Total # Opportunities by Stage                                                                                    Total Co...
Net New Customers                                                                                      Customer Retention ...
New Leads by Channel                                                                                             Opportuni...
Social Network Reach                                                                                Blog Posting/Tweets by...
Traffic Sources                                                                                            Top Pages & Tot...
Dashboard Data InputMarketing Program Metrics                        Q1                         Q2                        ...
Customer Program Metrics                       Q1                            Q2                            Q3             ...
Opportunities in Pipeline ($)     Jan           Feb       Mar        Apr       May         Jun        Jul        Aug      ...
Company News                            2      1      1      2      1      2      3      1      2      1      1      3  Ne...
Top Pages                Jan     Feb     Mar     Apr     May     Jun      Jul    Aug     Sept    Oct     Nov     Dec Home ...
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Key Marketing Metrics Dashboard

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Key Marketing Metrics Dashboard

  1. 1. Total # Opportunities by Stage Total Collateral Created/Updated Prospecting Qualification Needs Analysis Current Fiscal Actual Current Fiscal Goal Value Proposition Proposal/Price Quote Negotiation/Review 73,000 62,500 52,000 41,500 31,000 2 500 1 0 0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Webcast Series Brand Impressions Webcast Attendees Total Impressions80 160,00070 140,00060 120,00050 100,00040 80,000 60,00030 40,00020 20,00010 00 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Budget/Total Revenue Ratio (%) Total Leads by Event Type Current Fiscal Actual Current Fiscal Goal Event Type #1 - Online Webinars Event Type #2 - Tradeshows8% Event Type #3 - Industry Conference 1407% 1206% 1005%4% 803% 602% 401% 200% 0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
  2. 2. Net New Customers Customer Retention Rate Number of New Customers Acquired Current Fiscal Actual Current Fiscal Goal90 180 0.970 0.860 0.750 0.640 0.5 0.430 0.320 0.210 0.1 0 0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Database Size CRM Adoption Rate Total Records % regular users120,000 100%100,000 80% 80,000 60,000 60% 40,000 40% 20,000 20% 0 0% Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Total Number of Custumers Expected Lifetime Value/Customers Current Fiscal Actual Current Fiscal Goal Current Fiscal Actual Current Fiscal Goal 585009200 570008800 555008400 540008000 525007600 510007200 495006800 48000 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
  3. 3. New Leads by Channel Opportunities in Pipeline ($)Webcast Registrations Contact Center Appointments Whitepaper Downloads Current Fiscal ActualFree Trial on Website Channel Partners Tradeshows $1,000,000 800 700 $800,000 600 $600,000 500 400 $400,000 300 200 $200,000 100 $0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec # Contacts in Database Cost per lead ($) Current Fiscal Actual Current Fiscal Goal Current Fiscal Actual25,000 $60020,000 $500 $40015,000 $30010,000 $200 5,000 $100 $0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Landing Page Conversion Rate Email Campaign Click Through Rates Current Fiscal Actual4% Winback Program Newsletter3% Campaign 42% Campaign 3 Campaign 21% Campaign 10% 0% 1% 2% 3% 4% 5% 6% 7% 8% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  4. 