Revenue Influence: What content influences most revenue?

This analytics dashboard will help you study your marketing content through the lens of revenue. Get insight into what type of content and which assets help users close deals and influence the most revenue. This report looks specifically at marketing content shared by sellers and closed-won opportunities that were closed within the selected timeframe.

Note: Due to communication between Salesforce and Showpad, there may be some delay in aggregating information. If you suspect that data is missing (e.g., due to configuration or permission issues), you can test your connection and initiate a manual synchronization (if necessary). Be aware that synchronizing can be time-consuming.

See how it looks

Key features

• 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.

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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.

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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.
You can:

• 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.

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Trends

The first box shows the total revenue for your selection. The arrow indicates whether the revenue is trending up or down compared to the previous timeframe. Below, you’ll see the difference in revenue between the current and past timeframes.

The second box indicates the total number of deals closed for your selection. The arrow indicates 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 box displays the total number of marketing assets that influenced closing deals for your selection. The arrow indicates 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 212,000k, reflecting an increase of 212,000 more than the previous 90 days
• There were 7 deals closed, which is 6 more than the previous period
• There were 30 assets linked to deals, which is 26 less than the previous period

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What content type drives the most revenue?

This graph displays 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 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

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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.

You can 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.
• The slider and click the three dot menu to reset the data to level 0 of tag categories.

Learn more about utilizing tag categories here.

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What is the revenue influence per asset?

The final section of the dashboard provides detailed data, either at a broad or granular level, depending on the filters you apply. You can break down the information by asset, tag, or tag category. Once you've selected the data view you need, you can export it as CSV or XLS by clicking the three-dot menu.

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How revenue influence is calculated

This report focuses on buyer interactions with marketing content shared by sellers via email Shares, link Shares, or Shared Spaces. It specifically tracks content linked to closed-won opportunities within the selected timeframe. The totals are calculated using Salesforce's standard Amount field.

• 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

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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

1. Click the Export icon and select Print. A preview is generated for your review.
2. When ready, click the Print button.

Generate a PDF

1. Click the Export icon and select Generate PDF. A message will appear to inform you that the generation is in progress.
   This may take a few moments. You can close the message by clicking the X. A message is displayed when your PDF is ready.
2. 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

1. Click the Export icon and select View exports. A list of your PDF exports is displayed.
2. Download the export by clicking on Click to download.

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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
• Type
• RecordType.Name 

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