Salesforce reports provide you with a detailed summary of several marketing processes carried out by your team and align them with your sales processes.
Here are 10 of the best reports you should have on your Salesforce marketing dashboard that help you keep track of all the marketing practices that matter:
- Lead Quality Report
This is a matrix report representing different parts of your sales funnel for every lead stage. Here, you need to use the lead status field along with different custom values.
The time period for this report is the current month in which the leads are generated. This report allows you to create a feedback loop from your sales team to the marketing team pertaining to the quality of leads generated by the latter.
- Lead Aging Report
Also called the “rotting on the vine” report, this report provides you with the information about the age of the leads you generated and whether your sales reps are nurturing them adequately.
As inbound leads take lesser time to convert if approached soon after they are acquired, it is important to ascertain the age of your leads for the sales reps to start nurturing them.
- All Leads By Source Report
The leads you generate come from organic searches, Google Adwords, phone inquiries and other relevant sources. This repots provides you information about the sources from where all your leads are being generated.
The time frame used for this report is typically one calendar year, with the report showing a pie chart on your Salesforce Marketing Dashboard.
- Sales By Lead Source Report
This report is similar to All Leads by Source report but shows the percentage of each lead source that resulted in sales. Having the time frame of one calendar year, the report shows a pie chart with different sources of leads where the opportunities have been successfully closed.
- Leads By Source By Month Report
As the name suggests, this report shows you the composition of leads generated on a monthly basis. It is a matrix report in the form of a stacked bar chart.
This report can be easily built by using the lead source field on the lead object in Salesforce Marketing Cloud. It provides you with the answer to where your monthly leads are coming from, ascertaining if your lead volume is in sync with your marketing expenditures and other relevant questions.
- Opportunities By Stage This Month Report
This report helps you ascertain if the generated leads are turning into productive opportunities by the sales team. It is a funnel report showing you the number of leads sitting at each of the stages in your sales funnel.
- Leads Created Per Week Report
This is a simple report with a vertical bar chart showing the number of leads generated by your marketing team on a weekly basis. It allows you to ascertain the progress your team is making and the weekly trend of lead acquisition.
- Leads Created Per Month Report
This report is a simple vertical bar chart showing the number of leads generated each month by your marketing team.
- Leads Created Per Quarter Report
This is a simple report with a vertical bar chart showing the number of leads generated by your marketing team for every quarter.
- Opportunities By Lead Source
This report is a simple pie chart that shows you the percentage of different lead sources that are being converted into opportunities for your sales team to nurture.
This report is instrumental in assessing the lead sources that are successfully generating opportunities and the ones that are more or less unresponsive.
Although it is important to have these reports on your Salesforce marketing dashboard, they are just the building blocks for creating a customized and detailed marketing report helping the management make key decisions.
