Marketing Analytics
Marketing Analytics With Data Driven Insights
Your sales team works hard, but without the right data, it’s difficult to know where to focus their efforts. At GrowthBI, we believe that success in sales is about more than just closing deals—it’s about having the insights you need to build long-term growth.
Forward Looking Brands Choose GrowthBi
The Problem
Sales teams often rely on gut feelings to decide which leads to pursue and how to engage with customers. But guessing leads to missed opportunities, wasted time, and lost revenue. Without a clear view of the sales pipeline and performance metrics, it’s nearly impossible to identify bottlenecks or improve conversion rates.
Without accurate data, your team is flying blind, and your revenue growth is at risk.
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Client Name
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Designation
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Designation
Who is it for?
Target Audience (Sales Team Roles):
Sales Leadership (VP, Director, or Head of Sales):
Oversee the entire sales organization, including strategy, revenue growth, and forecasting. Require high-level dashboards to monitor KPIs and drive overall sales strategy.
Sales
Managers
Oversee team performance, pipeline health, and forecasting. Require dashboards to monitor team activity, progress, and revenue goals.
Business Development Representatives (BDRs):
Responsible for lead generation and the early stages of the sales funnel. Require dashboards to track outreach efforts, qualified leads, and handover to account executives.
Account
Executives (AEs):
Handle the later stages of the sales funnel, from demos to closing deals. Need insights on deal velocity, win/loss rates, and account growth opportunities.
Sales
Operations:
Manage the systems, processes, and data behind the sales function. Require dashboards for sales performance analytics, process efficiency, and CRM data quality.
Get Complete Sales Analytics
0.1: Lead Gen Dashboard
0.2: Sales Pipeline Management Dashboard
0.3: Quota attainment Dashboard
0.4: Revenue Forecasting Dashboard
0.5: Account Management Dashboard
01
Lead Generation and Prospecting Dashboad
Target Audience: Sales Representatives, Business Development Representatives (BDRs), Sales Managers
This dashboard tracks the performance of prospecting and lead generation efforts
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Number of leads generated per rep or team.
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Lead source breakdown (e.g., inbound, outbound, referrals, etc.).
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Conversion rates from lead to qualified lead (MQL to SQL).
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Email open rates, click-through rates, and response rates for outreach efforts.
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Total outreach attempts (calls, emails) and follow-up status.
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Lead handoff efficiency between BDRs and Account Executives (AEs).
02
Pipeline Management and Sales Funnel Dashboard
Target Audience: Account Executives (AEs), Sales Managers, Sales Leadership This dashboard helps track deal progression through the sales funnel and overall pipeline health:
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Number of deals at each stage of the pipeline.
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Deal size and potential revenue by stage.
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Conversion rates between each sales stage.
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Average deal velocity (time spent at each stage).
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Lost deals and reasons for the loss (pricing, competition, etc.).
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Close rate (won deals vs. total deals) by rep, team, or region.
03
Sales Performance and Quota Attainment Dashboard
Target Audience: Sales Representatives, Sales Managers, Sales Leadership
This dashboard tracks the individual and team performance against sales targets and quotas:
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Revenue vs. quota (individual, team, regional).
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Closed deals by rep, team, or product line.
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Win/loss ratio for deals.
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Total revenue generated per month/quarter.
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Comparison of top-performing vs. underperforming sales reps.
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Deal value and frequency by customer segment.
04
Revenue Forecasting Dashboard
Target Audience: Sales Managers, Sales Operations, Sales Leadership
This dashboard provides insights into future revenue based on current pipeline activity and historical data:
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Forecasted revenue for the month/quarter/year based on open opportunities.
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Historical deal closure rates and trends.
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Weighted pipeline by probability of closing.
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Potential revenue from upsell/cross-sell opportunities.
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Comparison of forecasted revenue vs. actual revenue.
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Risk areas where deals may be stalling or likely to fall through.
05
Customer Account and Opportunity Management Dashboard
Target Audience: Account Executives (AEs), Sales Managers, Sales Operations
This dashboard focuses on account-level performance and opportunities for growth:
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Key account performance (revenue, engagement, renewals).
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Account expansion opportunities (upsell/cross-sell potential).
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Customer lifecycle stage (new, expansion, renewal).
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Account health score (based on engagement, purchase history, and usage).
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Opportunity pipeline by key account. -
Win rates for opportunities within key accounts.
