Opportunity Dashboard

The opportunity dashboard offers an unique view into the cross-section between your CRM opportunity data and engagements that N.Rich has managed to identify and attribute to your N.Rich campaigns.  

Before we dive into explaining each data point on this dashboard, it is important to define influence:

If an account in your CRM has engaged with an ad (by clicking on an image display or cross channel ad, watched 20s or more of an video ad, or scrolled to more than 50% of an article ad), we consider that this account has been influenced by our ABM efforts. 

Next up, we shall go tab by tab explaining what each value / chart covers, starting from the Summary tab. 

Influenced opportunities presents the all-time number of opportunities influenced by your N.Rich campaigns (regardless of the state of this opportunity in your CRM) 

Open influenced opportunities presents the sum of the pipeline value of all open opportunities that have been influenced by your N.Rich campaigns. Any opportunity that was in an open state at the point in which the influence took place is added to this sum. 

Pre-opportunity influenced is a sum of pipeline value of all accounts influenced before they became opportunities in your CRM. To explain this from a different angle, this value tracks the influence on all accounts before they had an opportunity associated with them in your CRM. 

In contrast, Post-opportunity influenced tracks the influenced pipeline value of all accounts after an opportunity has been associated with them in your CRM. 

Won influenced opportunities looks at all accounts with an Closed-Won opportunity and sums up its value. 

Finally, the Influenced Opportunities, explained at the beginning of this tab is also available in a sum of the pipeline value. 

In terms of charts on this dashboard, influenced opportunity value holds the pipeline value of opportunities in the lost, open and won states. The chart next to it holds the number of individual opportunities in the same states. Lastly, we can see the three different types of engagements (clicks, video views and article reads split into pre-and-post opportunity states.  

The Stage breakdown tab holds two charts and a table: 

The first chart tells us how many opportunities exist in every stage detected in our underlying CRM, split to those that have and have not been influenced. 

The second chart tells us the same as the first one, except it uses pipeline value instead of quantity. 

Lastly, we can see how many engagements did every opportunity stage in our underlying CRM gather over time. 

This dashboard can be filtered per segment, per campaign or country (country depends on the country associated with the account in your CRM) 

The values on this dashboard are in USD - in case your opportunities are in different currencies, N.Rich will leverage an average exchange rate to transfer all values into the same currency before presenting the data in the opportunity dashboard.