Dashboard Widgets Reference

Ad Clicks

How many clicks am I getting on my google Ads?

This widget measures the number clicks to a campaign over a selected time period and indicates whether there has been a change since the previous time period - either positive or negative.

Ad Impressions

How many people are seeing my ads?

This widget shows you the number of Ad impressions your Google Ads are getting over a period of time.

Adwords Click Thru Rate

What is the clickthrough rate for my Adwords campaign?

This widget shows the change in the click-through rate over a selected time period.

Total Cost

What is the total cost of my Adwords campaigns?

This widget shows the change in the total amount spent for the campaign for the time period specified.

Conversion Rate

What is the conversion rate for my Google Ad campaigns?

This widget shows the change in conversion rate based on the time period selected.

Adwords Cost Per Click

What is my average cost per click for my Adwords?

This widget shows the change in average cost per click over the time period specified.

Cost Per Conversion

What is the cost per conversion for my Google Ads?

This widget shows the change in the cost per conversion over the selected time period.

Clicks By Device

What devices are being used when my Ads are clicked?

This Widget shows the clicks for this campaign by each specific device over the specified time period.

Ad Group Comparison

Which of my Google Ad groups are performing the best?

This table compares your Google Ad groups based on impressions, ctr, cost etc.

Campaign Click Performance

What is the click performance of my Ad campaigns?

This is a simple widget that gives the click performance of your Ad campaign.

Campaign Engagement

How are people engaging with my Ad campaigns

This is a nice table widget that outlines how people are engaging with the campaigns. It compares the types of engagement stats across your campaigns.

Conversions By Search Query

What search queries resulted in the most conversions?

This will show all of the keyword phrases used during the timeframe that resulted in conversions.

Facebook Data: Delta

How is this Facebook KPI changing over time?

This configurable widget gives you access to many of the most commonly used metrics from Facebook Ads.

Ad Impressions By Age

Add Impressions By Age

What age groups are viewing my Ads?

Facebook Data: Value

What is the value of this Facebook KPI?

This configurable widget gives you access to many of the most commonly used metrics from Facebook Ads.

Facebook Data: Sparkline

How is this Facebook KPI changing over time?

This configurable widget gives you access to many of the most commonly used metrics from Facebook Ads.

Entrance Pages

Which of my website pages are performing the best from an SEO perspective?

This is a good Google Analytics SEO report. It looks at the Search keywords and compares to the first entered page for a visit.

Google Analytics: Keyword-Visitors

Which of my ad search terms are sending the highest number of visitors to my website?

This table will show you the keywords that are performing the best as well as show you the change for the selected time range.

Views Per Page

Which pages are getting the most views?

This widget reports on the Google Analytics tracked Views Per Page data, plus the change

Visits by Country

Which countries are visiting my website the most?

This widget reports on the Google Analytics visits by country and the respective change.

Google Analytics: Delta

How is this Google Analytics KPI changing?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Google Analytics: Channel Grouping - Sessions

Which channels are producing the most sessions?

This bar graph displays the standard channel grouping for sessions on your website

Google Analytics: Value

What is the value of this Google Analytics KPI?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Google Analytics: Sparkline

How is this Google Analytics KPI changing?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Adwords Matched Search Query Performance

Which Google Adwords search queries are performing the best?

This table report uses Google Analytics to determine which of your adwords query searches are performing the best.

Adwords Group Performance

Which of my Google Adwords groups are performing the best?

This report gives the adwords performance data by group

Adwords Keyword Performance

Which Adwords keyword searches are performing the best?

This table shows the performance of adwords search terms

Google Analytics: : Regional Behavior

Which regions are performing the best on my website?

The is a Google Analytics Report that summarizes the behavior of the visits on the website

Regional Website Acquisition

Which regions are generating the highest count of new users?

This report outlines some Google Analytics Acquisition stats

Account Performance

How is this account doing from a funnel perspective?

This widget looks at website visitors -> conversions -> goals -> revenue.

Campaign Summary

How is my campaign performing?

