View Marketing Insights for Sales Cloud

Use the Marketing Insights for Sales Cloud dashboard to understand how your marketing efforts and spend are converting into revenue.

Required Editions

User Permissions Needed
To consume Cross-Channel solutions	Access, View & Export, Schedule, “Create & Edit”

Note The dashboard that’s created with this app is read-only and can’t be modified.

The Dashboard contains these tabs:

Tab	Description
Customer Acquisition	Get a high-level overview of your campaign’s performance. View your sales funnel and how your spend and revenue are performing in correlation. Also view your conversion rate between opportunities and closed-wons and the average time an opportunity takes to convert to a closed-won.
Weak Links	Find the weak points within your sales funnel. Get the conversion rates of the different stages in your funnel and the average time it takes for a lead to move to the next step.
Budget Justification	Get the information you must justify budget allocation to your stakeholders. See the cost of the spend and how it’s converted throughout the cycle to leads, opportunities, revenue, and return on investment.

Tab

Description

Customer Acquisition

Get a high-level overview of your campaign’s performance.

View your sales funnel and how your spend and revenue are performing in correlation. Also view your conversion rate between opportunities and closed-wons and the average time an opportunity takes to convert to a closed-won.

Weak Links

Find the weak points within your sales funnel. Get the conversion rates of the different stages in your funnel and the average time it takes for a lead to move to the next step.

Budget Justification

Get the information you must justify budget allocation to your stakeholders. See the cost of the spend and how it’s converted throughout the cycle to leads, opportunities, revenue, and return on investment.