What content influences most revenue?

• Discover the content with the most substantial ties to results
• Print or generate a PDF of full or filtered data
• Export full data set to CSV and XLS
• Breakdown of revenue influence by tags and categories
• This dashboard supports AnalyticsIQ. Learn more about using AnalyticsIQ.

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 the Salesforce integration, and populated SFDC Opportunity fields:
  • The fields used for this report are: Id, Name, Amount, CloseDate, IsClosed, IsWon, StageName, AccountId, and OwnerId.

See how it's done

• Filtering
• Trends
• What content type drives most revenue?
• Which top 5 file categories help to achieve highest revenue?
• What is the revenue influence per asset?
• How revenue influence is calculated
• Printing
• Deal data syncing with Salesforce

Note: Some assets' names may display a number in brackets. This is used to differentiate assets with identical names.

Filtering

The Currency, Division, User Group, and Date range filters influence all sections of the dashboard.

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.

By default, the selected options will be USD, all the Divisions you have access to, all applicable user groups, and a 90-day range.

Edit your selection to see the specific data. Select the currency in which you would like to view the revenue. Choose to view data for any or all of the Divisions you have access to. Choose the user groups you wish to filter for. Lastly, select the timeframe, choosing from 7, 14, 30, 90, 180, and 360-day periods.

Hover over the filter and click on the three dot menu to reset the data to default or refresh the available options.

Trends

The first Key Performance Indicator (KPI) box shows the total revenue for your selection. The arrow will indicate if the revenue is trending up or down compared to the previous timeframe, and below, you’ll see the difference in revenue between the current and past timeframe.

The second KPI box indicates the total number of deals closed for your selection. The arrow will indicate if the number is trending up or down compared to the previous timeframe, and below you’ll see the difference between the current and past timeframe.

The third KPI box displays the total number of marketing assets that influenced closing deals for your selection. The arrow will indicate if the number is trending up or down compared to the previous timeframe, and below you’ll see the difference between the current and past timeframe. Assets influencing deals are marketing assets shared and viewed by a prospect before an opportunity is closed and for a closed and won opportunity within the selected timeframe. Content shared via email, link, or Shared Space must be logged to an opportunity with our CRM integration to be counted.

In the example below, for the last 90 days:

• The total revenue reached 5,315,000, reflecting an increase of 543,000 more than the previous 90 days
• There were 32 deals closed, which is 5 less than the previous period
• There were 123 assets linked to deals, which is 21 less than the previous period

What content type drives the most revenue?

This graph shows the revenue per content type for your selection. In the example below, you can see that documents drove 5,302,000 of revenue, while videos drove 2,803,000 of revenue, and pages drove 2,771,000 of revenue.

On the right-hand side of the graph, you can see two sections presenting the top 5 most influencing assets and rising assets for the timeframe selected:

• Most influencing assets are the ones that had the highest revenue contribution
• Rising assets are the ones that had the most significant increase in revenue contribution

To quickly determine the most influencing and rising marketing assets for a specific content type, click on the corresponding bar in the graph. The top 5 assets of each section will be displayed on the right-hand side.

By clicking again anywhere on the graph, the top 5 assets visuals will return to the default view.

Which top 5 file categories help to achieve highest revenue?

If you're an organization that utilizes tag categories, this graph shows the revenue per tag category for your selection.

Hover over a row to see the total revenue for a specific tag category, and use the slider to see the categories on your different levels.

Hover over the slider and click the three dot menu to reset the data to level 0 of tag categories.

Click here to learn more about utilizing tag categories.

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 filter selections. 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.

How revenue influence is calculated 

In more detail, this report looks specifically at buyer activity on marketing content shared by sellers (through email Shares, link Shares, or Shared Spaces) linked to closed-won opportunities that were closed within the selected timeframe. Totals are based on the standard Amount field in Salesforce.

• Revenue influence looks at any content shared via email, link, or Shared Space that is logged to an opportunity in Salesforce before the opportunity's close won date.

Printing

The Export icon at the top right of the dashboard enables you to print or generate a PDF of the entire dashboard, filtered or unfiltered. You can also view all of your PDF exports.

• Print dashboard - Click the Export icon and select Print. A preview is generated for your review. When ready, click the Print button.
• Generate PDF of the dashboard - Click the Export icon and select Generate PDF.  A message is displayed to inform you the generation is in progress. This may take a few moments. You can close the message by clicking the X. When your PDF is ready, a message is displayed. Click the Download button. Note: Navigating elsewhere during the PDF generation will disrupt the process, and you'll need to regenerate the PDF. 
• View exports of the dashboard - Click the Export icon and select View exports. A list of your PDF exports is displayed. You can download the export by clicking on Click to download.

Deal data syncing with Salesforce

Salesforce and Showpad work together to generate this report. The report considers marketing content and closed-won opportunities that were closed within a selected timeframe. 

From the Salesforce Opportunity, Showpad syncs these default fields to build this report:

• ID
• Name
• Amount
• CloseDate
• IsClosed
• IsWon
• StageName
• AccountId
• OwnerId