Dashboard Widgets Reference

Ad Clicks

How many clicks am I getting on my Google Ads?

This widget measures the number of 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.

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.

Google Ads: Delta

How is this value of this Google Ads KPI changing?

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

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.

Google Ads Linegraph

How is this value of this Google Ads KPI changing?

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

Google Ads: Value

What is the value of the Google Ads KPI?

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

Google Ads: Sparkline

How is this value of this Google Ads KPI changing?

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

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 time frame that resulted in conversions.

Search Term Report

What is the performance of the search terms in my Google Ads campaigns?

This report gives details on the Search Term performance of your Google Ads campaigns.

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

Instagram Followers Count

How many people are following me on Instagram?

This number widget gives a quick summary of your Instagram followers

Instagram Impressions

How many impressions am I getting on Instagram?

This number widget gives a quick summary of your Instagram post impressions

Instagram Post Engagement

Which of my Instagram posts is getting the most attention?

For your Instagram posts, this report will outline the post engagement.

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.

Deals Summary

What is the overview of the deals created or lost during the time period?

This widget reports the total count of deals that have been created during the time period or closed during the time period

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

Pinterest Impressions

How many impressions are my pins getting?

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

Content Card Clicks

Which content cards are getting the most clicks?

This report looks at the total number of clicks for your content card library. 

Content Card Target Visits

Which content card targets are getting the most visits?

This report looks at the total number of page visits for the target pages referenced in your content card library. 

Content Card Views

Which content cards are getting the most views?

This report looks at the total number of views for your content card library. 

Dials By Salesperson

Which sales person is taking/making the most calls?

Total calls by salesperson, regardless of status

Dynamic Content Block Clicks

What Dynamic Content Blocks are getting the most clicks?

This report looks at the total number of clicks for your Dynamic Content Blocks. 

Dynamic Content Block Views

Which Dynamic Content Blocks are getting the most views?

This report looks at the total number of views for your Dynamic Content Blocks. 

Dynamic Email Content Block Clicks

What Dynamic Email Content Blocks are getting the most clicks?

This report looks at the total number of clicks for your Dynamic Content Blocks. 

Dynamic Email Content Views

Which Dynamic Email blocks are getting the most views?

This report looks at the total number of views for your dynamic email content blocks. 

Emails Sent by Salesperson

How many tracked emails are my salespeople sending?

This is a change table that displays the count of tracked emails sent by salespeople. This does not include any emails sent using campaigns.

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?

Lost Deals

How much potential revenue was lost in this time range?

This metric widget gives an at-a-glance view of the deals that were closed - lost for the time period

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

New Leads

How many New Leads did we generate?

This metric gives an at-a-glance view of the change in 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.

Total MQLs

How many MQLs did we generate?

This metric gives an at-a-glance view of the MQLs 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.

Account Rollup: Campaign Comparisons - MQLs

Which campaigns are producing the highest number of marketing qualified 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.

Account Rollup: Campaign Comparisons - 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.

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.

First Visit (First Touch) Content Attribution: Revenue

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

This pie chart is a great way to visualize which content card engagements (first visit) are delivering the new leads.

First Visit (First Touch) Content Attribution: MQLs

Which content cards are producing the highest number of marketing qualified leads in this time period?

This pie chart is a great way to visualize which content card engagements (first visit) are delivering the MQLs.

First Visit (First Touch) Content Attribution: New Leads

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

This pie chart is a great way to visualize which content card engagements (first visit) are delivering the new leads.

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.

Account Rollup: First Visit (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.

Account Rollup: First Conversion (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.

Account Rollup: First Conversion (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.

Account Rollup: First Visit (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 across your sub accounts.

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.

First Conversion (Last Touch) Attribution: Deals

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.

First Visit (First Touch) Attribution: Deals

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 Visit (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 Visit (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 Visit (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 Visit (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 Visit (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 Visit (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 Visit (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. This only shows contacts that have a first visit source/medium set.

First Visit (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.

First Conversion (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.

First Conversion (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.

First Conversion (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.

First Conversion (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.

First Conversion (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.

First Conversion (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.

First Conversion (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

First Conversion (Last Touch) Attribution: Revenue

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.

First Visit (First Touch) Attribution: Revenue

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 email 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.

Content Card Clicks

Which content cards are getting the most clicks?

This report looks at the total number of clicks for your content card library. 

Content Card Target Visits

Which content card targets are getting the most visits?

This report looks at the total number of page visits for the target pages referenced in your content card library. 

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

Dynamic Content Block Clicks

Which Dynamic Content Blocks are getting the most clicks?

This report looks at the total number of clicks for your content card library. 