This is an overview of a selected campaign. The report is a great at-a-glance view of how a specific campaign is performing.

Campaign Summary

How is my campaign performing?

This is an overview of a selected campaign. The report is a great at-a-glance view of how a specific campaign is performing.

Google Analytics: Site Change Summaries

How are the visit stats changing?

Bounce Rate, Page Views, Pages/Visit, New Visits, Unique Visitors. This Google Analytics widget is a great overview of the website's stats over the past month. It shows the trending with respect to the previous month.

Lead Status

How is my sales/marketing engagement performance?

This is a great marketing performance widget. This lets you see at a glance how your funnel is looking and your sales engagement with your efforts.

Real Time Email Campaign Viewer

What is the current status of my active email campaign?

For the selected campaign, this widget gives you the currently active email send progress in real-time.

Real Time Email Campaign Viewer

What is the current status of my active email campaign?

For the selected campaign, this widget gives you the currently active email send progress in real-time.

ActiveDEMAND Site Graphs

How many visitors am I getting on my website?

This widget uses the platform's captured Monthly visits to drive the Monthly Visits line graph.

Social Media Campaign Performance

How have the social channels been performing for this campaign?

This widget reports on the social media performance of a specific campaign.

Social Media Campaign Performance

How is the social aspects of my campaign performing?

This widget reports on the social media performance of a specific campaign.

Twitter

How is my Twitter engagement trending over time?

This widget gives you a quick look at your Twitter performance.

Visitors-Conversions Line Graph

How is the number of unique visitors on my website changing over time?

This Google Analytics widget gives you unique visitors vs conversions in a line graph. This gives a good indication of your unique website traffic.

Visits-Conversions Line Graphs

What is the trend of visitors and platform-defined conversions?

This Google Analytics widget reports on the monthly visits and conversions compared to last month's visits and platform-defined conversions. It is a great report that enables the viewer to see weekly cycles and the general trend of visits to the website.

Page Search Performance

From an SEO perspective, how are my pages performing?

Search Term Performance

From an SEO perspective, which search terms is my site showing up for?

Search Console Delta

How is this SEO attribute doing over a period of time?

This widget will show you the change over time for a specific SEO attribute

Search Console Trend

How is this search metric performing over time?

Search Console Number

What is the average value of this SEO attribute over a time range?

For a specific SEO attribute, this widget gives you the average value over the time range selected.

Search Console Sparkline

How is my SEO attribute trending over time?

This sparkling widget gives you a quick view of a specific SEO attribute over a time range

SEO Page Performance

From an SEO perspective, which search terms is my site showing up for?

This report shows the specific search terms your website is showing up for for the given time range

Search Term Performance

From an SEO perspective, which search terms is my site showing up for?

This report shows the specific search terms your website is showing up for for the given time range

Account Rollup: Appointment Performance

Across all my sub-accounts, which accounts are booking the most appointments?

This report is an overview all booked appointments over the given time range, across your sub-accounts. 

Account Rollup: Form Submits

Across all my sub-accounts, which accounts generate the most form submits?

This report is an overview of all submitted forms over the given time range, across your sub-accounts. 

Account Rollup: Goal Performance

Across all my sub-accounts, which accounts are completing the most campaign goals?

This report is an overview all campaign goals completed over the given time range, across your sub-accounts. 

Account Rollup: MQL Performance

Across all my sub-accounts, which accounts are producing the most Marketing Qualified Leads?

This report is an overview of total MQLs produced over the given time range, across your sub-accounts. 

Account Rollup: New Lead Performance

Across all my sub-accounts, which accounts are producing the most New Leads?

This report is an overview of total New Leads produced over the given time range, across your sub-accounts. 

Account Rollup: Phone Calls

Across all my sub-accounts, which accounts are booking the most phone calls?

This report is an overview all phone calls over the given time range, across your sub-accounts. 

Account Rollup: Revenue Performance

Across all my sub-accounts, which accounts generate the most revenue?

