Dashboard Widgets Reference

Widget Properties and Options

Depending on the widget may expose unique properties and options. These options are widget specific and thus are not available on all widgets.

 

Date Range Selector: 

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This gives the user the option to restrict the range of the report data by the date range specified. 

 

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  1. Account Selector
    For multi-tenant parent accounts, some widgets allow for the selection of a sub-account for the data
  2. Add Custom Columns
    For data widgets that render contact data, some widgets allow you to append custom field columns to allow for displaying a set of contact custom field values for the records at the time of the report being run
  3. Create Embed Code
    If your administrator has given you the appropriate permission, widgets will have the ability to generate an embed code for exporting the widget to an external web page

 

tags.png

  1. Add Goal Tag Columns
    Summary reports that present campaign goal data may offer the option of adding a Goal Tag Column to summarize the number of goals completed for a specific Goal Tag
  2. Account Filter
    In a multi-tenant environment, rollup reports will offer the option to select which child accounts should be included in the report data

 

Contact/Organization Segment Filter

segment.pngSome data widgets will allow you to filter the widget by a defined contact/organization segment

 

Filter by Goal Tags

mceclip2.png

For widgets that display data that includes campaign goals, some widgets will allow you to filter the data by specific goal tags. The resulting data is an OR of the selected goal tags

 

Dashboard Widget Types

Delta Value Widget

This widget reports on a single value over a time range

2021-09-21_11-26-38.jpg

 

  1. currently selected date range
  2. the comparison of the value in the current date range compared to the same value over the same previous time range (current time range start - time interval of the range) -> current time range start
  3. set the data filter (not available on all delta widgets)
  4. set the data source, title, icon, color, etc. For report widgets that have the data derived from 
  5. set the date range
  6. refresh the widget value
  7. value 1-time segment in the past
  8. current value
  9. the name of the widget
  10. widget icon

Sparkline Widget

This widget reports on a single value over a time range

mceclip3.png

  1. currently selected date range
  2. set the data filter (not available on all sparkline widgets)
  3. set the data source, title, icon, color, etc 
  4. set the date range
  5. refresh the widget value
  6. the name of the widget
  7. the current value
  8. the widget icon
  9. the graph over time of the change in the value of the widget

 

Number Widget

2021-09-21_11-49-19.jpg

  1. set the data filter (not available on all number widgets)
  2. set the data source, title, icon, color, etc 
  3. refresh the widget value
  4. the current value
  5. the name of the widget
  6. the icon

 

Table Widget

mceclip4.png

  1. the name of the widget
  2. currently selected date range
  3. set the data filter (not available on all table widgets)
  4. set the data source, title, icon, color, etc 
  5. set the date range
  6. refresh the widget value
  7. CSV download of the data

 

Trend Widget

mceclip5.png

  1. the name of the widget
  2. currently selected date range
  3. set the data filter (not available on all trend widgets)
  4. set the data source, title, icon, color, etc 
  5. set the date range
  6. refresh the widget value
  7. Annotations (email's sent, Twitter posts, etc)
  8. Current time range trend
  9. previous time range trend
  10. Show/hide past time range trend
  11. show/hide current time range trend
  12. show/hide annotations

 

The Widgets

Contact Kanban

What value is assigned to these Contacts for this single option picklist custom field?

This is a Contact Kanban that can be segmented based on custom field values

Organization Kanban

What value is assigned to these Organizations for this single option picklist custom field?

This is an Organization Kanban that can be segmented based on custom field values

Deal Kanban

What is the stage of the open Deals?

This is an Open Deal Kanban that can used to manage your open Deals

Campaign Calendar

What emails and social content has been posted or is scheduled to post?

This is a calendar view of all of the content that is scheduled using the calendar campaigns.

Scheduled Posts

What posts are currently queued to be published?

This is a list of the Social posts that are queued to be published.

All Appointments

What appointments are currently booked?

This is a calendar view of all of the currently scheduled appointments.

My Appointments

What appointments are scheduled for me?

This calendar view will display your currently scheduled appointments.

