Marketing & Sales SLA Dashboard

This Marketing & Sales dashboard offers a high level overview of cumulative results driven by digital activity on an annual basis.

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Used one-click connectors:

  • HubSpot Marketing HubSpot Marketing
  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot Marketing or HubSpot CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Understand how each channel is contributing comparatively

  • Real-time view of actual performance around key objectives, typically defined in the SLA between Marketing and Sales. Track progress toward annual goals for Traffic, Leads, SQLs, and Customers.

Key Metrics

  • Traffic YTD vs. Annual Goal, Leads YTD vs. Annual Goal
  • SQLs YTD vs. Annual Goal, Customers YTD vs. Annual Goal
  • Traffic YTD by Source, Leads YTD by Source, Customers YTD by Source
  • Deals Closed This Year, Revenue Won This Year, Customers YTD by Source