Revenue influence reporting: your deal data dashboard

Study your content through the lens of revenue. Are there file types that your users prefer, which lead to won deals? Find that out in analytics reporting, where it responds to the question: What content influences the most revenue?

See how it looks

Key features

• Discover the content with the most substantial ties to results
• Export full data set to CSV and XLS
• Breakdown of revenue influence by tags and categories

You need this to succeed

• Showpad Web app with administrative or promoted user reporting capabilities
• Activity within your Showpad instance by users
• A Showpad license plan that includes CRM integration with Salesforce

The quick way to awesomeness

• Toggle analytics reporting on as an administrator
• Link your CRM to Showpad for revenue reporting
• Compare content and revenue
• Filter data and export to XLS or CSV

Do this step by step

1. Toggle on the analytics switch in your administrator reports tab.
   

   Note: When this toggle is active, the Reports tab in the Online Platform is renamed to Analytics.

   
2. Select the question: What content influences most revenue?
   
3. Review your dashboard at a glance with insights and data pertinent to your organization. Read on for information on each section of your dashboard.
   

 

Questions to answer questions

Each section of your revenue dashboard corresponds to questions that will help identify areas of challenge and success in your organization.

What content influences most revenue?

• Total Revenue Last 90 Days: recent earnings and how much they have risen or fallen in the past 90 days
• Total Number of Deals Last 90 Days: closed deals in the past 90 days and the comparison percentage
• Total Number of Assets Linked to Deals in the Last 90 Days: Showpad assets that have been linked to deals closed in the past three months

What content type drives the most revenue?

Across the dashboard, see more data when you hover over a piece, and isolate it with a click.

Which top 5 file categories help to achieve highest revenue?

If you're an organization that utilizes tag categories, you can select to display one of the category levels set up within your administrative capabilities. Click here to learn more about utilizing tag categories.

Asset ranking statistics

Check out the assets that are making the most difference financially. The breakdowns are easy to understand at a glance and are exciting to share with your colleagues to show that teamwork does bring results.
From a single asset to a single million-dollar deal, track those assets according to what is influential and rising.

What is the revenue influence per asset?

The final section of your dashboard includes data at the most extensive scale or granular level, depending on your choices. Choose to view your breakdown by asset, tag, or tag category. When you've got the data you want, click the three-dot menu to export it to CSV and XLS.

Helpful information about revenue influence reporting

Salesforce and Showpad work together to generate this particular report. Here are some tips to get the most out of this functionality:

• This report looks specifically at closed-won opportunities that were closed within the reporting time frame.
• Due to communication between Salesforce and Showpad, there may be some delay in aggregating information. Patience in a moment will bring key results soon after.
• It syncs these default fields from the opportunity to build the report:
  
  • Id
  • Name
  • Amount
  • CloseDate
  • IsClosed
  • IsWon
  • StageName
  • AccountId
  • OwnerId
• If your organization uses multiple currencies, you can choose which currency to view the report in (USD or EUR). As the exchange rate for currency conversion, we use a six-month rolling average ending at the last date of the previous month.

Note: If for some reason (e.g., configuration or permission issues) you suspect that data is missing, you can can test your connection, and initiate a manual synchronization (if necessary). Be aware that synchronizing can be time-consuming.