Widget Bar

Where has my shortcut bar gone?

If you have removed your shortcut bar off of your dashboard, this will add it back!

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.

Categories: Google Ads
Title: Ad Clicks
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Ad Impressions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Adwords Click Thru Rate

What is the clickthrough rate for my Adwords campaign?

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

Categories: Google Ads, Campaigns
Title: Adwords CTR
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Change in Cost
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns, Conversions and Attribution
Title: Conversion Rate
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Cost Per Click
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Ads, Conversions and Attribution
Title: Cost Per Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Number of Clicks Per Device
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns, Conversions and Attribution
Title: Ad Group Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Campaign Click Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Google Ads, Campaigns
Title: Campaign Engagement
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Conversions By Search Query

What search queries resulted in the most conversions?

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

Categories: Google Ads, Campaigns
Title: Conversions By Search Query
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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.

Categories: Facebook, Campaigns, Conversions and Attribution, Social
Title: Facebook Ads Delta
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Call Tracking
Role Visibility: All Roles

Ad Impressions By Age

Add Impressions By Age

What age groups are viewing my Ads?

Categories: Facebook
Title: Impressions by Age
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Email Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Facebook, Conversions and Attribution, Social, Campaigns
Title: Facebook Ads Value
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Call Tracking
Role Visibility: All Roles

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.

Categories: Facebook, Social, Campaigns, Conversions and Attribution
Title: Facebook Ads Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Google Analytics, Website Traffic
Title: Entrance Pages
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Campaigns, Website Traffic
Title: Keyword - Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Google Analytics, Website Traffic
Title: Views Per Page
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Website Traffic
Title: Visits by Country
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Delta
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Google Analytics, Campaigns, Website Traffic
Title: Channel Grouping - Sessions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Value
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Google Analytics, Campaigns, Conversions and Attribution
Title: Adwords Matched Search Query Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Adwords Group Performance

Which of my Google Adwords groups are performing the best?

This report gives the adwords performance data by group

Categories: Google Analytics, Campaigns
Title: Adwords Group Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Adwords Keyword Performance

Which Adwords keyword searches are performing the best?

This table shows the performance of adwords search terms

Categories: Google Analytics
Title: Adwords Keyword Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Google Analytics, Website Traffic
Title: Regional Behaviour
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Regional Website Acquisition

Which regions are generating the highest count of new users?

This report outlines some Google Analytics Acquisition stats

Categories: Google Analytics, Website Traffic
Title: Regional Website Acquisition
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Instagram Followers Count

How many people are following me on Instagram?

This number widget gives a quick summary of your Instagram followers

Categories: Facebook, Social
Title: Followers
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

Instagram Impressions

How many impressions am I getting on Instagram?

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

Categories: Facebook
Title: Impressions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

Instagram Post Engagement

Which of my Instagram posts is getting the most attention?

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

Categories: Facebook, Social
Title: Instagram Post Engagement
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

Account Performance

How is this account doing from a funnel perspective?

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

Categories: Conversions and Attribution, Revenue, Sales Performance, Website Traffic
Title:
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns
Title: Campaign Summary
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign Summary
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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

Categories: Deals, Revenue
Title: Deals Summary
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Agency Reporter, Small Business Marketer,
Role Visibility: All Roles

Google Analytics: Site Change Summaries

How are the visit stats changing?

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

 

Categories: Google Analytics, Website Traffic
Title: Google Analytics: Site Change Summaries
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Sales Activity
Title: Lead Status
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution, Email
Title: Real Time Email Campaign Viewer
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution, Email
Title: Real Time Email Campaign Viewer
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: Site Stats
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution, Social, Website Traffic
Title: Social Media Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution, Social, Website Traffic
Title: Social Media Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

Twitter

How is my Twitter engagement trending over time?

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

Categories: Social
Title: Twitter
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Visitors-Conversions Line Graph

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

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

Categories: Google Analytics, Conversions and Attribution, Website Traffic
Title: Visitors-Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Visits-Conversions Line Graphs

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

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

Categories: Google Analytics, Conversions and Attribution, Website Traffic
Title: Visits-Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Page Search Performance

 

From an SEO perspective, how are my pages performing?