This report is an overview of revenue over the given time range, across your sub-accounts. 

Average Time per Call by Salesperson

Which salesperson is spending the most time on each call?

This gives the average time per call for each salesperson

Dials By Salesperson

Which sales person is taking/making the most calls?

Total calls by salesperson, regardless of status

Outbound Calls by Salesperson

How many outbound calls are my salespeople making?

This is a bar graph that displays the outbound calls by salespeople.

Talk Time By Salesperson

Which salesperson is spending the most time on the phone?

This graph compares salespeople based on total talk time in the given time period

Contact List Change

How is the number of contacts in my list varying over time

This widget monitors the entrances and exits over time for a list. This does NOT give you the total number of contacts in a list, it gives you the change over the time range in the number of contacts

Emails Delivered

Across all campaigns, how many emails have been delivered?

This widget will give a total, across all campaigns, of emails delivered

Forecast

How much revenue will potentially be closed in this time period?

This widget gives an at-a-glance view of the potential revenue that will close for the time period

Form Conversion Rate

What is the conversion rate for this form?

Form Conversions

How many contacts have filled out this form?

For a given form, this widget gives an at a glance view of form submits for the selected time range

Form Impressions

How often is my form being viewed?

Form Partial Submits

How many partial form fills am I getting for this form?

New Deals: Unweighted Value

How much revenue was generated in this time range?

This metric widget gives an at-a-glance view of the revenue generated for the time period

New Deals: Weighted Value

How much revenue will potentially be closed in this time period?

This widget gives an at-a-glance view of the potential revenue that will close for the time period

New Leads

How many new leads are we generating?

This metric gives an at-a-glance view of the new leads generated over the time period

Revenue

How much revenue was generated in this time range?

This metric widget gives an at-a-glance view of the revenue generated for the time period

Total Leads

How many leads are we generating?

This metric gives an at-a-glance view of the leads generated over the time period.

Missed Calls

Who tried to call us and did not get an answer?

This delta metric gives a great view of the missed calls.

Campaign - New Leads

Which channels are delivering the most new leads?

This widget gives you visibility into how many new leads a specific campaign produces. A new lead is a contact that had it's first conversion.

Campaign - New Leads

Which channels are delivering the most new leads?

This widget gives you visibility into how many new leads a specific campaign produces. A new lead is a contact that had it's first conversion.

Campaign - Social Conversions

How many conversions am I getting as a result of my social media initiatives?

This report renders the conversion by social platform in a donut graph

Campaign - Social Visitors

What social channel is generating the most website visits?

This widget gives you visibility into how many website visitors visited from social activity for a campaign.

Campaign - Social Visitors

How many website visits did I get from social channels for this campaign?

This widget gives you visibility into how many website visitors visited from social activity for a campaign.

Campaign - Website Visitors

How many website visitors were generated for this campaign?

This widget gives you visibility into how many website visitors visited the website.

Campaign - Website Visitors

How many website visitors were generated for this campaign?

This widget gives you visibility into how many website visitors visited the website.

Campaigns Comparison: Conversions

Which campaigns are generating the highest number of platform conversions?

This donut graph is a great way to visualize the campaign source for conversions during the specified time range

Campaigns Comparison: New Leads

Which campaigns are producing the highest number of new leads in this time period?

This pie chart is a great way to visualize which campaigns are delivering the new leads. This chart only includes leads that were generated with a campaign.

Campaigns Comparison: Website Visitors

Which campaigns are pushing the highest number of visitors to the website?

This widget reports on the breakdown by campaign in a donut graph. It is a great report for seeing which campaigns are deliver the most to your

Campaigns Comparison: Website Visitors

Which campaigns are pushing the highest number of visitors to the website?

This widget reports on the breakdown by campaign in a donut graph. It is a great report for seeing which campaigns are deliver the most to your

Contact Custom Field Pie Chart

What is the distribution of my contacts across a custom field value

This widget will display the distribution of values of a custom field across your contact database

Conversion by Type

Which platform conversion types are performing the best?

