Marketing & revenue performance
What this report measures
Each row has five cards: an analysis and monthly trend, followed by source, medium, enquiry type and country. Click a pie slice, map region or attribution label to filter all rows. Click a monthly column to select that month. Reset all returns to the full year.
| Row | Population and date basis |
|---|---|
| Leads | Leads created in the selected period. The five doughnut segments show New, Qualified, Unqualified, Dead and Spam. These mutually exclusive statuses sum to the total. Qualified status does not establish MQL status; explicit MQL criteria and dates are needed. |
| Opportunities | Opportunities created in the selected period, grouped by their current stage. Stages are separate groups, not stage-to-stage conversion rates. |
| Revenue | Closed-won deal value in USD, using close date. This is booked deal value, not accounting-recognized revenue. Breakdown labels show revenue value only. |
About the demo
The supplied image provides full-year aggregates and 10 created leads per month. The attached HTML adds synthetic dates and attribution combinations. Those illustrative records are retained for interactive exploration. Monthly qualification, opportunity and revenue patterns and filtered results are not verified client performance. Lead and opportunity populations are separate; do not interpret ratios between them as measured conversion rates.
All charts start at zero. Type bars are scaled to the largest category within that card. Pie and doughnut slices show each category’s share of the total. Monthly charts use their own labelled vertical scale. Missing historical qualification dates prevent a new-MQL-by-month analysis.
Replace the demo records using Edit data. Apply updates, then Download HTML to retain changes. No live Salesforce connection is included.