Marketing & Sales Analytics

Marketing Performance

Compare channels using agreed definitions. Start with campaign costs, traffic, form events and an identifier that links an inquiry to the CRM.

WHAT YOU GET

• A source map covering website, events, paid and organic channels.
• Agreed KPIs for inquiry volume, lead quality and cost.
• A reporting view that distinguishes known and unknown sources.

Sales Pipeline Analytics

Follow each lead from first contact to qualification, proposal and a won or lost deal. Sales pipeline analytics depends on consistent stage definitions and timestamps.

WHAT YOU GET

• Conversion rates and time spent at each stage.
• A view of open proposals, stalled opportunities and owners.
• Source-to-deal reporting with attribution gaps marked.

Dashboards & Reporting

Give a manager one view for the weekly review. Sales dashboards should answer which channels generated proposals, what progressed and what needs action.

WHAT YOU GET

• A KPI dictionary and dashboard layout.
• Connected CRM, campaign and website data with an agreed refresh schedule.
• A management view plus a limited KPI view for workplace screens.

CRM & Lead Automation

An inquiry needs a clear owner. We map the form fields, CRM stages and handoff rules before implementing lead management automation.

WHAT YOU GET

• Field mapping from web forms into CRM records.
• Routing rules, follow-up reminders and exception handling.
• A tested workflow with access controls and handover notes.