Agency Reporter - Revenue Reporting

The Agency Reporter allows the agency to provide their client with easy and valuable information on revenue generated data from the CRM. The agency can build an informative dashboard for their clients and easily share the information internally.

Dashboards can be easily customised for the client based on the information they deem essential derived from their business model. Here is a link to best practices for building your dashboard How to create dashboards.

Here are some of the many ActiveDEMAND Revenue reports that would provide you with beneficial insights to how your marketing and sales strategies are performing.

Revenue Reporting

New Deals: Unweighted Value

This metric widget gives an at-a-glance view of the revenue generated for the time period

Account Rollup: Revenue Performance

As an agency, you can view revenue over the given time range across all of your client subaccounts.

This report will allow you to view and compare the performance of all of your subaccounts. Is there a low performer that you need to address or review marketing strategies for?

Sub-accounts

Revenue:

Revenue generated for a time period

The report will give you the most accurate data on closed deals and revenue accumulated.

Forecast Reporting

New Deals: Unweighted Value

This report gives you an at a glance view of the revenue generated for a time period not taking into account the probability of the sale not closing.

This report would allow you to have an understanding of what is coming in the funnel of all open deals.

New Deals: Weighted Value

This report gives you an at a glance view of the potential revenue for a time period taking into account the percentage value of the sale closing.

This report would allow you to have a more realistic view of what deals will be closed.

Deals Attribution: First Conversion

This report will show the total accumulated value of all open deals as attributed to their first source.

The report will help you understand which first touch source is the most lucrative opportunity.

Deals Attribution: First Site Visit

This report will show the total accumulated value of all deals attributed to the first website visit.

The report will help you understand how every opened deal first arrived at your website.

Updated on: 04/11/2022