Dynamic Content Block Views

Which Dynamic Content Blocks are getting the most views?

This report looks at the total number of views for your Dynamic Content Blocks. 

Dynamic Email Content Views

Which Dynamic Email Blocks are getting the most views?

This report looks at the total number of views for your Dynamic Email Blocks. 

Dynamic Email Content Block Clicks

Which Dynamic Email Content Blocks are getting the most clicks?

This report looks at the total number of clicks for Dynamic Email Content Blocks. 

Emails Sent by Salesperson

How many tracked emails are my salespeople sending?

This is a bar graph that displays the tracked outbound emails sent by salespeople.

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

Lost Reason

How many open deals were lost based on reason?

The report looks at the number of deals lost within the time range and reports on how many were lost by closed lost status

MQLs by Contact Custom Field

How many contact-categorized MQLs were generated?

This bar graph shows the number of MQLs that were generated, categorized by a contact single option picklist custom field.

MQLs by Organization Custom Field

How many organization-categorized MQLs were generated?

This bar graph shows the number of MQLs that were generated, categorized by an organization's single option picklist custom field.

New Leads by Contact Custom Field

How many contact--categorized New Leads were generated?

This bar graph shows the number of New Leads that were generated, categorized by a contact single option picklist custom field.

New Leads by Organization Custom Field

How many organization-categorized New Leads were generated?

This bar graph shows the number of New Leads that were generated, categorized by an organization's single option picklist custom field.

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: Deal Funnel

How many open deals are in each stage of the funnel?

The report looks at the number of deals created within the time range and reports on how many are in each stage

Sales Performance: Deal Funnel - Deal Weighted Value

How much projected revenue in open deals is in each stage of the funnel?

The report looks at the number of deals created within the time range and reports on how the total weighted revenue is in each stage

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.

Sales Performance: Deals Count

Which sales rep has created the most deals?

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

Sales Rep Performance: Orders

Which sales rep has generated the most revenue?

The report looks at the deals closed 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.

SQLs by Organization Custom Field

How many categorized SQLs were generated?

This bar graph shows the number of SQLs that were generated, categorized by an organization's single option picklist custom field.

SQLs by Contact Custom Field

How many categorized SQLs (assigned) were generated?

This bar graph shows the number of SQLs that were generated, categorized by a contact single option picklist custom field.

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

Website visitors by Contact Custom Field

How many categorized website visitors were generated?

This bar graph shows the number of website visitors that were generated, categorized by a contact single option picklist custom field.

Website Visitors by Organization Custom Field

How many organization-categorized website visitors are we getting?

This bar graph shows the number of website visitors are we, categorized by an organization's single option picklist custom field.

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

Total 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

Account Rollup: Campaigns Calendar Email Performance Comparison

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 total number of emails sent for all time.

Account Rollup: Workflow Campaigns Email Step Performance

Which workflow steps are performing the best?

This report is an overview of all email steps in all workflow campaigns across your inventory of accounts. It provides both totals, as well as rates for the emails sent for all time.

Account Rollup: Conversions

Across my accounts, what across my accounts contacts had a platform conversion recently?

This is a quick access list of the conversions over the past time period. This widget has a CSV download option!

Account Rollup: Conversions - Not Marketing Qualified

Across my accounts, what across my accounts contacts had a platform conversion recently that were not classified as MQL?

This is a quick access list of the conversions that were not sent to sales over the past time period. This widget has a CSV download option!

Account Rollup: Email Campaigns Step Performance (calendar + workflow)

Which emails are performing the best?

This report is an overview of all emails in all campaigns across your inventory of accounts. It provides both totals, as well as rates for the emails sent for all time.

Account Rollup: Marketing Qualified Leads (MQLs)

Across my accounts, what marketing qualified leads (MQLs) were generated recently?

This is a quick access list of the MQLs over the past time period. This widget has a CSV download option!

Account Rollup: New Leads

Across my accounts, what new leads were generated recently?

This is a quick access list of the conversions over the past time period. This widget has a CSV download option!

Account Rollup:Campaigns Email Performance Comparison (calendar + workflow)

Which workflow campaigns are performing the best?

This report is an overview of all workflow campaigns. It provides both summary totals, as well as summary rates for the total number of emails sent for all time.

Account Rollup: Agency Account Summary

What package level and what are the associated fees are associated with each of my sub-accounts?

This gives you a good view of the call tracking and contact counts for each of your sub-accounts. This shows the data on a per-account basis, not grouped by sub-accounts that have child accounts.

Account Rollup: Sub Account Grouped Usage Summary

What are the call tracking and contact capacity counts for my first-tier sub-accounts?

