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Marketing Metrics

Marketing Metrics Dashboard

The Marketing Metrics Dashboard is the centralized hub of all major marketing metrics and marketing KPIs. It is an evergreen source of information brought in from Salesforce that is comprised of numerous individual graphs/charts (defined below) and allows the viewer to quickly filter results using pre-defined filters on the dashboard itself.

Marketing Metric Charts - Base Fields and Base Data Filters

New Unique Emails AddedBase

Base Fields

  1. Salesforce Leads and Contacts - sum of unique SFDC IDs
  2. Created Date - SFDC System field - grouped by Month
  3. Net New Source Categories - using the Lead's Lead Source or Contact's Lead Source - By Default DiscoverOrg is removed, but can be added in with a Sisense filter.

Base Filter Email is not NULL.

MQLs by Date by Initial Source

Base Fields

  1. Salesforce Leads and Contacts - sum of unique SFDC IDs
  2. MQL Date - Lead MQL Date or Contact MQL DateTime - grouped by Month
  3. Source Buckets - using the Lead's Lead Source or Contact's Lead Source

Base Filter MQL Date is not from 2018-12-03 08:00:00 to 2018-12-04 07:00:00 (UTC)

MQLs by Date by Segment

Base Fields

  1. Salesforce Leads and Contacts - sum of unique SFDC IDs
  2. MQL Date - Lead MQL Date or Contact MQL DateTime - grouped by Month
  3. Sales Segment - Lead Sales Segment or Contact/Account Sales Segment - using the Lead's Lead Source or Contact's Lead Source

Base Filter MQL Date is not from 2018-12-03 08:00:00 to 2018-12-04 07:00:00 (UTC)

Converted MQLs by Converted Date

Base Fields

  1. Salesforce Leads - sum of unique SFDC IDs
  2. Converted Date - SFDC System Field - grouped by Month
  3. Source Buckets - using the Lead's Lead Source

Base Filter MQL Date is not from 2018-12-03 08:00:00 to 2018-12-04 07:00:00 (UTC) MQL Date is not NULL Is Converted - SFDC System Field - is not False

Opportunity Creation - Count by Source

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Created Date - SFDC System Field - Grouped by Month
  3. Source Buckets - Using the Opportunity Lead Source

Base Filter Stage Name is not Duplicate or 10-Duplicate

Opportunity Creation - IACV by Segment

Base Fields

  1. Opportunity's IACV - sum of IACV
  2. Created Date - SFDC System Field - Grouped by Month
  3. Sales Segment - Using the Account UPA Sales Segment

Base Filter Stage Name is not Duplicate or 10-Duplicate

XDR Opportunity Creation by XDR

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Created Date - SFDC System Field - Grouped by Month
  3. XDR - by User Name - Using the SDR or BDR fields on the Opportunity.

Base Filter Stage Name is not Duplicate or 10-Duplicate XDR is not NULL or Sales Admin

XDR Opportunity Creation by Source

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Created Date - SFDC System Field - Grouped by Month
  3. Source Buckets - using the Opportunity's Lead Source

Base Filter Stage Name is not Duplicate or 10-Duplicate XDR is not NULL or Sales Admin - by User Name - Using the SDR or BDR fields on the Opportunity.

XDR Pipeline Creation - IACV

Base Fields

  1. Opportunity's IACV - sum of IACV
  2. Created Date - SFDC System Field - Grouped by Month
  3. Sales Segment - Using the Account UPA Sales Segment

Base Filter Stage Name is not Duplicate or 10-Duplicate Sales Qualified Source is SDR Generated or BDR Generated

XDR SAOs by XDR

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Sales Accepted Date - Grouped by Month
  3. XDR - by User Name - Using the SDR or BDR fields on the Opportunity.

Base Filter Stage Name is not Duplicate or 10-Duplicate XDR is not NULL or Sales Admin

XDR SAOs by Source

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Sales Accepted Date - Grouped by Month
  3. Source Buckets - using the Opportunity's Lead Source

Base Filter Stage Name is not Duplicate or 10-Duplicate XDR is not NULL or Sales Admin

XDR SAOs - Opp per XDR

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Sales Accepted Date - Grouped by Month
  3. Salesforce XDRs - count of unique users in that role
  4. count of Opportunities / count of XDRs as - Opps per XDR

Base Filter Stage Name is not Duplicate or 10-Duplicate XDR is not NULL or Sales Admin - by User Name - Using the SDR or BDR fields on the Opportunity.

XDR Closed Won by Segment - Count

Base Fields

  1. Salesforce Opportunities - sum of unique SFDC IDs
  2. Closed Date - Grouped by Month
  3. Sales Segment - Using the Account UPA Sales Segment

Base Filter Stage Name is 'Closed Won' or '7-Closed Won' XDR is not NULL or Sales Admin - by User Name - Using the SDR or BDR fields on the Opportunity.

XDR Closed Won by Segment - IACV

Base Fields

  1. Opportunity's IACV - sum of IACV
  2. Closed Date - Grouped by Month
  3. Sales Segment - Using the Account UPA Sales Segment

Base Filter Stage Name is 'Closed Won' or '7-Closed Won' XDR is not NULL or Sales Admin - by User Name - Using the SDR or BDR fields on the Opportunity.

Converted MQLs by Converted Date - daily

Base Fields

  1. Salesforce Leads - sum of unique SFDC IDs
  2. Converted Date - SFDC System Field - grouped by Day
  3. Source Buckets - using the Lead's Lead Source

Base Filter MQL Date is not from 2018-12-03 08:00:00 to 2018-12-04 07:00:00 (UTC) MQL Date is not NULL Is Converted - SFDC System Field - is not False

MQL Goals

Base Fields

  1. Salesforce Leads and Contacts - sum of unique SFDC IDs
  2. MQL Date - Lead MQL Date or Contact MQL DateTime - grouped by Month
  3. MQL Goal - Displayed by Month

Base Filter MQL Date is not from 2018-12-03 08:00:00 to 2018-12-04 07:00:00 (UTC)

IACV Pipeline Creation

Base Fields

  1. Opportunity's IACV - sum of IACV
  2. Created Date - SFDC System Field - Grouped by Month
  3. Net New IACV Goal - Displayed by Month

Base Filter Stage Name is not Duplicate or 10-Duplicate Opportunity Type is Net New Business

New Hire Location Factor - Marketing

Base Fields

  1. Hire Date - Grouped by Month
  2. Location Factor - Averaged

Base Filter Location Factor is not NULL Department is not NULL Division is Marketing

Note: This data is from BambooHR