Revelation

Revelation is a business intelligence (BI) application that brings your data to life through interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution. A high level overview of each Revelation report can be found in this Google Sheet: https://docs.google.com/spreadsheets/d/1b9KXNnuIHyc-oZ0yLd_wI5819Y0cfhdp1sPMSEd3Uko/edit?usp=sharing

Revelation reports comprise of the following main sections that are available under the Shared Reports folder:

 

 



Content

Web Forms

This section covers details about the data collected via your web forms. You can view captured data as well as analyze trends/patterns prior to form submissions. Supporting tables, graphs and charts are included.

Reports included in this section:

  • First Activity Flow Dashboard

  • First Campaign Flow Dashboard

  • Form Submission Trends

  • Lead Source Flow Dashboard

  • Prior Activity Flow Dashboard

  • Web Forms Dashboard

  • Web Forms Report

An overview of each report along with supporting screenshots is available here.

Email Marketing

This section provides complete performance statistics of your various email campaigns. This helps you identify how good or bad a certain email campaign has performed in terms of key metrics such as Open rate, Click rate, Bounce rate etc. as well as overall engagement.

Reports included in this section:

  • Email Heatmap Analysis Dashboard (Sent vs Opened)

  • Email Heatmap Analysis Dashboard (Sent vs Clicked)

  • Email Map Dashboard (Click Rate)

  • Email Map Dashboard (Open Rate)

  • Email Map Dashboard (Opens)

  • Email Summary Dashboard (Sent)

An overview of each report along with supporting screenshots is available here.

Website

This section covers information about your website visitors and the performance of your various web pages in terms of visitors and engagements. This helps you understand where your visitors are coming from, what pages are they visiting on your website, how much time they’re spending on your website and what sort of content are they interacting with.

This report also provides information about your site visitors such as their IP address, City, Domain, Lead Sore etc.

Reports included in this section:

  • Visit Detail Report

  • Visitor Detail Report

  • Pages Visited Detail Report

  • Most Visited Pages

  • Generic Analysis

  • Original Lead Source Analysis

  • Visit Referrer Analysis

  • Referrer by Industry

  • Website Interest by Industry

  • Website Visits by Industry

  • Website Visits by Target Accounts

An overview of each report along with supporting screenshots is available here.

Revenue Analysis

Lifecycle Stage Analysis

This section provides information about the prospects in different lifecycle stages and covers data about conversion rate, balance, avg. time spent in a stage etc. This helps analyze trends/patterns prior to form submissions.

Provides an in depth analysis of your Lifecycle Stages over the reported period. Definitions for data reported in each Lifecycle Stage are below:

  • In Stage Start: Number of Prospects that were in this Stage on the Baseline Date. 

  • In Stage: Number of Prospects that entered this Stage during the Start and End Date. 

  • Out Stage: Number of Prospects that left this Stage during the Start and End Date. 

  • Conv %: Number of Prospects that left this Stage compared to how many Prospects were in the Stage to start (# of Out Stage / # In Stage Start). Helps you identify which Stages are converting faster than others. 

  • Balance: Number of people that were in the Stage on the Start Date, and also in the stage on the End Date. Helps you understand which Stage Prospects are getting "stuck" in (In Stage - Out Stage). 

  • Avg Time: Average time a Prospect was in the Stage. Analyzes only Prospects that have left the stage during the time frame.  

KPI Analysis

Groups each metric across all Lifecycle Stages. This view provides a holistic representation of each data point to help make decisions on which Lifecycle Stages need more focus/attention. For example, looking at the Conversion % box on the bottom left tells us we're converting 2.73% of our Marketing Qualified leads during the given time period. That's much higher than the other Lifecycle Stages during the same period. 

Prospect Analysis

Analyzes the flow of Prospects through each Lifecycle Stage during the reported period.  


An overview of this report along with supporting screenshots is available here.

Marketing

Demand Generation

This section provides information on your newly created Prospects who have a Lead Source, Campaign, and Program field. This helps you understand how the company is doing in terms of creating new Prospects from various different Lead Sources, Campaigns, and Programs. This is specially useful for your marketing team as it helps them decide which marketing campaigns should be focused on and which ones should be terminated.

Reports included in this section:

  • Demand Generation

  • Demand Generation - Prompted

  • Demand Generation by Program

An overview of each report along with supporting screenshots is available here.

Ad-hoc

This section covers the following reports:

  • Blended - Prospects, Org, Deals - Standard Fields

  • Deals

  • Organizations

  • Prospects

  • Prospects Activities

These reports provide an overview as well as a detailed breakdown of your data pertaining to prospects, deals and organizations based on standard fields and blended fields. This also includes graphical representation of data such as deals by lifecycle stage, deals by organizations, unique prospects by state etc.

An overview of each report along with supporting screenshots is available here.

Automations

This section provides information about the performance of your automation in terms of no. of prospects as well as the no. of days it takes to achieve a particular target score. Lead Liaison offers lead scoring to help qualify leads based on their interests and activities. Prospects are scored according to specific activities that indicate interest in a certain solution. Scoring values are represented by a number, ranging from 0 to 1,000.

Reports included in this section:

  • Customer Score Achievement Report (by automation)

  • Score Achieved Dashboard

An overview of each report along with supporting screenshots is available here.

Sales

ABM

This section provides information on the performance of your sales and marketing activities. The data provided in these reports helps you understand:

  • How an organization is engaging with your company over time.

  • What are the most influential people within an account (organization).

  • How many new qualified Prospects are you picking up and what are their scores etc.

Reports included in this section:

  • Account Journey

  • Account Score Impact

  • Influence on Qualified Prospects

  • Marketing Influence Analysis

  • New-Net Qualified Prospects

An overview of each report along with supporting screenshots is available here.

Trip Planner

The reports available in this section and specially useful for any executive or sales person trying to plan a trip to meet with existing or potential clients. Using the data provided, you can see prospects and/or customers in the area to plan the trip and make it efficient.

Many times when you travel to an area you have to think really hard about who else to visit. This makes it easy and gives you ideas.

Reports included in this section:

  • Trip Planner

  • International Trip Planner

  • Activities - Trip Planner

  • Deals - Trip Planner

An overview of each report along with supporting screenshots is available here.

Social Dashboards

As the name indicates, this section provides data to help you do a demographic and social analysis of the organizations and visitors engaged through your social media channels.

Reports included in this section:

  • Organization Profiling Dashboard

  • Prospect Profiling Dashboard

An overview of each report along with supporting screenshots is available here.