This report shows the specific landing page URLs and how they are performing from a search perspective. This is a change-table thus it shows the change in attribute compared to the previous time range.

 

Categories: SEO
Title: Page Term Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Agency Reporter, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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. This is a change-table thus it shows the change in attribute compared to the previous time range.

 

Categories: SEO
Title: Search Term Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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

Categories: SEO
Title: Search Console Delta
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Search Console Trend

 

How is this search metric performing over time?

This Trend widget allows you to specify a search metric, filtering, etc, to monitor a specific metric over time.

 

Categories: SEO
Title: Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter, Email Marketer
Role Visibility: All Roles

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.

Categories: SEO
Title: SEO Attribute
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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

Categories: SEO
Title: Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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

Categories: Custom Widgets, SEO
Title: SEO Page Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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

Categories: SEO
Title: SEO Search Term Stats
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Appointment Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Form Submits
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Goal Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: MQL Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: New Lead Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Phone Calls
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Revenue Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity, Sales Performance
Title: Average Time per Call by Salesperson
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

Dials By Salesperson

Which sales person is taking/making the most calls?

Total calls by salesperson, regardless of status

Categories: Call Tracking, Sales Activity, Sales Performance
Title: Dials By Sales Person
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility:

Outbound Calls by Salesperson

How many outbound calls are my salespeople making?

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

Categories: Call Tracking, Sales Performance, Sales Activity
Title: Outbound Calls by Salesperson
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity
Title: Talk Time By Sales Person
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

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

Categories: Audiences
Title: Contact List Change
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Emails Delivered

Across all campaigns, how many emails have been delivered?

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

Categories: Campaigns, Email
Title: Emails Delivered
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Revenue
Title: Forecast
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

Form Conversion Rate

 

What is the conversion rate for this form?

This gives you a quick view of the conversion rate for a given form

 

Categories: Conversions and Attribution, Forms
Title: Form Conversion Rate
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: Form Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Form Impressions

 

How often is my form being viewed?

For a specific form, this delta widget gives you the impressions over a time range.

 

Categories: Conversions and Attribution, Forms, Website Traffic
Title: Form Impressions
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Form Partial Submits

 

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

This report will give you the performance in terms of partial form fills for a given form over a time range.

 

Categories: Conversions and Attribution, Forms
Title: Form Partial Submits
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Deals
Title: New Deals: Unweighted Value
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Deals
Title: New Deals: Weighted Value
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Revenue
Title: Revenue
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

Total Leads

How many leads are we generating?

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

Categories: Conversions and Attribution
Title: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Missed Calls

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

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

Categories: Call Tracking
Title: Unanswered Calls
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign - New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Call Tracking, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign - New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution, Social
Title: Campaign - Social Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns
Title: Campaign - Social Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Social, Website Traffic
Title: Campaign - Social Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Website Traffic
Title: Campaign - Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Website Traffic
Title: Campaign - Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution, Campaigns
Title: Campaigns Comparison: Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Campaigns
Title: Campaigns Comparison: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Website Traffic
Title: Campaigns Comparison: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Website Traffic
Title: Campaigns Comparison: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Contacts
Title: Contact Custom Field Pie Chart
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking,
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion by Type
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Sources
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversions by Campaign
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Campaign Goal Completions (Donut)

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

This widget displays the goal completed

Categories: Campaigns, Conversions and Attribution, Goal Tag Filters
Title: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Email Marketer,
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Goal Sources
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Outbound Calls By Salesperson

How many calls are the salespeople making?

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

Categories: Call Tracking, Sales Activity, Sales Performance
Title: Outbound Calls By Sales Person
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility:

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.

Categories: Call Tracking
Title: Phone Calls
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution
Title: Campaign Marketing Qualified Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution
Title: Campaign New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution, Website Traffic
Title: Campaign Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: Conversion Attribution Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: Marketing Qualified Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: Total Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Attribution: Total Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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.

