Measure. Tweak. Grow.

Analytics Reports

All of our sales and marketing reports are available to our clients for tracking and optimization.

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  • Sales Funnel Master Performance Report

    View the performance of your whole funnel by month. See number of leads, number of deals, number of won deals, new won amount, total won amount & ROI in a single master report.

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  • Cost Per Leads, Deals, Won Deals

    This report can be generated for all sources or specifically filtered by marketing channels. If you have a fixed SEO monthly cost, it can even show this for organic traffic.

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  • Web Conversion Dashboard

    A comprehensive overview of conversion rates from various traffic sources over time to understand the value of each marketing channel in driving actions on the website.

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  • Marketing Channel Performance

    Analyze each marketing channel quickly with a bird’s eye view of their full funnel performance by month vs. ad cost.

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  • Web Traffic By Source

    This reports shows web traffic over time and breaks the traffic down into the different sources so that you can see which channels and campaigns are most effective.

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  • Web Traffic by Page

    See which pages are the most visited, with insights into user interest and content effectiveness to drive strategic optimization for increased visibility and conversion.

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  • Website User Engagement Events

    Delve into the nuances of how users interact with your website. This can be customized to show total engagement, views, event counts and engagement by specific pages or audience segments.

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  • Average Cost to Close

    View your funnel’s average cost to closed-won, closed-lost, and average cost to closed on all of your opportunities so that you can make informed decisions on costs and focus.

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  • Detailed Deal Funnel Status

    View all of your deals by detailed status to see how things are moving and if/where deals are getting bottlenecked.

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  • Leads & Deals by Customer Category

    See any of your opportunities at any stage in the funnel by your defined customer categories.

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  • Inbound Website Repeat Orders

    View the repeat orders being generated from your website to see how your web and marketing are impacting your customer retention and re-order frequency.

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  • Organic Traffic by Search Query Over Time

    See your site’s organic traffic grouped into what was searched by the week of the user traffic. See if your SEO effort is paying off and what searches are producing the most web traffic and when.

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  • Deal Status Counts by Month

    A simple snapshot of current deals segmented into stages from contact to closing for a clear view of the sales pipeline deal performance over time.

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  • Won-Deal Counts By Source

    Get a bird’s eye view of where your won-deals are coming from from by count and closing month.

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  • Won-Deal Amounts By Source

    Get a bird’s eye view of your won-deals are coming from from by amount and closing month.

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  • Organic Traffic by Keyword Search

    A breakdown of which keywords and key phrases were searched to produce traffic on your site, with average Google Position Rank, Impressions, and Click-Through-Rates.

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  • Organic and Direct Only Inbound Performace

    See only your leads, deals, and won-deals that have been created from organic and direct web traffic.

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  • Linkedin Cost per Lead & Deal

    View all of your your leads, deals, and won-deals created from LinkedIn Ads vs ad cost to view your approximate cost per acquisition.

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  • Repeat Order Count & Amount

    Isolate your repeat won-deals by count and amount to measure success of your account retention and customer re-order cycles.

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  • Inbound Leads Created Over Time

    See the trend of leads that are being created from your inbound marketing effort at a glance and filter by source in multi-channel marketing efforts.

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  • Deals Created Over Time

    See the trend of deals that are being created from your inbound marketing effort at a glance and filter by source in multi-channel marketing efforts.

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