This widget gives you the total number of platform conversions and the distribution of conversion type, regardless of campaign.

Conversion Sources

Which marketing channels are producing the highest count of platform conversions?

This donut graph gives you a breakdown of the contacts that have converted based on what brought the contact to the site.

Conversions by Campaign

Which campaigns are producing the highest number of platform conversions?

This widget reports on the distribution of conversions across all campaigns. This is a great widget for seeing, at-a-glance, which campaigns are contributed the most conversions for a given time period.

Campaign Goal Completions (Donut)

What is the distribution of goal completions the given time range?

This widget displays the goal completed

Campaign Goal Sources - Donut

For this campaign, which source attributed to the goal completion?

This donut graph gives you a breakdown of the contacts that have completed goals based on what brought the contact to the site.

Outbound Calls By Salesperson

How many calls are the salespeople making?

This report shows how many calls each of the sales reps are making

Phone Calls by Number

Which of my numbers is getting the highest volume of calls?

This widget breaks down your calls by trackable number. It is a great report to show performance of your call tracking initiatives.

Campaign Conversion Attribution: Goal Completions

Which of my channels are completing the most defined campaign goals for a given campaign?

This will show you the source/medium of all of the channels that have completed goals for a given campaign.

Campaign Conversion Attribution: Marketing Qualified Leads

What source/medium produced the highest number of marketing qualified leads to the sales team?

This double pie chart is a great way to analyze which channels are producing the most Marketing Qualified Leads

Campaign Conversion Attribution: New Leads

Which channel produced the highest count of 'new' leads

This double pie shows the distribution of new lead sources for a specific campaign

Campaign Conversion Attribution: Total Leads

Which source/medium produced the highest count of leads?

This double pie chart is a great overview of the channels that produced the most leads for this campaign.

Campaign Conversion Attribution: Website Visitors

Which campaign channels produced the highest count of website visitors for this campaign?

This double pie shows which channels produced the highest website visitors for this campaign

Conversion Attribution: Goal Completions

Which marketing channels are producing the highest number of goal completions?

This report views people who have had at least one conversion. The report looks at activity within the time range and reports the activity with respect to the marketing engagement before the goal

Conversion Attribution: Goal Completions

Which channels are generating the highest number of goal completions?

This report views people who have had at least one conversion. The report looks at Goal Completions generated within the time range and reports the Goal Completions with respect to the recent conversion details.

Conversion Attribution: Goal Completions

Which marketing channels are generating the highest number of goal completions

This report views people who have had at least one conversion. The report looks at Goal Completions generated within the time range and reports the Goal Completions with respect to the current conversion details.

Conversion Attribution: Marketing Qualified Leads

Which marketing channels are producing the highest number of MQLS?

This report views people who have had at least one conversion. The report looks at Goal Completions generated within the time range and reports the Marketing Qualified Leads with respect to the last touch attribution.

Conversion Attribution: New Leads

Which marketing channels are generating the highest number of new leads

This report views people who have had at least one conversion. The report looks at New Leads generated within the time range and reports the activities with respect to the current conversion details.

Conversion Attribution: New Leads

Which channels are generating the highest number of New Leads?

This report views people who have had at least one conversion. The report looks at New Leads generated within the time range and reports the activities with respect to the current conversion details.

Conversion Attribution: Total Conversions

Which marketing channels are generating the highest number of platform conversions?

This report views people who have had at least one conversion. The report looks at Total Conversions generated within the time range and reports the Total Conversions with respect to the current conversion details.

Conversion Attribution: Total Conversions

Which campaigns are generating the highest number of platform conversions?

This report views people who have had at least one conversion. The report looks at Total Conversions generated within the time range and reports the Total Conversions with respect to the current conversion details.

Conversion Attribution: Total Leads

Which marketing channels are creating the highest engagement with prospects?

This report views people who have had at least one conversion. The report looks at Total Leads generated within the time range and reports the Total Leads with respect to the current conversion details.