4. Social Network Reach Blog Posting/Tweets by Topic Twitter (Followers) Facebook (Fans) Blog (RSS Feed Subscribers) Company News New Products Thought Leadership Financial Industry Trends LinkedIn (Contacts) Myspace (Friends) 16 142500 122000 101500 8 61000 4 500 2 0 0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Referral Traffic (All Social Media Channels) Total Comments/Re-Tweets Current Fiscal Actual Current Fiscal Actual Current Fiscal Goal 2560005000 204000 153000 102000 51000 0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Facebook Fans Twitter Followers Current Fiscal Actual Current Fiscal Goal Current Fiscal Actual Current Fiscal Goal 900 700 800 600 700 500 600 400 500 400 300 300 200 200 100 100 0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  5. 5. Traffic Sources Top Pages & Total Page Views Google Direct Yahoo Bing Ask Twitter Home Products Catalogue Company Governance 6000 8000 7000 5000 6000 4000 5000 3000 4000 3000 2000 2000 1000 1000 0 0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Unique Visitors Pages/Visit Current Fiscal Actual Current Fiscal Goal Current Fiscal Actual25,000 520,000 415,000 310,000 2 5,000 1 0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Bounce Rate Time on Site (Minutes) Current Fiscal Actual Current Fiscal Goal Current Fiscal Actual Current Fiscal Goal60% 350%40% 230%20% 110% 0% 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  6. 6. Dashboard Data InputMarketing Program Metrics Q1 Q2 Q3 Q4Total # Opportunities by Stage Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Prospecting 893 902 911 920 929 938 947 956 965 974 983 992 Qualification 783 789 795 801 807 813 819 825 831 837 843 849 Needs Analysis 284 293 302 311 320 329 338 347 356 365 374 383 Value Proposition 103 106 109 112 115 118 121 124 127 130 133 136 Proposal/Price Quote 59 63 67 71 75 79 83 87 91 95 99 103 Negotiation/Review 23 25 27 29 31 33 35 37 39 41 43 45Total Collateral Created/Updated Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Current Fiscal Actual 3 2 2 1 4 5 4 3 4 5 6 4 Current Fiscal Goal 2 2 2 2 2 2 2 2 2 2 2 2Webcast Series Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Webcast Attendees 13 18 24 15 28 35 67 46 58 63 41 69Brand Impressions Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Total Impressions 78,495 80,394 93,040 96,049 104,950 123,144 103,940 104,059 130,455 129,405 149,856 129,450Budget/Total Revenue Ratio (%) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Current Fiscal Actual 4.2% 3.8% 5.3% 6.4% 7.0% 4.3% 3.4% 6.4% 4.5% 6.3% 5.3% 3.9% Current Fiscal Goal 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0%Total Leads by Event Type Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Event Type #1 - Online Webinars 62 35 26 29 39 45 49 54 67 54 68 52 Event Type #2 - Tradeshows 3 4 3 10 15 29 21 15 19 27 35 31 Event Type #3 - Industry Conference 3 3 2 6 7 8 9 5 3 20 26 34
  7. 7. Customer Program Metrics Q1 Q2 Q3 Q4Net New Customers Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Number of New Customers Acquired 62 67 65 69 71 72 74 76 78 80 82 84Customer Retention Rate Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Current Fiscal Actual 78.0% 77.0% 79.0% 80.0% 76.0% 84.0% 89.0% 92.0% 85.0% 83.0% 89.0% 79.0% Current Fiscal Goal 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0%Database Size Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Total Records 50,394 55,304 60,214 54,590 57,607 60,624 89,504 92,044 94,584 97,124 99,664 102,204CRM Adoption Rate Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec % regular users 46.0% 49.0% 57.0% 65.0% 68.0% 68.0% 68.0% 72.0% 75.0% 85.0% 95.0% 97.0%Total Number of Customers Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Current Fiscal Actual 7,659 7,729 7,799 7,869 7,939 8,009 8,079 8,149 8,219 8,289 8,359 8,429 Current Fiscal Goal 7,750 7,850 7,950 8,050 8,150 8,250 8,350 8,450 8,550 8,650 8,750 8,850Expected Lifetime Value/Customer Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Current Fiscal Actual $51,034 $51,034 $51,034 $51,034 $51,034 $56,839 $56,839 $56,839 $56,839 $56,839 $56,839 $56,839 Current Fiscal Goal $56,000 $56,000 $56,000 $56,000 $56,000 $56,000 $57,000 $57,000 $57,000 $57,000 $57,000 $57,000Lead Generation Metrics Q1 Q2 Q3 Q4New Leads by Channel Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Webcast Registrations 34 45 49 55 48 89 34 139 219 174 175 184 Contact Center Appointments 56 58 54 39 54 67 48 43 34 78 48 45 Whitepaper Downloads 31 34 37 40 43 46 49 52 55 58 61 64 Free Trial on Website 234 245 256 267 278 289 300 311 322 333 344 355 Channel Partners 23 43 47 50 53 56 59 62 65 68 71 74 Tradeshows 24 142 0 28 58 21 0 4 35 21 17 8
