The Tactical ROI Summary allows for tracking of current investments, generated pipeline and ROI through integration with Salesforce. It allows you to answer questions such as: How much Pipeline have I generated? What campaigns and channels are performing the best based on first touch, last touch, and multi-touch attribution models?

Insights Explored

This Dashboard displays the actual investment and generated pipeline amounts and calculate ROI. It also provides insights into how close you are to the ROI target and how much additional pipeline is needed to reach the target ROI ratio.

Insights can be further investigated based on attribution, easily see channels are the most or least effective on the first touch, the last touch and multi-touch campaigns.

Where Does the Data Come From?

Required Features: Actuals, Salesforce Connector.