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WCG Sales & Marketing Insights

Track your MQLs, SQLs and Win rates | Grow Your Business

Overview

Provides tracking of Key Performance Indicator (KPI) for Sales and Marketing metrics on a quarterly and yearly basis.

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See How WCG Sales & Marketing Insights Works

  • Marketing and Sales KPIs for Executives Give your executives clear visibility into sales performance, pipeline health, lead conversion, marketing contribution, and other critical KPIs through ready-to-use dashboards.

  • Deployed and Ready in 1–2 Days Get up and running quickly with a preconfigured package that can be installed, connected, and prepared for your team in as little as one to two days.

  • Integrates with Your Marketing Automation Connect your marketing activities with Salesforce data to track leads, MQLs, SQLs, campaign performance, and pipeline creation across the customer journey.

WCG Marketing Insights helps teams track key sales and marketing performance indicators (KPIs) on quarterly and annual dashboards. The package tracks leads from creation through conversion to Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs). Automated timestamps measure how long leads remain in each stage, while quarterly and annual dashboards provide clear visibility into funnel performance and current status. Sales KPIs include: 1. Sales Actuals vs. Target, 2. Renewal Sales Actuals vs. Target, 3. New Business Actuals vs. Target, 4. Top Closed Deals, 5. Open Opportunities, 6. Closed-Deal Booking Trends, 7. Fiscal-Year Pipeline by Category, 8. Opportunity Win Rate, 9. Average Contract Value, 10. Average Sales Cycle in Days, 11. Quarterly Growth Rate, and 12. Quarter-over-Quarter Revenue Churn. Marketing KPIs include: 1. New Leads, 2. New MQLs, 3. New SQLs, 4. MQLs by Source, 5. Incoming Lead Flow, 6. MQLs by Age, 7. Pipeline Created by Month, 8. Leads by Score, 9. MQLs by Owner and Status, and 10. MQLs by Month and Status.

Categories

Business Needs
Analytics
Campaign Management
Dashboards & Reports
Industries
Horizontal Product
Personas
Business Operations Manager
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile

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