This gives you a good view of the call tracking and contact counts for each of your sub-accounts. If one of the sub-accounts has child accounts, this report will aggregate all of the data for the 'master' account.

Asset (File) Downloads

Who is downloading my files?

This report gives a table view of the contacts that have downloaded tracked files in the given time range.

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

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.

Calendar Email Campaigns Email Performance Comparison

How do all of my email campaigns compare?

This gives a quick overview of total email totals and rates for campaigns that sent emails during the time range

Calendar Email Campaigns Step Rates Comparison

How do all of my email campaigns compare with respect to email stats?

This gives a quick overview of total email and rate stats for the entire campaign

Calendar Email Campaigns Step Combined Stats - All Campaigns

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 both totals, as well as rates for the email, sends in a date range

Calendar Email Campaign Step Performance Statistics

Which of the steps in my campaign is performing the best? This will give a quick overview of how each step of the campaign is doing

Call Tracking Summary

What calls have I been getting on my call tracking numbers?

This widget displays a list of calls over a time range. It gives you links to listen to the recordings, and also displays the time of each call.

Campaign Bounces

How many bounces were generated in this campaign

All bounces for the selected campaign

Campaign Clicks By Link

Which links received the most clicks?

This gives an overview of who clicked which links

Campaign Email Link Click Summary

Which links are being clicked the most in this campaign?

This table is a great way to visualize which links are clicked the most. This table only includes links that were in the selected campaign.

Campaign Email Opens

Who opened the emails in my campaign?

This widget will list the contacts that opened an email for the selected campaign

Sequence Campaign Email Performance 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.

Campaign Email Sends

Which contacts were sent emails from this campaign?

All emails sent for the selected campaign are displayed in table form.

Campaign Goal Completions

Which contacts completed campaign goals for this campaign?

This gives a list of goals completed for a given campaign. This lists the name of the goal and the details of the contact that completed the goal.

First Visit (First Touch) Attribution: Campaign Goal Completions

For the specified campaign, for those people who completed goals, what was their first visit source-medium?

For a given campaign, this report shows the goal completions and the related first visit source - medium for the contact that completed the goal

Last Touch (First Conversion) Attribution: Campaign Goal Completions - Source Medium

For the specified campaign, those people who completed goals, what was their first conversion source-medium?

For a given campaign, this report shows the goal completions and the related first conversion source - medium for the contact that completed the goal

Campaign Link Overview

For my email campaign, which links performed the best?

This table view of link performance gives you all of the important stats in one place

Campaign Not Clicked

Which contacts did not click any links in the campaign I sent?

This report gives you a view of which contacts did not click any of the links in the specified email campaign

Campaign Not Opened

Which contacts did not open any of the emails we sent in this campaign?

All emails sent for the selected campaign that were not opened

Campaign Unique Clicks

Who clicked the links emails for this campaign?

This widget will list the contacts that clicked links in an email for the selected campaign

Campaign Unsubscribes

Who unsubscribed in my campaign?

This widget will list the contacts that unsubscribed for the selected campaign

Campaigns Calendar Email Performance Comparison

How do all of my email campaigns compare?

This gives a quick overview of total email totals and rates for campaigns that sent emails for all time.

Campaigns Email Performance Comparison (calendar + workflow)

How do all of my email campaigns compare?

This gives a quick overview of total email totals and rates for campaigns that sent emails during the time range

Campaigns Goal Completions Contacts

Which contacts completed goals?

This gives a list of goals completed and the contacts. This lists the name of the goal and the details of the contact that completed the goal.

Chats

What chats have we received?

This table gives you the details of chat messages that have been captured.

Click to Call List

I want to call this list of contacts

This widget displays all of the contacts in a list and provides a dial link for easy calling.

Companies with Employee records Visitors

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

Company Visitors Table 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 the total number of visitors, total employee record count

Companies Website Visits Table

Which companies have recently visited my website?

This report gives you a table view of the companies that have visited your website. It gives you some basic attribution data as well!

This report gives Employee Count, aggregate lead score, visits, source, medium

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.

Contact List Members

What contacts are currently in my list?

This report gives you a list of contacts that are currently in the selected list

Contact Segment

Which contacts are in this contact segment?

This is a nice table view to see the contacts that are in a specific segment

Contact Segment - View Only

Which contacts are in this contact segment?

This is a nice table view to see the contacts that are in a specific segment. This version does not have the contact edit link ... thus great for sending in your email reports!

Content Card Target Visits

What contacts had a platform conversion recently?

This is a quick access list of the conversions over the past time period. This widget has a CSV download option!

Content Card Views

Which content cards are getting the most views?