Conversion Attribution: Total Leads

Which marketing channels are creating the highest engagement with prospects?

This report views people who have had at least one conversion. The report looks at Total Leads generated within the time range and reports the Total Leads with respect to the current conversion details.

Conversion Attribution: Website Visitors

Which marketing channels are creating the most traffic to my website?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the current conversion details.

Conversion Attribution: Website Vistors

Which marketing channels are creating the most traffic to my website?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the current conversion details.

Deals Attribution: First Conversion

What first conversion attribution has generated the highest probable revenue?

This report looks at the revenue captured in the specified time range and relates it to the source-medium for the first conversion for the contact associated with an open deal that was created in the time period specified. This report sums unweighted deal values.

Deals Attribution: First Site Visit

Which marketing channels generated the highest probable revenue?

This report views people who have had at least one conversion. The report looks at the open deals created within the time range and reports the activity with respect to the first website visit attribution details. This report sums unweighted deal values.

Email Open - OS/Agent

Which email app is used to engage with my email campaigns?

This widget takes the mystery out of what OS/email app is being used the most by your audience

First Touch Attribution: Goal Completions

Which marketing initiatives are generated the most first engagement Goal Completions

This report views people who have had at least one conversion. The report looks at goal completions within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: Goal Completions

Which first touch marketing initiatives generated the most goals?

This report views people who have had at least one conversion. The report looks at goal completions within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: Marketing Qualified Leads

Which marketing initiatives generated the most first touch MQLs?

This report views people who have had at least one conversion. The report looks at Marketing Qualified generated within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: New Leads

Which marketing channels are generating the most first touch new leads

This report views people who have had at least one conversion. The report looks at New Leads generated within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: New Leads

Which marketing channels are generating the most first touch new leads

This report views people who have had at least one conversion. The report looks at New Leads generated within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: Total Leads

Which marketing channels are generating the most first touch leads?

This report views people who have had at least one conversion. The report looks at the total generated within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: Total Leads

Which marketing channels are generating the highest count of leads?

This report views people who have had at least one conversion. The report looks at Total Leads within the time range and reports the activity with respect to the first visit attribution details.

First Touch Attribution: Website Visitors

Which marketing initiatives generated the most website visitors?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the first visit attribution details.

First Visit Attribution: Website Visitors

Which marketing initiatives generated the most website visitors?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the first visit attribution details.

Last Touch Attribution: Goal Completions

For the goals completed within a given time period, what was the last touch marketing initiative for the contacts?

This report views people who have had at least one conversion. The report looks at activity within the time range and reports the activity with respect to the last touch for the first conversion attribution details.

Last Touch Attribution: Market Qualified Leads

Which marketing channels delivered the highest number of MQLs?

This report views people who have had at least one conversion. The report looks at Marketing Qualified Leads generated within the time range and reports the activity with respect to the first conversion details.

Last Touch Attribution: New Leads

Which marketing channels are generating the most new leads?

This report views people who have had at least one conversion. The report looks at activity within the time range and reports the activity with respect to the first conversion attribution details.

Last Touch Attribution: New Leads

Which marketing channels generated the most new leads?

This report views people who have had at least one conversion. The report looks at activity within the time range and reports the activity with respect to the first conversion attribution details.

Last Touch Attribution: Total Leads

Which marketing channels generated the highest lead engagement?

This report views people who have had at least one conversion. The report looks at Total Leads engaged within the time range and reports the activity with respect to the first conversion details.

Last Touch Attribution: Website Visitors

Which marketing channels generated the most website visits?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the first conversion details.

Last Touch Attribution: Website Visitors

Which marketing channels generated the most website visits that involved a conversion?

This report views people who have had at least one conversion. The report looks at Website Visitors generated within the time range and reports the activity with respect to the first conversion details.

Phone Call Attribution

What marketing channels are delivering the highest number of calls?

This report reviews the Phone Conversions Source Medium

Revenue Attribution: First Conversion

What first conversion attribution has generated the highest revenue?

