ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
SectionReport NameShort DescriptionQuestion(s) AnsweredScreenshot
2
Shared Reports > Content > Email MarketingEmail Heatmap Analysis Dashboard (Sent vs Opened)A colored representation of how well each Email list has performed in terms of total emails sent and opened. Each box represents an Email List. The size of the box represents the number of emails sent (in the time period). The color indicates engagement, green is best, red is worst.What are my best performing email lists in terms of open rate?
3
Shared Reports > Content > Email MarketingEmail Heatmap Analysis Dashboard (Sent vs Clicked)A colored representation of how well each Email list has performed in terms of total emails sent and clicked. Each box represents an Email List. The size of the box represents the number of emails sent (in the time period). The color indicates click rate, green is best, red is worst.What are my best performing email lists in terms of click rate?
4
Shared Reports > Content > Email MarketingEmail Map Dashboard (Click Rate)A side by side work sheet view of email data by list and campaign. Includes a graphical representation on a map showing data per country/state.How well has a particular list or camaign performed in terms of key attributes such as Open rate, Click rate, Unsubscribe rate, Bounce rate etc.
5
Shared Reports > Content > Email MarketingEmail Map Dashboard (Open Rate)A side by side work sheets view of email data by list and campaign. Includes a graphical representation on a map showing data per country/state.How well has a particular list or camaign performed in terms of key attributes such as Open rate, Click rate, Unsubscribe rate, Bounce rate etc.
6
Shared Reports > Content > Email MarketingEmail Map Dashboard (Opens)A side by side work sheets view of email data by list and campaign. Includes a graphical representation on a map showing data per country/state.How well has a particular list or camaign performed in terms of key attributes such as Open rate, Click rate, Unsubscribe rate, Bounce rate etc.
7
Shared Reports > Content > Email MarketingEmail Summary Dashboard (Sent)A side by side work sheets view of email data by list and campaign. Includes a graphical representation of Engagement by Day Sent and Contacts Lost by Day Sent.How well has a particular list or camaign performed in terms of key attributes such as Open rate, Click rate, Unsubscribe rate, Bounce rate etc.
8
Shared Reports > Content > Web FormsFirst Activity Flow DashboardA graphical representation of the flow between the following events: First Inbound Activity > Webform Submission > Lifecycle Stage. Includes a flow diagram as well.Which specific inbound activites and web forms submissions are impacting the changes in lifecycle stages of prospects?
9
Shared Reports > Content > Web FormsFirst Campaign Flow DashboardA graphical representation of the flow between following events: First Campaign > Webform Submission > Lifecycle StageWhich specific campaigns and web forms submissions are impacting the changes in lifecycle stages of prospects?
10
Shared Reports > Content > Web FormsForm Submission TrendsDisplays Activity Type and Activity Detail pie charts. You can also view Activity Detail by Prospect.What are the activity trends for my web forms?
11
Shared Reports > Content > Web FormsLead Source Flow DashboardA graphical representation of the flow between following events: Lead Source > Webform Submission > Lifecycle StageWhich lead sources and web forms submissions are impacting the changes in lifecycle stages of prospects?
12
Shared Reports > Content > Web FormsPrior Activity Flow DashboardA graphical representation of the flow between following events: Prior Activity > Webform Submission > Lifecycle StageWhich inbound/outbound activities and web forms submissions are impacting the changes in lifecycle stages of prospects?
13
Shared Reports > Content > Web FormsWeb Forms DashboardDisplays information in a tabular format about the total number of forms and prospect data submitted via each form. You can also view graphical trend of the form submissions as well as a geographical break down on a map.What are my top performing web forms in terms of capturing prospect data?
14
Shared Reports > Content > Web FormsWeb Forms ReportView captured form submission data (such as name, email, company etc.) in a tabular or grid/graph layout.How can I see the captured data for my web forms in a simple graph or table format?
15
Shared Reports > Content > WebsiteVisit Detail ReportShows the visits in a date range and covers information such as visitor name, email, company, visit date/time, location etc. You can specify additional filters and add optional columns.
How can I keep track of my website visitors?
16
Shared Reports > Content > WebsiteVisitor Detail ReportShows the visits in a date range and covers information such as visitor campaign, program, number of visits, number of pages visited, visit duration etc. You can specify additional filters and add optional columns.
Which campaings and programs are pulling in the most visitors?
17
Shared Reports > Content > WebsitePages Visited Detail ReportShows the pages visited (hits) e.g. Page title, Page URL, visit IP etc.How can I compare traffic for different pages on my website based on visit duration, no. of visits etc?
18
Shared Reports > Content > WebsiteMost Visited PagesShows the PageName, Page URL, visit duration and no. of visitsWhat are the most visited pages on my website?
19
Shared Reports > Content > WebsiteGeneric AnalysisThis report allows you to choose the attributes (visitor zip, city, domain, company, owner etc.) to analyse.
How can I do a general analysis and comparison of my website traffic?
20
Shared Reports > Content > WebsiteOriginal Lead Source AnalysisThis report shows the Original Lead source, together with related metrics based upon a filter that you provide. Drill-downs are available.What are the top most original sources of my traffic?
21
Shared Reports > Content > WebsiteVisit Referrer AnalysisThis report shows the visit referrer, together with related metrics based upon a filter that you provide. Drill-downs are available.What are the top most referrer of my traffic?
22
Shared Reports > Content > WebsiteReferrer by IndustryA graphical representation of no. of referrers by industry typesWhich industry types is my traffic being referred from?
23
Shared Reports > Content > WebsiteWebsite Interest by IndustryA graphical representation of page visits by industry typesHow can I break down my pages visited by industry type?
24
Shared Reports > Content > WebsiteWebsite Visits by IndustryA graphical representation of no. of visits by industry typesHow can I break down my visitors by industry type?
25
Shared Reports > Content > WebsiteWebsite Visits by Target AccountsA graphical representation of no. of visits by target accountsHow can I break down my visitors by targeted accounts?
26
Shared Reports > Marketing > Demand GenerationDemand GenerationShows newly created Prospects with a Lead Source, Campaign, and Program field that is not empty. Prospects without a Lead Source, Campaign, and/or Program are not shown.How is the company doing creating new Prospects from Lead Sources, Campaigns, and Programs?
27
Shared Reports > Marketing > Demand GenerationDemand Generation - PromptedShows newly created Prospects with a Lead Source, Campaign, and Program field that is not empty. Prospects without a Lead Source, Campaign, and/or Program are not shown.How is the company doing creating new Prospects from Lead Sources, Campaigns, and Programs?
28
Shared Reports > Marketing > Demand GenerationDemand Generation by ProgramShows newly created Prospects with a Lead Source, Campaign, and Program field that is not empty. Prospects without a Lead Source, Campaign, and/or Program are not shown.How is the company doing creating new Prospects from Lead Sources, Campaigns, and Programs?
29
Shared Reports > Revenue AnalysisLifecycle Stage AnalysisDisplays information about the prospects in different lifecycle stages and covers data about conversion rate, balance, avg. time spent in a stage etc.How can I analyze prospects under different lifecycle stages?