This report looks at the total number of views for your content card library. 

Content Card Views

What contacts had a platform conversion recently?

This is a quick access list of the conversions over the past time period. This widget has a CSV download option!

Conversions

What contacts had a platform conversion recently?

This is a quick access list of the conversions over the past time period. This widget has a CSV download option!

Current Contact List Members

Which contacts are currently in this list?

This widget gives you a table view of contacts within a contact list

Current Contact List Members - Lead Score

What is the lead score of the contacts in my contact list?

what is the lead score of the contacts in this list?

Current Contact List Members - Organization

Which contacts are currently in this contact list?

This table view shows you the contacts and the companies the contacts work for in a given list

First Conversion (Last Touch) Attribution: Deals

What were the marketing activities that generated the highest probable revenue in this time period?

The report looks at open deals created within the time range and reports attribution with respect to the contact's first conversion before the deal was created.

First Visit (First Touch) Attribution: Deals

What first visit attribution has generated the highest probable revenue?

The report looks at the deals created within the time range and reports the activity with respect to the first touch attribution details.

Deals Summary

What are the deal movements during this time period?

The report looks at the all of the deals opened or closed during the time range.

DNI Group Summary

How many calls have I been getting over my DNI pools?

If you are using multiple DNI pools, this table summarizes the call count and call time for the pools over a given time range

Drip Campaign Performance

Which emails in this time period are performing the best?

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

Facebook Post Performance

Which of my Facebook posts are getting the most attention?

For those posts that were scheduled and published in your campaigns, this report will outline the post engagement

First Visit (First Touch) Attribution: Goal Completions

Which marketing channels are generating the most first touch goal completions

This report views people who completed a goal. The report looks at the goal completions within the time range and reports the activity with respect to the first visit attribution details.

First Visit (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 Visit (First Touch) Attribution: Total 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. This only shows contacts that have a first visit source/medium set.

Form Attribution - All Forms

What Source-Medium is driving the form submits?

Form Conversion Attribution

What Source-Medium is driving submits for this form??

Form Conversions

Who is filling out my forms?

Form Conversions with Lead Score

Who is submitting forms and what is their lead score?

First Conversion (Last Touch) Attribution: New Leads

Which channels are generating the highest number of Last Touch 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.

First Conversion (Last Touch) Attribution: Total Leads

Which channels are generating the highest number of Last Touch Total 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.

Lead Score Changes

Which contacts recently had a change in the lead score?

This table looks at contacts that recently had some activity that impacted their lead score.

LinkedIn Post Performance

Which of my LinkedIn posts are getting the most attention?

For those posts that were scheduled and published in your campaigns, this report will outline the post engagement

Marketing Qualified Leads with no Contact Owner

How many MQLs have been generated that have not been assigned to a salesperson?

Marketing has brought the lead to the sales team, which leads have not been accepted yet?

MQL Table

How many Marketing Qualified Leads are being produced over time?

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

My Contacts List

Outbound Dials

What are the details of all of the outbound dials being made?

This table view shows you all of the dials that have been made over the time period. How many calls were connected, how long the call was made, and the recording (if available) are available on this table.

Phone Call Conversation Categories

What phone call conversations are about this topic?

If you are using call forensics, this report lists the phone calls that contain a selected set of CallForensics keyword Categories

Phone Call Conversation Keywords

Which phone calls did mention one of these keywords?

This report lists the phone calls that contain a selected set of CallForensics keyword phrases

Account Rollup - Phone Call Summary

Across my accounts, what phone calls were made?

This report gives a detailed list of all calls made in the accounts.

Recent Phone Calls

What are the most recent phone calls that have been made/received?

This table gives you the details of all calls within a time range. It presents the recording (if available) as well.

Recent Phone Calls With Recordings

What calls have recordings?

If you are looking to review calls, this widget only shows calls that do indeed have recordings.

Rep Performance: Close Ratios

What is the sales reps deal closing performing during this time period?

The report looks at the all of the deals opened or closed during the time range. This report looks at deals created, won, lost, and close ratio.

First Conversion (Last Touch) Attribution: Revenue (All Orders)

What were the marketing activities that generated the most revenue in this time period?

The report looks at revenue generated within the time range and reports attribution with respect to the contact's first conversion before the revenue was captured. This table gives all orders and the associated attribution for the orders.

First Visit (First Touch) Attribution: Revenue (All Orders)

What first visit attribution has generated the most revenue?

The report looks at the revenue generated within the time range and reports the activity with respect to the first touch attribution details. This table gives all orders and the associated attribution for the orders.

