Marketing

Marketing dashboards

Website performance
Monthly sessions
48,320
↑ 12% vs last month
New visitors
31,540
↑ 9% vs last month
Avg. session
3.2 min
↓ 4% vs last month
Bounce rate
41%
↑ Improved 3pts
Page views
This year · monthly
Trending up from 20k to 48k.
New visitor sessions by source
This year · monthly
Organic Paid Email Social
Organic leads all channels.
Companies engaging with site by traffic source
This fiscal year · monthly
Organic search Paid search Email Social Referrals
Company engagement growing month over month.
Paid performance
Total ad spend
$84,200
↑ 6% vs last period
Qualified contacts
312
↑ 18% vs last period
Cost per lead
$270
↓ 10% improvement
ROAS
4.1×
↑ vs 3.6× last qtr
Ad spend by channel
Jul – Oct 2025 · monthly
LinkedIn Google Ads Meta
LinkedIn and Google dominate spend.
New qualified contacts by source
Jul – Oct 2025 · monthly
Organic Paid search Paid social Direct
Sep peak with 140 contacts.
Marketing funnel
Visitor → MQL
2.8%
↑ 0.4pts
MQL → SQL
38%
↓ 2pts
SQL → Opp
61%
↑ 5pts
Opp → Closed won
29%
↑ 3pts
Funnel volume by stage
This fiscal year
Visitors funnel down to closed won.
Time to MQL by source
Avg. days from new lead
Website4.2 days
Paid search6.8 days
Tradeshows18.5 days
Email9.1 days
Other29.8 days
Form performance
This fiscal year · top forms by submissions
FormTypeViewsSubmissionsConversion rate
Book a demoMeeting25,0632981.2%
Contact salesRegular1,71324614.4%
Free trial signupRegular2,1491798.3%
Resource downloadRegular4,9911553.1%
NewsletterRegular1,14914012.2%
Pipeline & revenue influence
Mktg-sourced ARR
$6.2M
↑ 22% YTD
Mktg-influenced ARR
$14.8M
↑ 15% YTD
Campaigns w/ opp influence
24
↑ 4 vs last period
Mktg % of pipeline
43%
↑ 5pts vs last year
ARR by channel — sourced
Year to date
Website tops all channels.
Top campaigns — influenced ARR
Year to date
Inbound demo leads.
Sales

Sales dashboards

Pipeline & revenue
Open pipeline
$18.4M
↑ 14% vs last qtr
Deals in pipeline
164
↑ 11 net new
Avg. deal size
$112k
↑ 8% vs last year
Weighted pipeline
$9.1M
↑ 17% vs last qtr
Inbound deals added to pipeline
By original source · SS1
Direct Organic Paid Offline
Organic leading deal source.
Inbound pipeline value by source
ARR amount · SS1
Direct Organic Paid Offline
August peak pipeline $4.1M.
Deals created by rep
This fiscal quarter
RepSep 2025Oct 2025Total deals$ Total
Jordan M.8715$1,820,000
Alex T.6915$1,540,000
Sam K.7512$1,280,000
Riley P.5611$1,190,000
Casey W.459$890,000
Report total303262$6,720,000
Pipeline coverage
Coverage ratio
3.2×
↓ Target is 4×
New pipeline (30d)
$2.8M
↑ On pace
Avg. pipeline age
69.8 days
↑ +8d vs last period
Avg. close date pushes
0.3
↓ Improved
New pipeline by week — all sources
ARR amount
Pipeline added weekly.
Pipeline lost by week
ARR amount
Low pipeline loss recent weeks.
Open opportunities by stage
Count of deals
Most deals in qualifying and developing.
Lost reasons
This fiscal year
No decision Competitor Budget Timing Other
Competitor and no decision top lost reasons.
Discovery calls
Calls this month
114
↑ 9% vs last month
Qualified to opp rate
54%
↑ 4pts
SQLs identified (30d)
61
↑ 12 vs prior period
Time to first call
1.4 days
↓ Faster by .3d
SQLs identified by rep
Last fiscal quarter · monthly
Jordan M. Alex T. Sam K. Riley P. Casey W.
All reps trending up.
Discovery calls — new biz vs expansion
Jul – Oct 2025
New business Expansion
New biz dominant with growing expansion.
Bookings
Revenue won YTD
$63.2M
↑ 18% vs last year
Closed lost YTD
$22.8M
↑ 4% vs last year
Win rate (avg)
76%
↑ 3pts vs last year
Deals closed won
248
↑ 14 vs last period
Revenue won
Monthly · new biz vs expansion
New biz Expansion
Sep peak at $28.6M.
Closed lost
Monthly
Peaked Jul at $12.3M, improving.
Win rate
Monthly %
Won Lost
Improving to 87% in Oct.