Components dashboard-components
KPI Tiles kpi-tiles
- Attributed Opportunity Amount: The total revenue contribution, based on the chosen attribution model, from Closed and Open Opportunities with touchpoints that were created within the filtered date period.
- Attributed Opportunities: The number of Closed and Open Opportunities that have touchpoints.
Attributed Opportunity Amount by Channel Over Time Chart attributed-opportunity-amount-by-channel-over-time-chart
Stacked bar chart displaying Total Attributed Opportunity Amount, segmented by Channel, for each Month/Quarter/Year.
- Leverage the drill-down and up functionalities to categorize the data by Month, Quarter, or Year.
- Hover over a bar segment or the space between bars to reveal detailed information.
Questions the chart answers:
- Which channels generated the most attributed opportunity amount each quarter?
- What was the breakdown of attributed opportunity amount by channel last month?
Attributed Opportunity Amount Table attributed-opportunity-amount-table
Total attributed opportunity amount segmented by Channel, Subchannel, and Campaign, presented in both Tabular and Tree formats. Click the button in the top right corner to switch between views.
Questions the board answers:
- How does the attributed opportunity amount distribution vary among different subchannels within a channel?
- Which campaigns under a certain subchannel are driving the most attributed opportunity amount?
Tabular View tabular-view
The tabular view offers clear and organized insights into the distribution of attributed opportunity amount. Users can quickly discern performance patterns and pinpoint high-impact marketing strategies by categorizing data into channels, subchannels, and campaigns.
Click the + icon beside each Channel to reveal the breakdown by Subchannel and Campaign.
Tree View tree-view
The tree view enables a more interactive and granular data exploration, allowing marketers to identify trends, anomalies, or standout performers in their marketing efforts.
Click on a branch to delve deeper into the subsequent hierarchy layer.
Filter Pane
This dashboard is equipped with the following settings and filters:
- Date (based on Opportunity Created Date)
- Attribution Model
- For open opportunities, ‘full path’ and ‘custom’ attribution models offer point-in-time views and do not represent final attribution results.
- Opportunity Stage (based on Current Stage)
- Channel, Subchannel
- Campaign
- Segments