  8. 8. Opportunities in Pipeline ($) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual $234,950 $395,064 $506,348 $495,064 $294,054 $495,064 $384,950 $395,006 $604,860 $785,965 $895,694 $785,960Contacts in Database Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 12995 13203 13411 13619 13827 16043 16940 17837 18734 19631 20528 21425 Current Fiscal Goal 13000 13500 14000 14500 15000 15500 16000 16500 17000 17500 18000 17500Cost Per Lead ($) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual $318 $375 $432 $489 $485 $323 $289 $483 $384 $328 $345 $343Landing Page Conversion Rate Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 1.7% 1.9% 2.1% 2.3% 2.5% 2.7% 2.4% 2.4% 3.2% 3.6% 3.4% 3.3%Email Marketing Campaigns Click Through Rate Campaign 1 3.1% Campaign 2 3.6% Campaign 3 2.5% Campaign 4 2.0% Newsletter 5.3% Winback Program 7.3%Social Media Metrics Q1 Q2 Q3 Q4Social Network Reach Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Twitter (Followers) 500 550 550 600 600 600 650 650 650 700 700 700 Facebook (Fans) 300 300 350 350 400 400 450 450 500 500 550 600 Blog (RSS Feed Subscribers) 100 125 125 150 145 175 164 200 210 200 209 245 LinkedIn (Contacts) 50 60 65 60 75 100 89 110 125 124 132 150 Myspace (Friends) 200 210 220 215 220 210 230 240 235 245 250 254Blog Postings/Tweets by Topic Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
  9. 9. Company News 2 1 1 2 1 2 3 1 2 1 1 3 New Products 2 3 2 3 2 1 2 3 2 4 2 4 Thought Leadership 4 6 5 6 7 5 4 3 5 6 5 3 Financial 1 1 1 1 1 1 1 1 1 1 1 1 Industry Trends 2 2 2 2 2 2 2 2 2 2 2 2Referral Traffic (All Social Channels) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 2500 2675 2700 3100 3097 3078 4201 4305 4650 4789 4970 5389 Current Fiscal Goal 3000 3000 3500 3500 4000 4000 4500 4500 5000 5000 5500 5500Total Comments/Re-Tweets Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 10 6 15 9 11 6 7 9 17 14 21 12New Facebook Fans Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 300 300 350 350 400 400 450 450 500 500 550 600 Current Fiscal Goal 400 400 400 400 450 450 500 500 600 600 600 600New Twitter Followers Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 500 550 550 600 600 600 650 650 650 700 700 700 Current Fiscal Goal 550 550 550 600 650 650 700 700 700 800 800 800Website Metrics Q1 Q2 Q3 Q4Traffic Sources Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Google 3404 3483 3562 3641 3720 3799 3878 3957 4036 4115 4194 4273 Direct 294 302 310 318 326 334 342 350 358 366 374 382 Yahoo 234 245 256 267 278 289 300 311 322 333 344 355 Bing 139 145 151 157 163 169 175 181 187 193 199 205 Ask 31 34 37 40 43 46 49 52 55 58 61 64 Twitter 24 29 34 39 44 49 54 59 64 69 74 79
  10. 10. Top Pages Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Home 2030 2100 2170 2240 2310 2380 2450 2520 2590 2660 2730 2800 Products 1195 1239 1283 1327 1371 1415 1459 1503 1547 1591 1635 1679 Catalogue 693 724 755 786 817 848 879 910 941 972 1003 1034 Company 280 340 400 460 520 580 640 700 760 820 880 940 Governance 181 193 205 217 229 241 253 265 277 289 301 313Unique Visitors Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 12995 13203 13411 13619 13827 17856 18496 19400 18734 19631 20528 21425 Current Fiscal Goal 15000 15000 15000 15000 15000 15000 15000 17500 17500 17500 17500 17500Pages/Visit Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 3.3 3.4 3.3 3.6 3.2 3.6 3.3 3.5 3.4 3.9 3.8 3.5Bounce Rate Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 41.0% 39.0% 40.2% 46.0% 47.0% 39.0% 51.0% 48.0% 39.0% 51.0% 49.0% 48.0% Current Fiscal Goal 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 40.0%Time on Site (Minutes) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Current Fiscal Actual 1.5 1.6 1.6 1.7 1.7 1.8 1.8 1.9 1.9 2.0 2.0 2.1 Current Fiscal Goal 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0

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