This report looks at the revenue captured in the specified time range and relates it to the source-medium for the first conversion for the contact associated with the revenue generated in the time period specified.

Revenue Attribution: First Site Visit

Which marketing channels generated brought contacts to the website for the first time that resulted in revenue?

This report views people who have had at least one conversion. The report looks at the revenue generated within the time range and reports the activity with respect to the first website visit attribution details.

Revenue Attribution: Recent Conversion

What was the last conversion that was tracked for a contact that has an associated sales order that was created in the time range specified?

This report looks at the revenue generated within the time range and reports the activity with respect to recent attribution details.

Top Geographic Locations

Which region is visiting my website the most?

This piechart shows the website visits by country and region.

Contact Custom Field Funnel

I want to see the progression of contacts in a funnel view?

For a given single option picklist custom field, visualize the progression of contacts in the different values of that custom field in a funnel view.

Custom Field Funnel Organization

What progress are these companies making in their journey?

This funnel graph visualizes a group of companies that have a value for a specified single option Organization custom field

Lead Funnel

How many contacts are currently in the marketing funnel?

This funnel widget reports the total contacts in each segment of the marketing funnel.

Visitor Funnel

What does my visitor conversion funnel look like for this time range?

This report shows the flow of visitors, conversions, sales

Account Rollup: Appointment Performance

Across all my sub-accounts, which accounts are booking the most appointments?

This report is an overview all booked appointments over the given time range, across your sub-accounts. 

Account Rollup: Form Submits

Across all my sub-accounts, which accounts are generating the most form submits?

This report is an overview all submitted forms over the given time range, across your sub-accounts. 

Account Rollup: Goal Performance

Across all my sub-accounts, which accounts are completing the most campaign goals?

This report is an overview all campaign goals completed over the given time range, across your sub-accounts. 

Account Rollup: MQL Performance

Across all my sub-accounts, which accounts are producing the most Marketing Qualified Leads?

This report is an overview of total MQLs produced over the given time range, across your sub-accounts. 

Account Rollup: New Lead Performance

Across all my sub-accounts, which accounts are producing the most New Leads?

This report is an overview of total New Leads produced over the given time range, across your sub-accounts. 

Account Rollup: Phone Calls

Across all my sub-accounts, which accounts are booking the most phone calls?

This report is an overview all phone calls over the given time range, across your sub-accounts. 

Account Rollup: Revenue Performance

Across all my sub-accounts, which accounts generate the most revenue?

This report is an overview of revenue over the given time range, across your sub-accounts. 

Asset (File Download) Performance

Which of my tracked files are being downloaded the most?

This report displays the total tracked file downloads for a given date range in a horizontal bar graph.

Average Time Per Call by Salesperson

Which salesperson is spending the most time on each call?

This gives the average time per call for each salesperson

Calendar Campaign Email Performance Rates

Which emails steps are performing the best for this campaign?

For a specific campaign, this is a good overview of the email performance for all steps in the campaign. This widget reports on performance percentages.

Calendar Campaigns Email Step Performance Performance Rates

Across all of my calendar campaigns, which emails are getting the best engagement?

This report is an overview of all calendar campaign emails. It provides rates for the email sends the selected date range

Calendar Campaigns Email Step Performance Totals

Which emails in this time period are performing the best?

This table gives an overview of all calendar emails sent within the given time period.

Calendar Email Campaign Performance Rates

Which emails steps are performing the best for this campaign?

For a specific campaign, this is a good overview of the email performance for all steps in the campaign. This widget reports on performance percentages.

Calendar Email Campaign Step Performance Totals

Which step in my calendar campaign is performing the best?

For a specific campaign, this is a good overview of the email performance for all steps in the campaign.

Outbound Calls by Salesperson

How many outbound calls are my salespeople making?

This is a bar graph that displays the outbound calls by salespeople.

Dials By Salesperson

Which salesperson is taking/making the most calls?

Total calls by salesperson, regardless of status

DNI Matched Calls Session Length (minutes)

For the calls on my DNI Pools, what is the distribution of call time?