Conversion Attribution: Revenue (All Orders)

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

This report looks at the revenue captured in the specified time range and relates it to the source-medium for conversions that happened for the contact associated with the revenue generated in the time period specified. This table gives all orders and the associated attribution for the orders.

Sales Rep Performance: Closed Deals

Which sales rep has generated the highest revenue (all orders)?

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

Sales Rep Performance: Deals

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 Step Performance Totals

Which emails in my workflow campaign are getting are performing the best?

This report gives you great visibility into email step performance for your nurture/drip campaigns.

SMS/MMS Messages

What are the text messages have we received?

This table gives you the details on which SMS messages have been captured.

SQL Table

How many Sales Qualified Leads (assigned) are being produced over time?

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

Total Leads

What contacts had a platform conversion recently?

This is a quick access list to the conversions over the past time period. This widget has a CSV download option!

Tracked Number Summary

Which of my tracked numbers is getting used the most?

This table shows the total usage for your tracked numbers over a given time range

Twitter Post Performance

Which of my Twitter posts are getting the most attention?

For those posts that were scheduled and published in your campaigns, this report will outline the post engagement

Missed Calls

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

This table gives a great view of the missed calls.

Website Visit Sources

Which marketing channels are generating the most traffic to the website?

This report views all contacts (anonymous or otherwise) that have visited the website over the given time range.

Website Visits via Shared Links

Which of my shortened links are producing the highest number of clicks?

This table view will show you the volume of clicks for the time range.

New Leads Monthly - Year Over Year

How many new leads are we generating year over year?

This bar chart views the new leads generated on a per month basis compared to that same month in the previous year

Phone Calls - Hour Of The Day

What time of day am I getting the most calls?

This shows the number of calls on specific hours of the day

Phone Calls by Day Of The Week

What day of the week am I getting the highest volume of calls?

This phone report displays the volume of calls by day of the week.

Predictive Send Progress

For my campaign, when have my predictive send emails been sent/will be sent?

This displays the progress of a predictive send email campaign

Sales Performance: Monthly Forecast

Which sales rep has the highest probable revenue closing?

The report looks at the deals closing within the time range and reports. This reports on weighted revenue

Total Leads Monthly - Year Over Year

How many leads are we generating year over year?

This bar chart views the leads generated on a per month basis compared to that same month in the previous year

Form Conversions by month

Which forms are performing the best month over month?

Phone Calls by month

Which phone number am I getting the highest volume of calls on monthly?

This stacked bar chart shows the volume of calls per number.

Sales Rep Revenue Forecast (Weighted Value)

Which sales rep has the highest probable revenue closing?

The report looks at the deals closing within the time range and reports on which sales rep is managing the deal. This reports on weighted revenue

First Conversion (Last Touch) Attribution by Organization Custom Field

Which marketing channels are producing the most categorized MQLs (based on first conversion)?

This stacked bar graph shows the first conversion attribution of MQLs that were generated, categorized by a contact single option picklist custom field.

First Conversion (Last Touch) Attribution by Contact Custom Field

Which marketing channels are producing the most categorized MQLs (based on first conversion)?

This stacked bar graph shows the first conversion attribution of MQLs that were generated, categorized by a contact single option picklist custom field.

First Visit (First Touch) Attribution by Contact Custom Field

Which marketing channels are producing the most categorized MQLs (based on first website visit)?

This stacked bar graph shows the first touch attribution of MQLs that were generated, categorized by a contact single option picklist custom field.

First Visit (First Touch) by Organization Custom Field Attribution: Total Leads

Which marketing channels are producing the most categorized MQLs (based on first website visit)?

This stacked bar graph shows the first touch attribution of MQLs that were generated, categorized by a contact single option picklist custom field.

MQL Attribution by Contact Custom Field

Which marketing channels are producing the most categorized MQLs?

This stacked bar graph shows the attribution of MQLs that were generated, categorized by a contact single option picklist custom field.

MQL Attribution by Organization Custom Field

Which marketing channels are producing the most categorized MQL?

This stacked bar graph shows the attribution of MQLs that were generated, categorized by a organization single option picklist custom field.

MQLs Campaign Attribution by Organization Custom Field

Which marketing channels are producing the most categorized MQLs?

This stacked bar graph shows the attribution of MQLs that were generated, categorized by an organization single option picklist custom field. This shows Campaign / Source / Medium.

Video Tuturial - Email Marketer

What are the basics of using the platform?

This is a curated list of tutorial videos that will help you get going with the platform

Getting Started Tutorial - FF

Can you help me learn the basics of the platform?

This is a set of videos that will get you going on the platform

Video Tutorial - Call Tracker

What are the basics of using the platform?

This is a curated list of tutorial videos that will help you get going with the platform