marketo@marketo: advanced report builder
TRANSCRIPT
Marketo@Marketo:Advanced Report Builder*
* Previously known as Revenue Cycle Explorer, a component of Revenue Cycle Analytics
• Chat with us in the panel on the left-hand side of the screen• We’ll be addressing questions at the end of each speaker’s section
RECORDING & SLIDES WILL BE MADE AVAILABLE VIA AN EMAIL SENT WITHIN 24 HOURS OF WEBINAR CONCLUDING
Housekeeping
• Dedicated reporting tool in Marketo
• All your Marketo data, aggregated & visual
• Easy drag-and-drop pivot table user interface
• See data as tables, charts, and dashboards
What is “Advanced Report Builder”?
Find the Revenue Explorer…
Do You Have It?
Revenue Explorer is Advanced Report Builder!
You have it if you have:• Select Edition• Revenue Cycle Analytics Add-On• Advanced Report Builder Add-On
Ask your Marketo Admin or reply to follow up email!
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Welcome…
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9 Different Types of Slicing & Dicing
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Program Opportunity Analysis
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Available Fields
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Layout
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Filters
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Report
First-Touch Attribution Explained
Multi-Touch Attribution Explained
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Tips for Success• Formulate and state the marketing question you want to ask/answer
• Make sure your questions are actionable; state the actions for each report
• Know in depth how the data was derived before you try to explain
• Start with simple reports, then iterate and expand on filters and definitions
Vyoma KapurSr. Enterprise Marketing Programs Manager
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Vyoma’s Vibrant VariablesLook at all of this data!
What actionable conclusions can I draw now?
Top Funnel Program Performance
Did we successfully engage with people?
How did this impact my database?
What is a Program Success?
Pipeline Attribution
First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio
Pipeline Attribution
First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio
Pipeline Attribution
First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio
FT vs. MT Pipeline
Channel FT Pipeline MT PipelinePPC $410,000 $525,000
Webinars $220,000 $903,000Content
Syndication$325,000 $117,000
More efficient at pushing leads through funnel
More efficient at acquiring the right leads
• Opp’s created after program month are attributed to program• Ability to filter by multiple values, including New Business vs. Cross-sell etc.
Opp’s and ARR Generated
Opp = OpportunityARR = Annual Recurring
Revenue
Mary Kate FrancisDemand Generation Coordinator
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MK and the Webinar FactoryWe run hundreds of webinars a year. Is there anything coming out of them?
Opportunities? Pipeline? Revenue?
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Marketo Webinars (SMB)
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Marketo Webinars (SMB)
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Multi-Touch Pipeline Generators
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Oh no! No First-Touch!
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No problem…
Mike TomitaDirector of Online Marketing
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Tomita’s Traffic TrialsWe drive thousands of people to our web pages daily…
Are any of them worth anything?
Disclaimer: Marketo believes that all human life is inherently valuable and cannot be gauged by the amount of revenue that may or may not be driven by its existence
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DG – Pipeline by Digital Program
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Filters
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DG – Pipeline by Digital Program
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Just Add Program Name
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All Program Tags Available
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Easy to add
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Voila!
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Program Tagging is KEY
Graham GallivanSr. Manager of Enterprise Marketing
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Getting Granular with GrahamWe spent a lot of time on that one piece of content.
Please tell me we got something out of it.
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Economist Survey: Pipeline
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Economist Survey: Pipeline
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Economist Survey: Pipeline by Program
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Economist Survey: Pipeline by Program
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Tips for Success• Formulate and state the marketing question you want to ask/answer
• Make sure your questions are actionable; state the actions for each report
• Know in depth how the data was derived before you try to explain
• Start with simple reports, then iterate and expand on filters and definitions
Advance Registration
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