 

Categories: Conversions and Attribution
Title: Conversion Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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.

 

Categories: Conversions and Attribution
Title: Conversion Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: Conversion Attribution: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: Conversion Attribution: Website Vistors
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Call Tracking, Email Marketer, Agency Reporter
Role Visibility: All Roles

Deals Attribution: First Conversion

What first conversion attribution has generated the highest probable revenue?

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

Categories: Conversions and Attribution, Deals, Companies, Contacts
Title: Deals Attribution: First Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

Deals Attribution: First Site Visit

Which marketing channels generated the highest probable revenue?

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

Categories: Conversions and Attribution, Deals
Title: Deals Attribution: First Site Visit
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Email Open - OS/Agent
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: First Touch Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: First Touch Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: First Touch Attribution: Marketing Qualified Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: First Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: First Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: First Touch Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: First Touch Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: First Touch Attribution: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: First Visit Attribution: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Campaigns
Title: Last Touch Attribution: Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Last Touch Attribution: Market Qualified Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Last Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Last Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Last Touch Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Last Touch Attribution: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: Last Touch Attribution: Website Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Phone Call Attribution

What marketing channels are delivering the highest number of calls?

This report reviews the Phone Conversions Source Medium

Categories: Conversions and Attribution, Call Tracking
Title: Phone Call Attribution
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Revenue Attribution: First Conversion

What first conversion attribution has generated the highest revenue?

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

Categories: Conversions and Attribution, Revenue
Title: Revenue Attribution: First Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter
Role Visibility: All Roles

Revenue Attribution: First Site Visit

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

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

Categories: Conversions and Attribution, Revenue
Title: Revenue Attribution: First Site Visit
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Revenue, Companies, Contacts
Title: Revenue Attribution: Recent Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Top Geographic Locations

Which region is visiting my website the most?

This piechart shows the website visits by country and region.

Categories: Website Traffic
Title: Top Geographic Locations
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Contacts
Title: Contact Custom Field Funnel
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking,
Role Visibility: All Roles

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

Categories: Companies
Title: Custom Field Funnel Organization
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Lead Funnel
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Visitor Funnel

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

This report shows the flow of visitors, conversions, sales

Categories: Conversions and Attribution, Sales Performance, Website Traffic
Title: Visitor Funnel
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Appointment Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Form Submits
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Goal Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: MQL Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: New Lead Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Phone Calls
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: Revenue Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Campaigns, Other
Title: Asset Asset (File Download) Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer,
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity, Sales Performance
Title: Average Time Per Call
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Calendar Campaign Email Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Calendar Campaigns Email Step Performance Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Calendar Campaigns Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Calendar Email Campaign Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Calendar Email Campaign Step Performance Totals - Campaign
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Outbound Calls by Salesperson

How many outbound calls are my salespeople making?

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

Categories: Call Tracking, Sales Performance, Sales Activity
Title: Calls
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

Dials By Salesperson

Which salesperson is taking/making the most calls?

Total calls by salesperson, regardless of status

Categories: Call Tracking, Sales Activity, Sales Performance
Title: Dials
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: Marketer

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

Categories: Call Tracking
Title: DNI Matched Call Session Length (minutes)
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Social
Title: LinkedIn Followers
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Social
Title: LinkedIn Shares/Likes
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Deals, Sales Performance
Title: Sales Performance: Created Deals Weighted Value
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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

Categories: Deals, Sales Performance
Title: Sales Performance: Deal Funnel - Deal Count
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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

Categories: Deals, Sales Performance
Title: Sales Performance: Deal Funnel - Deal Value
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Deals, Sales Performance
Title: Sales Performance: Deals
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Deals, Sales Performance
Title: Sales Performance: Deals Count
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Sequence Campaign Email Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Sequence Campaign Email Step Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer,
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Sequence Campaign Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Sequence Campaign Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer,
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity
Title: Talk Time By Sales Person
Visibility: Dashboards, Scheduled Reports
Related Products: , Corporate Marketer
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: Company Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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

Categories: Other
Title: Company Visitors with Employees
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: Company Visitors with Employees
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: Company Website Visits
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: New Companies Visiting
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Other
Title: New Companies Visiting
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer
Role Visibility: All Roles

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. 