To ensure you have the optimum number of call tracking numbers, monitoring call time is a great way to manage your session length and pool depth

LinkedIn Followers

How is the number of followers on my LinkedIn business page changing over time?

This bar graph compares new followers to total followers over a time range

LinkedIn Shares/Likes

How many people are liking and sharing my LinkedIn social posts?

This report gives you an easy to read horizontal bar graph displaying how your posts are doing from a like and share perspective

Sales Performance: Created Deals Weighted Value

Which sales rep has generated the highest probable revenue?

The report looks at the deals created within the time range and reports on which sales rep is managing the deal.

Sales Performance: Created Deals Unweighted Value

Which sales rep has generated the highest probable revenue?

The report looks at the deals created within the time range and reports on which sales rep is managing the deal.

Sequence Campaign Email Rates

For my sequence campaigns, which steps are having the highest level of engagement?

This bar graph displays the email step rates for all steps in a given workflow campaign.

Sequence Campaign Email Step Performance Rates

For my sequence campaign, which steps are having the highest level of engagement?

This bar graph displays the email step rates for all steps in a given workflow campaign.

Sequence Campaign Email Step Performance Totals

For my sequence campaign, which steps are having the highest level of engagement?

This bar graph displays the email step rates for all steps in a given workflow campaign.

Sequence Campaign Email Step Performance Totals

What are the engagement totals for each email in my campaign workflow?

For your workflow campaign, this report will give you an overview of email engagement totals, like email sends, email clicks, etc.

Talk Time By Salesperson

Which salesperson is spending the most time on the phone?

This graph compares salespeople based on total talk time in the given time period

Company Visitors

Which companies are visiting my website?

This report shows you details about the companies currently visiting your website. It gives you some attribution data in a nice HTML widget.

This displays total number of visitors for the company, and Company aggregate lead Score

Company Visitors with Employees

Which companies are visiting (and how often have they been visiting) my website?

This report shows which companies have visited the website within the specified time range. As well it displays the number of visits that have been recorded by that company for all time

This displays total number of visitors , total employee record count, and aggregate lead score for the company

Company Visitors with Employees

Which companies are visiting (and how often have they been visiting) my website?

This report shows which companies have visited the website within the specified time range. As well it displays the number of visits that have been recorded by that company for all time

This displays total number of visitors , total employee record count

Company Website Visits

Which companies are visiting (and how often have they been visiting) my website?

This report shows which companies have visited the website within the specified time range. As well it displays the number of visits that have been recorded by that company for all time

This displays total number of visitors for the company

New Companies Visiting

Which new companies are visiting my website for the first time?

This lists the companies that were created during the time range specified and that have been visiting the website

This displays total number of visitors for the company, and Company aggregate lead Score

New Companies Visiting

Which new companies are visiting my website for the first time?

This lists the companies that were created during the time range specified and that have been visiting the website

This displays total number of visitors for the company

Account Rollup: MQLs Generated

Across all my sub-accounts, how many MQLs have been generated?

This report is an overview of total MQLs produced over the given time range, across your sub-accounts. 

Contact List Trend

How is the total number of contacts in my list changing over time?

This line graph is a great way to see how the total count of list members varies over time.

Conversions Trend

How are the platform conversions trending over time?

This graph shows you how form submits, phone calls etc are trending over time

Drip Campaign Participants

How many contacts are currently in my sequence campaign?

This graph shows the trend of total count participants within the workflow campaign

Drip Campaign Participants

How many contacts are currently in my sequence campaign?

This graph shows the trend of total count participants within the workflow campaign

Facebook Page Likes

How many people are liking my Facebook page?

This chart outlines the progression of page likes

Campaign Goals Completed Trend

For my campaign, how are the goal completions varying over time?

This gives a great at-a-glance view of your goal completion rate for a given campaign

Goals Trend

What is the trend of goal completions over this time period

This line graph shows the trend of goal completions over time

MQL Trend

How many Marketing Qualified Leads are being produced over time?

