ROI Dashboard roi-dashboard
The ROI Dashboard provides marketers with a granular view of returns on investment across channels, subchannels, and campaigns. It meticulously breaks down cost and revenue patterns, while also spotlighting metrics like cost-per-lead, deal, and opportunity, ensuring a comprehensive understanding of marketing attribution.
Questions the board answers
- What were the ROI values for each channel, subchannel, and campaign?
- How did the costs and revenues distribute across each channel, subchannel, and campaign?
- What was the cost-per-lead, cost-per-deal, and cost-per-opportunity?
Dashboard Components dashboard-components
KPI Tiles kpi-tiles
- Cost: Total costs from connected data sources and manually uploaded costs.
- Attributed Revenue: The total revenue contribution, based on the chosen attribution model, from Opportunities with touchpoints that closed within the filtered date period.
- Realized Attributed Revenue: The total revenue contribution, based on the chosen attribution model, from Opportunities with touchpoints within the filtered date period, regardless of when they were closed.
- Total New Leads: Total number of new Leads generated, including both touched and untouched Leads.
- Cost per New Lead: The average cost per new Lead, derived from the total cost divided by the total number of new Leads.
- Total New Opportunities: Total number of new Opportunities generated, including both touched and untouched Opportunities.
- Cost per New Opportunity: The average cost per new Opportunity, derived from the total cost divided by the total number of new Opportunities.
- Total Deals: The number of “Closed Won” Opportunities, including Opportunities without touchpoints.
- Simple ROI: Attributed revenue divided by costs in the filtered date period.
- Realized ROI: Realized attributed revenue divided by costs in the filtered date period.
Cost and Revenue by Channel Graph cost-and-revenue-by-channel-graph
Bar chart illustrating cost and revenue, designed to offer a comparative perspective on their magnitude relative to various channels, subchannels, and campaigns.
- use the drill-down and up functionalities to categorize the data by Subchannel and Campaign.
- Hover over each bar to view the Simple and Realized ROIs.
Questions the chart answers
- What were the ROI values for each channel, subchannel, and campaign?
- Are there any outlier channels or subchannels with unusually high or low costs relative to their revenue?
Realized vs Simple ROI Over Time realized-vs-simple-roi-over-time
Time series line chart displaying the comparison between Realized and Simple ROI, tracking their progression over time.
- Hover over a section on the graph to view the Simple and Realized ROIs.
Questions the chart answers
- How does the Realized ROI compare to the Simple ROI over specific time periods?
- How does the trend of Realized ROI relate to any significant marketing events during the same period?
Cost Over Time Graph cost-over-time-graph
Stacked bar chart displaying Total Costs, segmented by associated Channels for each Month/Quarter/Year.
- use 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
- How does the combined cost of all channels compare from one quarter/month to the next?
- How have costs for a specific channel evolved over time?
Cost by Channel Graph cost-by-channel-graph
Bar chart displaying marketing spend segmented by Channel/Subchannel/Campaign.
- use the drill-down and up functionalities to categorize the data by Channel/Subchannel/Campaign.
Questions the chart answers
- Which subchannels or campaigns within a primary channel have the highest allocation?
- Which marketing avenues (channel, subchannel, or campaign) seem underfunded compared to others?
ROI Summary Table roi-summary-table
Table displaying attributed revenue, costs, and ROI segmented by individual channels for a detailed breakdown.
- Click the “+” icon beside each Channel to reveal the breakdown by Subchannel and Campaign.
Columns
- Channel/Subchannel/Campaign
- Cost
- Attributed Revenue
- Realized Attributed Revenue
- Simple ROI
- Realized ROI
- Unrealized Attributed Pipeline Revenue: Pipeline revenue linked to touchpoints (Open Opportunities) created within the filtered date period.
Marketing Spend Table marketing-spend-table
Table displaying costs, new Leads, Opportunities, and deals closed segmented by individual channels for a detailed breakdown.
- Click the “+” icon beside each Channel to reveal the breakdown by Subchannel and Campaign.
Columns
- Channel/Subchannel/Campaign
- Cost
- New Leads
- Cost per New Lead
- New Opportunities
- Cost per New Opportunity
- Deals
- Cost per Deal
Filter Pane filter-pane
This dashboard is equipped with the following settings and filters:
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Date
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Based on:
- Created Date: News Leads, new Opportunities
- Cost incurred date: cost
- Closed date: attributed revenue (simple ROI), deals
- Touchpoint date: touchpoints from realized attributed revenue (realized ROI)
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Attribution Model
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Channel, Subchannel
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Campaign