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Data Applications → Analyze Marketing

Marketing dashboard folder

The Marketing dashboard folder component represents the marketing functional area in Incorta Cloud. It includes one prebuilt dashboard. The following table shows the marketing insights.

InsightDescription
PipelineThis funnel insight shows the opportunity amount per stage
This KPI insight shows the opportunity amount in negotiation and the value of won opportunities
This listing table insight shows the header details, including: name, description, stage, and amount
amount by lead source per monthThis stacked column insight shows the amount and the lead source for a specific month of the year
opp by lead sourceThis aggregated table insight shows the header details, including: lead source and opportunity ID
This aggregated table insight shows the header details, including: owner ID, status, account name, lead ID, converted account ID, account ID, converted contact ID, and converted opportunity ID