This trend shows the total volume of MQLs generated in the time range

New Leads

How many new leads are we generating over time?

This graph shows how many new leads are being generated over the selected time period.

Revenue

How much revenue was generated in this time range?

This trend widget gives an at-a-glance view of the movement in revenue generated for the time period

Total Leads

How many leads are we generating over time?

This graph shows how many leads are being generated over the selected time period.

Campaign Map

Where are the campaign participants engaging from ?

This widget views all campaign activity geographically on a map. This is a fantastic way to visualize campaign engagement

Map

Where are my contacts engaging with my marketing assets from?

This widget views all activity, within a time range, geographically on a map. This is a fantastic way to visualize prospect engagement

All Deals

What is the total unweighted value of the current funnel?

This metric widget gives an at-a-glance view of the total potential revenue currently in all pipelines

All Deals: Weighted

What is the total weighted value of the current funnel?

This metric widget gives an at-a-glance view of the total potential revenue currently in all pipelines

DNI Matched Session Length (minutes)

What is the average session length for contacts that have called my tracked numbers?

To optimize your pool depth, monitoring and adjusting your session time will help you reduce the total number of call tracking numbers required for your DNI pools

Contact List Member Count

How many contacts are currently in this list?

This widget gives you the total number contacts in a list

Contact Segment Count

How many contacts are currently in this segment?

This number widget provides a count of contacts in a given contact segment

Total Campaign Goals Completed

How many goals have been completed in this time range?

This single number widget shows the total goals completed in the time range

My Contact List Count

Organization Count

How many companies are there in my account?

This value widget allows you to count the number of companies in a specific segment.

All Deals: Weighted Value - spark

How much revenue was generated in this time range?

This metric widget gives an at-a-glance view of the revenue generated for the time period

Contact List Count Sparkline

How is the number of contacts in my list varying over time

This widget monitors the entrances and exits over time for a list. This does NOT give you the total number of contacts in a list, it gives you the change over the time range in number of contacts

New Leads

How many new leads are we generating?

This metric gives an at-a-glance view of the new leads generated over the time period

Total Leads

How many leads are we generating?

This metric gives an at-a-glance view of the total leads generated over the time period

Who is on my website? (Real Time Viewer)

Who is on my website right now?

This auto-updating widget gives you a view of who is currently on your website.

Data Enrichment Lookups

How many data enrichment lookups have I done within this time range?

This is a great table view of the contact and company enrichment lookups that have been done over a given time range

Conversion Sources

Which marketing channels are creating the most traffic to my website?

This gives you a breakdown of the contacts that have had a platform conversion based on what brought the contact to the site.

Goal Sources - Tabbed List

What marketing channels are producing the highest number of goal completions

This gives you a breakdown of the contacts that have completed goals based on what brought the contact to the site.

Campaigns Completed Goals Summary

Which Goals are being completed the most?

For all of your campaigns, this table summarizes which goals are being completed in the given time range.

Contacts Added To List

Which contacts were added to this list within the time range?

This table presents the contacts that were added to the list within the time range

Account Rollup: Calendar Campaigns Comparison

Across all of my accounts, which calendar campaigns are performing the best?

This report is an overview of all calendar campaigns. It provides both summary totals, as well as summary rates for the emails sent in the given date range.

Account Rollup: Calendar Campaigns Email Step Performance Rates

Across all of my calendar campaigns, which emails are getting the best engagement?

This report is an overview of all calendar campaign emails. It provides rates for the email sends the selected date range

Account Rollup: Calendar Campaigns Email Step Performance Totals

Which emails in this time period are performing the best?

This table gives an overview of all calendar emails sent within the given time period. It provides sends, unique opens, and unique clicks, etc.

Account Rollup: Calendar Campaigns Email Step Statistics

Across all my sub-accounts, which emails in my calendar campaigns are getting the best engagement?

This report is an overview of all calendar campaign emails. It provides both totals, as well as rates for the email, sends in a date range