Marketing – Leads to First Contact Power BI Dashboard Template

Description
The Marketing—Leads to First Contact Dashboard Template was created to provide easy and quick visibility into incoming Leads by source and campaign and track the journey of Leads that become Accounts. This report is set up to support many types of businesses.  You can use this report in doctor’s offices, retail stores, recruiting firms, donation centers, insurance firm, beauty supply shops, and all businesses using marketing techniques to attract existing and new customers.

Below are the key areas highlighted in the report:
 
· Leads- What are the sources of your leads? What is the status of these leads? What is the rate of Leads vs Appointments/ Sales
· Source & Campaigns- What campaigns are attracting leads? What are the trends by source, campaign, and both?
· KPI section to define targets for each stage (Leads to first contact, first contact to commitments/sales, Leads to Sales)
· Duration Analysis applied to pinpoint best times, and frequency, and identify consumer behaviors.
· Ability to isolate and bring in different location tracking.


The Marketing – Leads to First Contact Dashboard Template contains pre-made csv file datasets. These data sets were recreated and simplified to provide the maximum use of marketing data with few criteria.