Overview
The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.
These insights use Salesforce as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.
For more detailed instructions on installing insights from the marketplace click here.
Active campaigns
This insight counts the number of your campaigns with status "In Progress".
This insight can be used to create dynamic key results.
Campaign influenced opportunities
This insight calculates the number of open opportunities that have been influenced by campaigns.
This insight is filterable by created date for the opportunity and can be used to create dynamic key results.
Campaign revenue
This insight calculates the amount of sales generated by sales campaigns.
This insight is filterable by close date for the opportunity and can be used to create dynamic key results.
Campaign cost
This insight calculates the cost of campaigns as a comparison of actual versus budgeted.
This insight can be used to create dynamic key results.
Campaigns
This insight is a table giving information over your campaign in Salesforce. You can track information such as name, status, budgeted cost, actual cost, expected revenue, number of opportunities, amount of those opportunities, number of won opportunities and what the amount of the won opportunities is.
Insightboard at a glance
Below is how this insightboard can look like if you decided to use the above insights to get a deeper understanding of your Salesforce campaigns.
For more information on insightboards click here.
