The campaign analytics allows you to keep track of the contacts that show up in the sales campaign. The source of the contact’s acquirement (tags) is presented as well).

Such report can be useful for:

• researching, to find the most effective source of the contact’s acquirement,
• analyzing contacts’ movement between various stages within a sales funnel,
• verifying communication channels while gaining contacts,
• calculating the conversions of the contacts within a campaign,
• grading work of sales teams.

Go to START -> DASHBOARD -> CAMPAIGN ANALYTICS -> ADD NEW DASHBOARD.

Then you will see the following report:

 

[1] Name – provide a name for a report.

[2] Funnel – choose a sales campaign to be analyzed.

[3] Tags – type in tags (source) that will be assigned to a particular sales campaign.

Note:

• it is enough if you type just 3 first letters – the name of the tags will show up automatically,
• there is no limit with the tag number.

[4] Schedule report – click to add the report. You will be redirected to the main dashboard where you can confirm report or edit it.

Note: 

• the report will update itself once a day. To get the data you will have to wait for 24 h.

The description of the report

[A] NUMBER OF CONTACTS

This section allows you to analyze the changes in contacts on a particular stage in a particular time slot.

[A1] Time slot – time period for the analysis:

• last 7 days
• last 30 days
• current month
• last month
• last quarter
• current year
• last year

[A2] Number of contacts –  the number of the contacts in a particular time period in a sales campaign. You will be able to see the comparison to the previous time period: for example, if you choose “last 30 days” you will see the data that will present the change that occurred for the last 30 days up to the current day.

[A3] Stages – every box presents a particular stage with the number of contacts in a particular period in time with the comparison to the last time period you chose.

[A4] Diagram –  clicking on any box [B2,B3, etc.] will show the total results the contacts gain every day. The diagrams show the current period and the previous one. Thanks to that, you can check if your marketing generates the results you want.

[A5] Routing of contacts with tags for a stage in funnel – this diagram can be changed with the time slot. You will see here each stage of the sales campaign with the information about the number of contacts gained from a particular tag.

 

[B] SOURCE OF ACQUIRING CONTACTS

In this section, all of the sources are analyzed. You can get the information about how many contacts come from a particular tag. You can choose the time period as well.

 

 

[B1] Number of contacts – the number of all of the sources you chose for a particular time period.

[B2] Sources – every box presents the detailed sources that the contacts were gained from, with the time period. It shows the ratio of the particular source to the rest of contacts, from the box “NUMBER OF CONTACTS”.

[B3] The specific flow of contacts between stages in a funnel – in this diagram you can monitor the flow of the contacts during different stages in a campaign. If you hoover over the diagram you will see:

• the path of the contacts: f.e New Contact -> Interested,
• the number of the contact,
• the average time slot for the contact flow between stages.

[B4] The summary flow of contacts between contacts in a funnel – the diagram presents the entire flow of the contacts between stages. The diagram can be changed depending on the time slots. You can analyze if the sales team assigns contacts correctly to the stages in a campaign and how the flow looks like between the stages.

[C] CONVERSION OF CONTACTS IN FUNNEL 

Here, you can measure the average time the contact needs to move though the entire sales campaign, (the source will also be provided).

[C1] The average time of contacts routing days – you will be able to see the average time the contacts need to move from the first stage to the last one (measured in days).

[C2] Change of the average time – compares the date to the previous time period.

[C3] Number of contacts – the number of contacts, that showed up in the sales campaign in a particular time slot.

[C4] Lead velocity by source (days) – on a diagram you can see the sources that have been analyzed for the contacts with the average time they needed to go through the entire campaign.

[C5] Lead velocity by source (value) – on a diagram you can see the sources that have been analyzed with the number of contacts that got through the campaign.

NOTE – In terms of the customer acquirement sources and assigning tags. If 2 or more tags (responsible for the acquirement of the contact – source) will be assigned to a contact, the tag in the analytics taken into consideration will be the one that have been assigned to the contact first. One contact cannot be classified to more than one source of customer acquirement.