Reporting Templates

A comprehensive set of report templates providing marketing and sales leaders with actionable insights into funnel performance, revenue impact, channel efficiency, and pipeline health to drive data-informed growth decisions.

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Sankey Chart
Lead Journey Breakdown by Channel and Stage
CMO
VP Marketing
Head of Marketing
Revenue Operations
Demand Generation
Funnel Breakdown Chart
Marketing Performance by Territory
CMO
Head of Marketing
Demand Generation
Revenue Operations
VP Sales
Cohort Analysis
Lead Qualification Velocity (MQL to SQL Distribution)
CMO
Head of Marketing
VP Marketing
Demand Generation
Marketing Operations
Bow Tie Chart
Full-Funnel Revenue Performance
CMO
VP Marketing
Revenue Operations
Growth Marketer
CRO
Bar Chart
Marketing Contribution to Revenue
CMO
VP Marketing
Head of Marketing
Revenue Operations
CRO
Tabular
Performance by Country
Head of Marketing
VP Marketing
Demand Generation
Growth Marketer
Revenue Operations
Tabular
Performance by Industry
Head of Marketing
VP Marketing
Demand Generation
Growth Marketer
Revenue Operations
Funnel Breakdown Chart
Performance by Channel
Head of Marketing
Demand Generation
Performance Marketer
Marketing Operations
Line Chart
Pipeline and Revenue Over Time
VP Marketing
Demand Generation
Revenue Operations
Growth Marketer
Digital Channel Owner
Line Chart
SQLs and Opportunities Over Time
VP Sales
Demand Generation
Head of Marketing
Revenue Operations
Marketing Operations
Funnel Overview Chart
Monthly Funnel Performance Report
Head of Marketing
VP Marketing
Demand Generation
Revenue Operations
Marketing Operations
Funnel Overview Chart
Google Ads Funnel Performance
Performance Marketer
Paid Media Manager
Growth Marketer
Demand Generation
Head of Marketing
Bar Chart
Revenue by Platform (ARR)
Performance Marketer
Paid Media Manager
Growth Marketer
Head of Marketing
Marketing Operations
Bar Chart
Leads by Platform
Performance Marketer
Paid Media Manager
Growth Marketer
Head of Marketing
Marketing Operations
Bar Chart
Spend Breakdown by Platform
Performance Marketer
Paid Media Manager
Growth Marketer
Head of Marketing
Marketing Operations
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