Overview
The Division: Consumer Services report brings the Consumer Services marketing funnel into one view, combining CRM lead and funnel data with paid media performance. It tracks lead volume and cost, how records move through each funnel stage, and how media spend performs, with comparisons to the prior period.
Integrations Required
Paid Media (eg. Google Ads, Meta Ads, etc.)
CRM (eg. Salesforce, HubSpot)
Sections
Overview - KPI cards, a distribution breakdown and column charts covering Leads and Cost. This answers: "How many leads did we generate compared to the prior period?" and "What are we spending to bring those leads in?"
Funnel Analysis - Choose a funnel stage to see its Selected Stage Count, Selected Stage Cost Per and Selected Stage Conversion Rate, with Records shown in a funnel visualization and trend lines. This answers: "Where are leads dropping out of the funnel?" and "Is our cost per stage rising or falling over time?"
Media Performance - A distribution breakdown, KPI cards and trend lines covering Spend, Impressions, Clicks, Conversions, CTR and CPC. This answers: "Is our media getting more or less efficient on CTR and CPC?" and "Are clicks turning into conversions?"
