QTD Revenue by Marketing Source

A quarter-to-date breakdown of total revenue generated from each marketing source, shown in a donut chart.
This report pulls actual closed revenue and segments it by channels like Website Direct, SEM, Events, Email, Chat, and Inbound Calls. It gives a quick visual summary of which sources are contributing the most to revenue so far this quarter, helping marketing teams monitor real business impact in near real time.

Marketing leaders are often stuck reviewing reports that highlight top-of-funnel metrics like clicks, impressions, or form fills, but provide little clarity on actual revenue contribution. This creates blindspots in both strategy and budget decisions.

This report helps solve that by showing:

• The actual revenue impact of each channel, not just surface-level metrics
• Underperforming sources where spend is high but returns are low
• High-performing channels that are contributing most to pipeline and revenue
• Where to reallocate budget mid-quarter to drive better outcomes
• How marketing efforts align with broader business goals

It helps Performance Marketers and CMOs shift from reactive decision-making to data-backed planning by putting revenue at the center of reporting.