What is the conversion rate for the different lifecycle stages?
30
Shared Reports > Social DashboardsOrganization Profiling DashboardDemograhic and social analysis of the organizations engaged through social media platformsWhat are the top social channels for marketing?
31
Shared Reports > Social DashboardsProspect Profiling DashboardDemograhic and social analysis of the visitors engaged through social media platformsWhat are the top social channels for marketing?

Which age group and interests should we target for marketing efforts?
32
Shared Reports > Ad-Hoc ReportsBlended - Prospects, Org, Deals - Standard FieldsAn overview of prospects, deals and organizations data based on standard fields and blended fields.

Also includes graphical representation of Deal by lifecycle stage, deals by organizations etc.
How can I do an analysis of the different data points based on prospect fields, organization and deals?
33
Shared Reports > Ad-Hoc ReportsDealsA detailed chart of Deals including information about Deal name, amount, close date, reason etc.What are my top most deals in terms of value?

What are the most common reasons deals were closed?
34
Shared Reports > Ad-Hoc ReportsOrganizationsA detailed chart of Organizations including information about Organization name, domain, no. of employees, address, industry etc.What are the top most organization I have in the database in terms of no. of employees, industry type etc.?
35
Shared Reports > Ad-Hoc ReportsProspectsA detailed chart of Prospects including information about prospect name, email, company, address, lead score, owner etc.What is the contact information of my prospects?

What are my prospects with the highest lead score?

Who owns the most leads in the system?
36
Shared Reports > Ad-Hoc ReportsProspects ActivitiesGraphical view of count of unique visitors and prospects by state.

Information about original lead source and original referrer is also available in the chart.
How many inbound/outbound activities a prospect has performed?

What are the original lead source and referrer of my prospects?
37
Shared Reports > AutomationsCustomer Score Achievement Report (by automation)Displays information about no. of prospects and avg. days to target score based on automationsHow many prospects do I have in each automation and what is the avgerage # of days to target score for those prospects?
38
Shared Reports > AutomationsScore Achieved DashboardThis report provides information about no. of prospects and avg. # of days to target score based on:

- Whether target score reached or not
- By country
- By Automation Name

It also includes a heat map sized by number of prospects and color by avg. # of days to target score
How are my automations performing over time? Which automations achieve the best results? Which automations are not performing well?
39
Shared Reports > Sales > ABMAccount JourneyDisplays organization-level (account-level) score and inbound and outbound activity for all Prospects within the organization. Organization scores are cumulative scores for all Prospects in the Org. How is an organization engaging with our company over time? How are we engaging with them over time?
40
Shared Reports > Sales > ABMAccount Score ImpactAverage score of all Prospects within an Organization over time. How the average score changes.Who are the most influencial people within an Organization (account)? What is the impact of the account over time based on average scores across the Organization?
41
Shared Reports > Sales > ABMInfluence on Qualified ProspectsNumber of qualified Prospects within any number of Organizations. Based on a score greater than a defined threshold. See the most influencial people in an account.How many qualified Prospects do we have within an account? How do multiple accounts compare to one another in terms of most qualified Prospects?
42
Shared Reports > Sales > ABMMarketing Influence AnalysisYour marketing team's influence on an account. Displays what marketing is being sent to the account and how the account responds. How are Organizations responding to outbound marketing? What is their engagement? What marketing are we sending to select accounts?
43
Shared Reports > Sales > ABMNew-Net Qualified Prospects# of qualified prospects by score
Monthly breakdown of net new qualified prospects
How many new qualified Prospects are we picking up in select accounts?
44
Shared Reports > Sales > Trip PlannerTrip Planner
45
Shared Reports > Sales > Trip PlannerInternational Trip Planner
46
Shared Reports > Sales > Trip Planner > DatasetsActivities - Trip Planner
47
Shared Reports > Sales > Trip Planner > DatasetsDeals - Trip Planner
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100