Categories: Account Rollup
Title: Account Rollup: MQLs Generated
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Audiences
Title: Contact List Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Conversions Trend

How are the platform conversions trending over time?

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

Categories: Conversions and Attribution
Title: Conversions Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Campaigns
Title: Drip Campaign Participants
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer,
Role Visibility: All Roles

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

Categories: Campaigns
Title: Drip Campaign Participants
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Facebook Page Likes

How many people are liking my Facebook page?

This chart outlines the progression of page likes

Categories: Facebook, Social
Title: Facebook Page Likes
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution
Title: Goals Completed
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Goals Trend

What is the trend of goal completions over this time period

This line graph shows the trend of goal completions over time

Categories: Campaigns, Conversions and Attribution
Title: Goals Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: MQL Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Revenue
Title: Revenue
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, , Agency Reporter
Role Visibility: All Roles

Total Leads

How many leads are we generating over time?

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

Categories: Conversions and Attribution
Title: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution, Website Traffic
Title: Campaign Map
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Companies, Contacts, Conversions and Attribution, Website Traffic
Title: Map
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Deals
Title: All Deals: Unweighted
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Deals
Title: All Deals: Weighted
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Call Tracking
Title: AVG Session Length (DNI)
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Contact List Member Count

How many contacts are currently in this list?

This widget gives you the total number contacts in a list

Categories: Audiences
Title: Contact List Member Count
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Contact Segment Count

How many contacts are currently in this segment?

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

Categories: Contacts
Title: Contact Segment Count
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution
Title: Goals Completed
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking,
Role Visibility: All Roles

My Contact List Count

Categories: Audiences
Title: My Contact List Count
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Companies
Title: Organization Count
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Deals
Title: All Deals: Weighted Value
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Audiences
Title: Contact List Count Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: New Leads Spark
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Contacts, Website Traffic
Title: Who is on my website? (Real Time Viewer)
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, , Agency Reporter
Role Visibility: All Roles

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

Categories: Companies, Contacts
Title: Data Enrichment Lookups
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Conversion Sources
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution
Title: Goal Sources
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Campaigns
Title:
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Audiences, Contacts
Title: Contacts Added To List
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Account Rollup, Email
Title: Account Rollup: Calendar Campaigns Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Account Rollup, Email
Title: Account Rollup: Calendar Campaigns Email Step Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Account Rollup, Email
Title: Account Rollup: Calendar Campaigns Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Account Rollup, Email, Goal Tag Columns
Title: Account Rollup: Calendar Campaigns Email Step Statistics
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Account Rollup: Campaigns Workflow Email Performance Comparison

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.

Categories: Account Rollup, Email
Title: Account Rollup: Campaigns Workflow Email Performance Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Account Rollup: Campaigns Workflow 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.

Categories: Account Rollup, Email
Title: Account Rollup: Campaigns Workflow Email Step Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Account Rollup: Email Step Performance (Sequence and Campaign)

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.

Categories: Account Rollup, Email
Title: Account Rollup: Email Step Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Account Rollup, Email
Title: Account Rollup:Campaigns Email Performance Comparison (calendar + workflow)
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Account Rollup
Title: Agency Account Summary
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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.

Categories: Account Rollup
Title: Agency Sub Account Grouped Usage Summary
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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.

Categories: Other, Conversions and Attribution
Title: Asset (File) Downloads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer,
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Calendar Campaigns Email Step Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Calendar Campaigns Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution, Email
Title: Calendar Email Campaigns Email Performance Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Calendar Email Campaigns Rates Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Calendar Email Campaigns Step Performance - All Campaigns
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Calendar Email Step Performance - All Campaigns
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer
Role Visibility: All Roles

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.

Categories: Call Tracking
Title: Call Tracking Summary
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

Campaign Bounces

How many bounces were generated in this campaign

All bounces for the selected campaign

Categories: Campaigns, Contacts
Title: Campaign Bounces
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Campaign Clicks By Link

Which links received the most clicks?

