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Marketing Dashboard

On the Marketing Dashboard you can analyze Marketing related results.

Marketing Dashboard.png

With the Add widgets button you can personalize your dashboard. You can filter by diagram type and add a widget by hovering with your mouse and clicking Add and have the following options:

Marketing widgets.png

Widget Explanation
New leads An overview of new leads with contact information./td
Custom chart Custom Charts are available on the Enterprise plan, letting you can create your own dashboard widgets from your CRM data. This might be a summary of your customer accounts, sales revenue or maybe a custom field you’ve added. Charts are created in a similar way to your CRM reports, with output values displaying as pie charts, line charts, bar charts, gauges, or just a numerical value.
Mail Delivery Stats View the percentage of emails that have been responded to.
Welcome Video Welcome video of Spotler CRM.
Mailing Open Rate Past Month Are your emails opened a lot or not? Are your emails opened a lot or not? You can see the open rate in this chart.
Emails Sent Last 30 Days Here you see the amount of emails sent last 30 days.
Leads by source A pie chart showing the sources where leads come from.
Monthly Leads A widget to track the effectiveness of your campaigns called Monthly Leads. To populate the widget, open the Account, and find the relevant campaign name from the dropdown list in the Campaign field.
Delivery Stats

In this table you can see the following information:

  • Opens: Total number of Contacts that Opened the email.
  • Clickthroughs: Total number of Contacts that clicked on a link – number is also counted in number Opened.
  • Unsubscribed: Total number of Contacts that Unsubscribed – number is also counted in number Opened
  • Bounced: Total number of email addresses that Bounced – number is also counted in number Total Sent.
  • Duplicate: Total number of Duplicate email addresses.
  • Total Sent: total number of sent emails.
  • Total Delivered: Total number of Contacts the email has been Delivered to – number is also counted in number Mailed
  • Open Rate: percentage of Contacts that Opened the email.
  • Clickthrough Rate: percentage of Contacts that clicked on a link.
  • Unsubscribe Rate: percentage of Contacts that Unsubscribed.
  • Bounce Rate: percentage of email addresses that Bounced.

B2B solution charts

The following charts are default in the B2B-solution. You can add and remove to personalize your dashboard:

  • Amount of Activities Per Month (niet te verwarren met digital activities)
  • Amount of Opportunities Per Month
  • Amount of Opportunities Per Source
  • Daily Tasks
  • Digital activities per type
  • Hot Leads (reports businesses in the last 7 days who have scored over X number of points)
  • Mailing Reports
  • Number of Page Visits this week
  • Amount of companies per Industry
  • Company Sizes
  • Web Traffic per Traffic Medium
  • Top 10 Most Popular Pages
  • Trend of Page Visits last 24h
  • Trend Report of Mailings From Mail+