We are a digital consultancy business working with many large B2B organisations.
We want to visualise the data we capture across social, email marketing, website, lead analytics (i.e. scoring and behaviour) and CRM (i.e. sales data). The data is held in various systems Oktopost for social, Pardot for email and lead data, GA for website analytics and Salesforce for sales data. Please see the APIs
We deliver our service under a digital framework call RACE (Reach,Act,Covert,Engage). The framework is structure to deliver marketing and sales processes. I have listed below the possible data we would want to capture under each stage of the framework.
We would want to structure the dashboard in line with the RACE framework (please see example layout attached). We think a good way would be to have a screen for each stage of RACE.
We want to initially create the dashboard for our own data and then we will supply to our clients. Please provide a good price for the initial build for our own data as the opportunity will be ongoing as we supply to each client we covert (currently 5 per month).
I want to see the response showing some examples and a phased approach to delivering a proof of concept, our full version and client instances.
Best performing pages and posts
Time on pages
Best time of day, day of week to send
New follower to post ratio
Follower to click ratios
Best time of day, day of week
Database size, by segment
Web visitors (known/unknown)
Media downloads (known/unknown)
Landing page visits, bounce, conversion, referral source
Content - best performing, type and topic
Email opens, clicks, A/B test results
Cost per lead by project
by sales person
Average order value
Social - advocacy boards, leaderboard
Sales navigator, SSI
Cost per SQL by project
Revenue by customer
Average life span
New customer rate
Average spend after 3/6/9/12 months
Cost per customer