A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Section | Report Name | Short Description | Question(s) Answered | Screenshot | |||||||||||||||||||||
2 | Shared Reports > Content > Email Marketing | Email 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 Marketing | Email 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 Marketing | Email 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 Marketing | Email 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 Marketing | Email 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 Marketing | Email 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 Forms | First Activity Flow Dashboard | A 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 Forms | First Campaign Flow Dashboard | A graphical representation of the flow between following events: First Campaign > Webform Submission > Lifecycle Stage | Which specific campaigns and web forms submissions are impacting the changes in lifecycle stages of prospects? | ||||||||||||||||||||||
10 | Shared Reports > Content > Web Forms | Form Submission Trends | Displays 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 Forms | Lead Source Flow Dashboard | A graphical representation of the flow between following events: Lead Source > Webform Submission > Lifecycle Stage | Which lead sources and web forms submissions are impacting the changes in lifecycle stages of prospects? | ||||||||||||||||||||||
12 | Shared Reports > Content > Web Forms | Prior Activity Flow Dashboard | A graphical representation of the flow between following events: Prior Activity > Webform Submission > Lifecycle Stage | Which inbound/outbound activities and web forms submissions are impacting the changes in lifecycle stages of prospects? | ||||||||||||||||||||||
13 | Shared Reports > Content > Web Forms | Web Forms Dashboard | Displays 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 Forms | Web Forms Report | View 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 > Website | Visit Detail Report | Shows 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 > Website | Visitor Detail Report | Shows 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 > Website | Pages Visited Detail Report | Shows 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 > Website | Most Visited Pages | Shows the PageName, Page URL, visit duration and no. of visits | What are the most visited pages on my website? | ||||||||||||||||||||||
19 | Shared Reports > Content > Website | Generic Analysis | This 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 > Website | Original Lead Source Analysis | This 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 > Website | Visit Referrer Analysis | This 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 > Website | Referrer by Industry | A graphical representation of no. of referrers by industry types | Which industry types is my traffic being referred from? | ||||||||||||||||||||||
23 | Shared Reports > Content > Website | Website Interest by Industry | A graphical representation of page visits by industry types | How can I break down my pages visited by industry type? | ||||||||||||||||||||||
24 | Shared Reports > Content > Website | Website Visits by Industry | A graphical representation of no. of visits by industry types | How can I break down my visitors by industry type? | ||||||||||||||||||||||
25 | Shared Reports > Content > Website | Website Visits by Target Accounts | A graphical representation of no. of visits by target accounts | How can I break down my visitors by targeted accounts? | ||||||||||||||||||||||
26 | Shared Reports > Marketing > Demand Generation | Demand Generation | Shows 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 Generation | Demand Generation - Prompted | Shows 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 Generation | Demand Generation by Program | Shows 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 Analysis | Lifecycle Stage Analysis | Displays 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 Dashboards | Organization Profiling Dashboard | Demograhic and social analysis of the organizations engaged through social media platforms | What are the top social channels for marketing? | ||||||||||||||||||||||
31 | Shared Reports > Social Dashboards | Prospect Profiling Dashboard | Demograhic and social analysis of the visitors engaged through social media platforms | What are the top social channels for marketing? Which age group and interests should we target for marketing efforts? | ||||||||||||||||||||||
32 | Shared Reports > Ad-Hoc Reports | Blended - Prospects, Org, Deals - Standard Fields | An 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 Reports | Deals | A 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 Reports | Organizations | A 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 Reports | Prospects | A 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 Reports | Prospects Activities | Graphical 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 > Automations | Customer Score Achievement Report (by automation) | Displays information about no. of prospects and avg. days to target score based on automations | How many prospects do I have in each automation and what is the avgerage # of days to target score for those prospects? | ||||||||||||||||||||||
38 | Shared Reports > Automations | Score Achieved Dashboard | This 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 > ABM | Account Journey | Displays 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 > ABM | Account Score Impact | Average 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 > ABM | Influence on Qualified Prospects | Number 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 > ABM | Marketing Influence Analysis | Your 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 > ABM | New-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 Planner | Trip Planner | ||||||||||||||||||||||||
45 | Shared Reports > Sales > Trip Planner | International Trip Planner | ||||||||||||||||||||||||
46 | Shared Reports > Sales > Trip Planner > Datasets | Activities - Trip Planner | ||||||||||||||||||||||||
47 | Shared Reports > Sales > Trip Planner > Datasets | Deals - 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 |