🌟 Introduction
Savant's Lead Funnel Metrics Report provides a simple and comprehensive way to connect leads and opportunities, giving you a holistic view of lead engagement within the sales funnel.
💼 Business Impact
The template provides users with a comprehensive perspective of their Lead funnel by offering the following benefits:
Enables tracking of the lead journey across multiple systems, providing a holistic view.
Allows customization of lead milestones and stages to be tracked, tailored to individual needs.
Enhances control over the causes and effects of lead-to-opportunity transitions.
By utilizing these customizable features, RevOps teams can effectively monitor which activities contribute to higher conversion rates at each stage of the funnel. This invaluable insight enables them to make data-driven decisions, optimize their pipeline creation process, and ultimately improve overall business outcomes.
📥 Data In
To generate Savant's Lead Funnel Metrics Report, Savant users will need to gather data from various sources such as SFDC, Salesloft, Hubspot, and Marketo. Specifically, they will need to obtain SFDC Leads and Opportunities data. These sources will serve as the foundation for the analysis.
📤 Data Out
Savant's Lead Funnel Metrics Report answers the following key questions:
What does the lead funnel look like based on selected dimensions, such as Lead Source and Territory?
How many Marketing Qualified Leads (MQL) do we have?
What is the average time it takes for a lead to become Marketing Qualified (Avg. Time to MQL)?
How many Sales Accepted Leads (SAL) do we have?
How many Sales Qualified Leads (SQL) do we have?
How many Opportunities have been created?
How many Opportunities have been closed and won?
📊 Metrics
Savant's Lead Funnel Metrics Report includes the following metrics:
Number of Marketing Qualified Leads (MQL)
Average Time to MQL
Number of Sales Accepted Leads (SAL)
Number of Sales Qualified Leads (SQL)
Number of Opportunities Created
Number of Opportunities Closed Won
These metrics provide valuable insights into the effectiveness of lead generation and sales processes.
📝 Template Setup
To generate Savant's Lead Funnel Metrics Report, Savant users can follow these steps:
Step 1: Data Input
Replace the placeholders with the appropriate data sources:
📥 Replace Opportunity Source with the relevant Opportunity Source.
📥 Replace Leads Source with the appropriate Leads Source.
Step 2: Configuration
⚙️1: Select the desired Join Type. By default, the Filter node is set to include all records that match on Opportunity ID or Contact IDs. Savant users can modify this filter to focus on a specific type of join if needed.
Step 3: Destination
We recommend Savant users to configure the output of the report to a Google Sheets file or a database, ensuring easy access and storage of insights.
🌠 Further Customizations
Once Savant users have set up the basic template, they can further customize the Lead Funnel Metrics Report according to their specific needs. For example, they may want to incorporate additional dimensions or filters to analyze the lead funnel from different perspectives. Experimentation and exploration of various configurations will help uncover deeper insights and tailor the report to specific business requirements.