ActiveCampaign Sales pipeline report template for marketing teams and agencies

A Sales pipeline report should include metrics such as visibility (number of impressions, reach), engagement (click-through rate, likes, comments), and conversion metrics (conversion rate, sales revenue). The data should be segmented by campaign (e.g., Black Friday Sale), channel (e.g., Facebook ads), audience (e.g., age group), content (e.g., video vs. image), objective (e.g., brand awareness vs. lead generation), and date (e.g., weekly or monthly). For example, the report should provide data on the visibility of a Black Friday Sale campaign on Facebook ads, segmented by age groups, comparing the engagement rates between video and image content, and tracking the conversion rates for lead generation objectives.

To analyze sales pipeline data, include the following in a report: 1) Metrics: Break them down by visibility (number of leads generated), engagement (number of follow-ups or meetings conducted), and conversion metrics (number of deals closed). 2) Context: Compare against cost (ROI on marketing expenses), date range (tracking progress over time), goals (achievement of sales targets), rates (conversion rates), and benchmarks (industry standards). 3) Segmentation: Segment data by campaign (e.g., email marketing), channel (e.g., social media), audience (e.g., target demographics), content (e.g., different messaging strategies), objective (e.g., lead generation or upselling), and date (e.g., monthly or quarterly analysis). For example, track the visibility metric for an email marketing campaign targeting millennials over a 3-month period to assess its effectiveness.

To build an ActiveCampaign sales pipeline dashboard, 1) connect your ActiveCampaign account and any other relevant data sources. 2) Choose metrics such as conversion rates, deal value, and sales velocity to monitor performance. 3) Segment your data by campaign, sales channel, target audience, product type, customer content, objective, and date for a comprehensive view. 4) Incorporate filters or buttons for interactivity, such as viewing specific time periods or deal stages. 5) Share your dashboard via PDF, scheduled emails, or direct links for easy access.

An ActiveCampaign sales pipeline dashboard is a visual tool that provides a comprehensive overview of sales activities, tracking leads and deals progress in real-time. It is significant for businesses as it aids in decision-making, forecasting, and strategy planning by providing insights into sales performance. Tools like Looker Studio are commonly used to create such dashboards, which typically include key elements like deal stages, deal values, win rates, and sales velocity. Real-time data monitoring is crucial as it allows for immediate response to changes and trends. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.