Dashboards
SaaS Report
1. Evaluate the effectiveness of advertising channels
What the report shows:
- Comparison of your current result in terms of attracted users with your monthly plan by channel
- Comparison of sources, channels, and campaigns in terms of the efficiency of passing funnel steps
Questions you can answer with this report:
- Is your team meeting the user acquisition plan, and through which channels?
- Which channels and campaigns have significantly lower than average conversions in attracted leads and customers?
S01 · Dashboards
2. Find out the contribution of touchpoints in capturing contacts
What the report shows:
- Comparison of your current result in terms of attracted contacts with your monthly plan in the context of touchpoints
- Distribution of attracted leads by touchpoint
Questions you can answer with this report:
- Through which touchpoints do you get more targeted leads: marketing or sales?
- Which channel–touchpoint pairs work best? Can they be scaled?
S02 · Dashboards
3. Analyze the implementation of the lead plan in target regions
What the report shows:
- Comparison of your current result in terms of attracted leads with the monthly plan by region
- Distribution of attracted leads by type: new and returning
- Distribution of attracted leads by quality score
Questions you can answer with this report:
- Is your team meeting the lead generation plan?
- What regions are driving your result?
- Are you able to find new leads or are your activities mostly bringing back regular customers?
- Are you able to attract qualified leads to whom you can sell your product?
S03 · Dashboards
4. Evaluate the efficiency of closing deals
What the report shows:
- Comparison of your current funnel result with the monthly plan
- Comparison of your current result for new customers by type of monthly subscription
Questions you can answer with this report:
- What percentage of deals generated per month were won by your sales team?
- What proportion of deals are at the final stage of the sales funnel, and what efforts have influenced this?
- Why type of subscription do your customers most often buy nand what channels influence this choice?
S04 · Dashboards
With this report, you can
- Understand if your team is meeting the plan in terms of the key steps in your SaaS business funnel
- Evaluate the effectiveness of each advertising channel in terms of contribution to new customers and MRR
- Find out which touchpoints help you capture contacts
- Analyze how the plan for SQL leads is being implemented in target regions
- Find out what share of deals the sales team has won and how it affects the implementation of the plan for new recurring income
More dashboards