Dashboard Features
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Real-Time Forecast Adjustments:
Automatic updates based on changes in pipeline data, such as deals moving stages or being lost.
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Customizable Forecast Models:
Teams can adjust variables like deal close probabilities, seasonality factors, and deal velocity to create more accurate forecasts
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Scenario Planning:
Allows sales teams to simulate best-case, worst-case, and expected revenue scenarios based on different sales strategies or market conditions.
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Interactive Visualizations:
Use of line graphs, bar charts, heatmaps, and funnels to visualize campaign performance, lead generation, and ROI.
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Quota vs. Forecast Comparison:
Visual comparison of team or individual performance against quotas and forecasts, showing how close the team is to meeting targets.
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Customizable Filters:
Ability to filter by sales team, channel, time period, or customer segment to gain specific insights
How We Deliver Sales Analytics
At GrowthBI, we offer a straightforward process to help you take control of your sales data and turn it into a powerful tool for growth:
Here's how it works:
We Analyze Your Sales Pipeline
We start by digging into your current sales data to understand where your leads come from, how they move through the pipeline, and where you may be losing potential deals. Also, we create sales forecasting based on historical data.
01
We Build Your Sales Analytics Dashboard
We design a custom dashboard that tracks key sales metrics like lead conversion rates, sales cycle length, deal value, and more. You’ll get real-time insights into which activities drive the most revenue and where to focus your team’s efforts.
02
You Optimize Your Sales Strategy
With clear data and actionable insights, you’ll know exactly where to prioritize your efforts to close more deals faster. You’ll be able to coach your team based on real performance metrics, not just assumptions.
03
IN PARTNERSHIP WITH
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Why GrowthBI is considered among one of the top data analytics companies in Australia?GrowthBI is one of the leading data analytics companies in Australia. We have helped senior leadership teams prepare insightful dashboards, showcasing our ability to support high-level strategic decision-making. We provide complete analytics solution to fast growing mid size bsuiness.
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What services does GrowthBI provide?GrowthBI offers a comprehensive suite of data analytics services designed to empower businesses with actionable insights and drive growth. Our key services include: 1. Customized Dashboard Development 2. Create data products for data monetization 3. Data Integration 4. Ongoing Support and Consultation
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What industries do you specialize in?GrowthBI specializes in working with industries that are undergoing rapid growth and digital transformation. Our primary areas of expertise include SaaS, Financial Services, Healthcare, Real Estate, Education, Retail, Agriculture and Manufacturing. We understand the unique challenges these sectors face and leverage our experience to provide analytics solutions that drive growth.
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Can GrowthBI help integrate my existing data tools and systems?We specialize in integrating a wide range of existing tools and systems to create seamless data workflows. Using Fivetran’s 500+ data connectors, we integrate popular platforms across various domains, including: Marketing Systems: Facebook, Google, TikTok, LinkedIn. CRM Platforms: HubSpot, Salesforce. Payment Systems: Stripe. Accounting Software: Xero, Netsuite. eCommerce Systems: Shopify, and more. For less common systems, such as YouTRAC or Insightful.io, we build custom data connectors using REST API to ensure every system is covered. With our expertise, you can unify your data and unlock powerful insights to drive smarter decisions.
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Does GrowthBI offer ongoing support and consultation after project completion?Yes, we provide ongoing support and consultation even after the initial implementation. We offer flexible options such as retainers or ad-hoc support to ensure that your team can continue leveraging the full potential of your analytics solutions. Whether it's answering questions, adjusting dashboards, or advising on new business insights, we're here to help you make the most of your data.
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Does GrowthBI offer training on how to use analytics dashboards?Yes, we offer comprehensive training to help your team get the most out of your new analytics dashboards. This can include one-on-one training sessions, group workshops, or detailed documentation, depending on what suits your team best. Our goal is to empower your team to use data independently and make confident, data-driven decisions.
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How do I start the engagement with GrowthBI?Getting started is simple. Just reach out to us through our contact form, email, or give us a call. We’ll schedule an initial consultation to understand your needs. From there, we’ll draft a proposal detailing our recommended approach, timeline, and pricing, ensuring that it aligns with your goals before we begin our partnership.
Frequently Asked Question ?
Don’t Guess. Close More Deals with Data.
Every day you wait to leverage sales analytics is a day you miss out on opportunities. Take control of your sales strategy and start closing more deals with the power of data-driven insights.
Contact Us today, and let’s transform your sales data into a growth engine.