Lead source performance
Understand and compare sales performance based on lead source.
Date created
Feb 5, 2023
Author
Ryan J. Buick
Use case
Sales
Apps
Salesforce
Created by
Canvas
This template contains a model for drilling into individual sales rep performance and a variety of visualizations for comparing sales reps against each other.
Each record in the model represents an individual member of the sales team, enriched with data about their pipeline, bookings, losses, and win percentages.
Lead source performance
How much do we have in opportunities for each lead source?
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How many opportunities do we have per lead source?
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What was the win rate of each lead source?
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What is our lead conversion ratio per lead source?
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UTM source performance
How much do we have in opportunities for each UTM source?
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How many opportunities do we have per UTM source?
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What was the win rate of each UTM source?
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What is our lead conversion ratio per UTM source?
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UTM medium performance
How much do we have in opportunities for each UTM medium?
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How many opportunities do we have per UTM medium?
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What was the win rate of each UTM medium?
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What is our lead conversion ratio per UTM medium?
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Campaign performance
How much do we have in opportunities for each UTM campaign?
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How many opportunities do we have per UTM campaign?
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What was the win rate of each UTM campaign?
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What is our lead conversion ratio per UTM campaign?
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Pivots
By lead source
Insert table
By UTM source
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By UTM medium
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By UTM campaign
Insert table
Model columns
| Column | Description |
|---|---|
| id | PK of the table, which is the combination of lead_source & utm flag |
| lead_source | The lead’s source. |
| utm_medium | The UTM medium |
| utm_source | The UTM source |
| utm_campaign | The UTM campaign |
| total_opportunities | Total number of opportunities associated with a specified source |
| total_won_opportunities | Total number of won opportunities associated with a specified source |
| total_lost_opportunities | Total number of lost opportunities associated with a specified source |
| total_open_opportunities | Total number of open opportunities associated with a specified source |
| total_won_amount | Total amount of won opportunities associated with a specified source |
| total_lost_amount | The opportunity amount, if status is lost. |
| total_open_amount | Total amount of open opportunities associated with a specified source |
| unique_leads_count | Total leads associated with a specified source |
| unique_prospective_count | Total prospects (accounts havent had any closed deals yet, only open deals) associated with a specified source |
| unique_lost_customers_count | Total lost customers (accounts havent had any won deals yet, only lost deals) associated with a specified source |
| unique_customers_count | Total customers (accounts have had at least one deal) associated with a specified source |