This gives an overview of who clicked which links

Categories: Campaigns, Contacts
Title: Campaign Clicks By Link
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Campaign Email Opens

Who opened the emails in my campaign?

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

Categories: Campaigns, Contacts, Companies, Email
Title: Campaign Email Opens
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Campaign Email Performance Rates
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Campaign Email Sends

Which contacts were sent emails from this campaign?

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

Categories: Campaigns, Email
Title: Campaign Email Sends
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Conversions and Attribution
Title: Campaign Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Campaign Goal Completions - First Touch Source-Medium

For the specified campaign, 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

Categories: Campaigns, Conversions and Attribution, Contacts, Companies
Title: Campaign Goal Completions - First Visit Source-Medium
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Campaign Goal Completions - Last Touch 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

Categories: Campaigns, Conversions and Attribution, Contacts
Title: Campaign Goal Completions - Last Touch Source Medium
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Campaign Link Overview
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Email Marketer,
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Campaign Not Clicked
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Contacts, Email
Title: Campaign Not Opened
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Contacts, Email
Title: Campaign Unique Clicks
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Campaign Unsubscribes

Who unsubscribed in my campaign?

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

Categories: Campaigns, Contacts
Title: Campaign Unsubscribes
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Campaigns, Conversions and Attribution, Email
Title: Campaigns Email Performance Comparison (calendar + workflow)
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Contacts, Conversions and Attribution
Title: Campaigns Goal Completions
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Email Marketer,
Role Visibility: All Roles

Campaigns Workflow 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

Categories: Campaigns, Conversions and Attribution, Email
Title: Campaigns Workflow Email Performance Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

Chats

What chats have we received?

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

Categories: Companies, Contacts
Title: Chats
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Agency Reporter, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Audiences, Contacts
Title: Click to Call List
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: Companies with Employee records Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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

Categories: Companies, Website Traffic
Title: Company Visitors Table with Employees
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer
Role Visibility: All Roles

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 Countaggregate lead score, visits, source, medium

Categories: Companies, Website Traffic
Title: Company Website Visits
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Campaigns
Title: Completed Goals Table
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Call Tracking, Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Audiences
Title: Contact List Members
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Contacts
Title: Contact Segment
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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!

Categories: Audiences, Contacts
Title: Contact Segment - View Only
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Conversions

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!

Categories: Conversions and Attribution, Contacts, Companies
Title: Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Current Contact List Members

Which contacts are currently in this list?

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

Categories: Audiences, Contacts
Title: Current Contact List Members
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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?

Categories: Audiences, Contacts
Title: Current Contact List Members
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Audiences, Companies, Contacts
Title: Current Contact List Members - Organization
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer
Role Visibility: All Roles

Deals Attribution: First Conversion

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.

Categories: Conversions and Attribution, Campaigns, Deals, Companies, Contacts
Title: Deals Attribution: First Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Deals Attribution: First Site Visit

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.

Categories: Conversions and Attribution, Campaigns, Deals, Companies, Contacts
Title: Deals Attribution: First Site Visit
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Call Tracking
Title: DNI Group Summary
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Drip Campaign Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

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

Categories: Facebook, Campaigns, Social
Title: Facebook Post Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Contacts, Campaigns, Companies
Title: First Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter, Call Tracking
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Companies, Contacts, Campaigns
Title: First Touch Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Agency Reporter, Call Tracking
Role Visibility: All Roles

Form Attribution - All Forms

 

What Source-Medium is driving the form submits?

This report gives you a list of contacts and the attribution for submits for forms within a time range.

 

Categories: Conversions and Attribution, Forms, Companies, Contacts
Title: Form Attribution - All Forms
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Form Conversion Attribution

 

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

This report gives you a list of contacts and the attribution for submits for a specified form

 

Categories: Conversions and Attribution, Forms, Companies, Contacts
Title: Form Conversion Attribution
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Form Conversions

 

Who is filling out my forms?

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

 

Categories: Conversions and Attribution
Title: Form Conversions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Form Conversions with Lead Score

 

Who is submitting forms and what is their lead score?

