Dashboards & Reports
Call Activity Per Campaign
This dashboard is mixing data from telephony or VoIP and CRM systems. It gives you extra insights into your team’s call activity. You can see who’s calling per campaign, who’s on track, and who’s falling behind compared to the team’s [...]
Customer Acquisition
A customer acquisition dashboard can be a powerful tool for businesses to analyze their marketing performance and optimize their customer acquisition strategies. By consolidating and visualizing data related to customer acquisition channels and campaign performance, the dashboard can help business [...]
Customer Acquisition Dashboard
With this dashboard, retailers can easily identify their most efficient channels, understand their buying personas and know where to spend their marketing budget to increase both ROI and profitability. Monitor conversion rates, new customer traffic, and channel revenue to optimize [...]
Customer Lifetime Value
Blend your sales and financial data from multiple systems (here HubSpot and Xero) to create a powerful dashboard and gain insights into your accounts payable and customer lifetime value in a single report.
Customer Profiling
With this dashboard, marketing professionals are able to identify customer profiles and segments along the customer journey. This is particularly helpful to better understand which segments drive more orders, sales, and revenue. Break the silos by combining your e-commerce, social [...]
Customer Retention Dashboard
In this dashboard, you can analyze your customer retention in value ($) and number of accounts. Track KPIs such as New MRR, Contraction MRR, Expansion MRR, Churn. We also look at New and Lost Accounts in the last 30 days.
eCommerce Acquisition Channels
Quickly assess your products’ performance, identify top/flops, and understand the proportion of new customers on revenue. Monitor your ROI on multi-channel marketing campaigns with accuracy, and keep an eye on KPIs: conversion rates, AOV, and ROAS across categories and regions to [...]
eCommerce and Ads Performance
Combining financial, transactional and advertisement metrics to calculate key marketing performance indicators: Customer Life Time Value, Customer Acquisition Costs, and Marketing Campaign Return on Investment.
eCommerce Performance
Quickly assess your product performance and monitor your top revenue-generating products across categories and regions. Track key metrics like your sales value, margin rate, orders/returns ratio, and more with this dashboard template.
Email Campaign Performance
Monitor the performance of your marketing emails in a single dashboard. Drill down by campaign and email type to identify which campaign performed best and which ones are to optimize.