Overview

Gtmhub Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.

These insights use Salesforce as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.

For more detailed instructions on installing insights from the marketplace click here.


Active campaigns

This insight counts the number of your campaigns with status "In Progress".

This insight can be used to create dynamic key results.


Campaign influenced opportunities

This insight calculates the number of open opportunities that have been influenced by campaigns.

This insight is filterable by created date for the opportunity and can be used to create dynamic key results.


Campaign revenue

This insight calculates the amount of sales generated by sales campaigns.

This insight is filterable by close date for the opportunity and can be used to create dynamic key results.


Campaign cost

This insight calculates the cost of campaigns as a comparison of actual versus budgeted.

This insight can be used to create dynamic key results.


Campaigns

This insight is a table giving information over your campaign in Salesforce. You can track information such as name, status, budgeted cost, actual cost, expected revenue, number of opportunities, amount of those opportunities, number of won opportunities and what the amount of the won opportunities is.


Insightboard at a glance

Below is how this insightboard can look like if you decided to use the above insights to get a deeper understanding of your Salesforce campaigns.

For more information on insightboards click here.


More Salesforce Insightboards

Marketplace Insights: Salesforce Sales Velocity

Marketplace Insights: Salesforce Pipeline

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