Campaign Influence Accelerator

Ready-to-use dashboards for smarter marketing insights.

Learn More
Example Campaign Influence Dashboard showing metrics for total influenced opportunity count and dollar value, donut charts for all influenced pipeline dollar value split by campaign type and another for campaign, then horizontal bar charts for the number of influenced opportunities per campaign and a second one for dollar value.

Get a Head Start in your Campaign Influence Reporting

3 Dashboards Ready for Editing - Free

Example Dashboard

Your head start for creating a Dashboard you can share with your team! Adjust and make it your own!

Model Comparison

A side-by-side comparison of Campaign Influence for 4 different models (First, Last, Even Touch, and Primary Source)

Troubleshooting

Get help identifying where your data might be short, as well as links to potential fixes!
Install in Production
Install in Sandbox
View in GitHub

What's in the box?

  • Dashboard & Report Folders

  • 3 Dashboards

  • 30 Reports

  • Placeholder Logo

    Filters for the Example Dashboard, you have filters for Model Name, Campaign Created Date and Opportunity Created Date

    Example Dashboard

    Example Campaign Influence Dashboard showing metrics for total influenced opportunity count and dollar value, donut charts for all influenced pipeline dollar value split by campaign type and another for campaign, then horizontal bar charts for the number of influenced opportunities per campaign and a second one for dollar value.

    Filters across the top help you determine the ideal model and time ranges you might want to incorporate.

    The first set of Widgets focus on all influenced opportunities (open and closed).

    The second set of widgets focus on closed won opportunities.

    Model Comparison

    Filters across the top help you determine date ranges to help you focus on when your data might have been at its most accurate & helpful.

    The first set of Widgets focus on all influenced opportunities (open and closed).

    Model Comparison Dashboard showing donut charts for Influenced Pipeline by Campaign type and another for Campaign, for each of the 4 CampaignInfluence models (First Touch, Last Touch, Even Touch, Primary Source Model)

    The second set of widgets focus on closed won opportunities.

    Continuing from the previous Model Comparison Dashboard, this shows the same donut charts, only for Won Opportunities.
    Troubleshooting dashboard, showing metrics grouped by CampaignMembers (Campaigns with and without members, and Campaigns with and without influence), and a similar set for OpportunityContactRole.

    Troubleshooting

    Often, Campaign Influence is missing due to 2 key missing links:

    • Missing CampaignMember records, which tie Campaigns with Contacts
    • Missing OpportunityContactRole records, tying Opportunities to Contacts

    This dashboard's metrics can quickly highlight the gap, showing you where you may need to focus your efforts.

    (Not pictured) we include guidance and links to helpful resources within the dashboard for each of the missing links.

    Install in Production
    Install in Sandbox
    View in GitHub

    Contact Us

    Want more information, or have an idea for an enhancement?

    Let us know and we'll get back to you shortly.

    "*" indicates required fields

    Name*
    Please let us know what's on your mind. Have a question for us? Ask away.
    This field is for validation purposes and should be left unchanged.