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

 

Categories: Conversions and Attribution, Forms
Title: Form Conversions with Lead Score
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Contacts, Campaigns, Companies
Title: Last Touch Attribution: New Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Contacts, Campaigns, Companies
Title: Last Touch Attribution: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Contacts
Title: Lead Score Changes
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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

Categories: Campaigns, Social
Title: LinkedIn Post Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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?

Categories: Contacts, Sales Performance, Sales Activity
Title: Marketing Qualified Leads with no Contact Owner
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: MQL Table
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Call Tracking, Email Marketer, Small Business Marketer
Role Visibility: All Roles

My Contacts List

Categories: Call Tracking
Title: My Contacts List
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer,
Role Visibility: All Roles

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.

Categories: Call Tracking, Sales Performance, Sales Activity
Title: Outbound Dials
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Performance, Sales Activity
Title: Phone Call Conversation Categories
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

Phone Call Conversation Keywords

Which phone calls mentioned one of these keywords?

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

Categories: Call Tracking, Sales Performance, Sales Activity
Title: Phone Call Conversation Keywords
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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.

Categories: Call Tracking, Sales Activity, Contacts
Title: Recent Phone Calls
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, , Agency Reporter
Role Visibility: All Roles

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.

Categories: Call Tracking, Contacts
Title: Recent Phone Calls With Recordings
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Revenue Attribution: First Conversion (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.

Categories: Conversions and Attribution, Revenue, Campaigns, Companies, Contacts
Title: Revenue Attribution: First Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Revenue Attribution: First Site Visit (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.

Categories: Conversions and Attribution, Revenue, Campaigns, Companies, Contacts
Title: Revenue Attribution: First Site Visit
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Revenue Attribution: Recent Conversion (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.

Categories: Conversions and Attribution, Revenue, Campaigns, Companies, Contacts
Title: Revenue Attribution: Recent Conversion
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Deals, Sales Performance, Companies, Contacts
Title: Sales Rep Performance: Deals
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Campaigns, Email
Title: Sequence Campaign Email Step Performance Totals
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer,
Role Visibility: All Roles

SMS/MMS Messages

What are the text messages have we received?

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

Categories: Call Tracking, Contacts, Companies
Title: SMS/MMS Messages
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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!

Categories: Conversions and Attribution, Contacts, Companies
Title: Total Leads
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity
Title: Tracked Number Summary
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Campaigns, Social
Title: Twitter Post Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Missed Calls

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

This table gives a great view of the missed calls.

Categories: Call Tracking, Contacts
Title: Unanswered Calls
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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.

Categories: Conversions and Attribution, Website Traffic
Title: Website Visits via Shared Links
Visibility: Dashboards, Scheduled Reports
Related Products: All Packages
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: New Leads Monthly - Year Over Year
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Call Tracking, Sales Activity
Title: Phone Calls - Hour Of The Day
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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.

Categories: Call Tracking
Title: Phone Calls by Day Of The Week
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

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

Categories: Campaigns, Email
Title: Predictive Send Progress
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Deals, Sales Performance, Revenue
Title: Sales Performance: Monthly Forecast
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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

Categories: Conversions and Attribution
Title: Total Leads Monthly - Year Over Year
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Form Conversions by month

 

Which forms are performing the best month over month?

This is a stacked histogram of form submits that helps you visualize which forms are preforming the best.

 

Categories: Conversions and Attribution, Forms
Title: Form Conversions by month
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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.

Categories: Call Tracking, Sales Activity
Title: Phone Calls by month
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, All Packages
Role Visibility: All Roles

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

Categories: Deals, Sales Performance, Revenue
Title: Revenue Forecast (Weighted Value)
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Agency Reporter,
Role Visibility: All Roles

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

Categories: Other
Title: Getting Started Tutorial
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

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

Categories: Other
Title: Getting Started Tutorial
Visibility: Dashboards, Scheduled Reports
Related Products:
Role Visibility: All Roles

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

Categories: Other
Title: Getting Started with Call Tracking
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles
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