Reporting and Dashboards | Full Circle InsightsShare Custom Reports and Dashboards Across Teams in Salesforce

Use Full Circle to Evaluate Campaigns, Measure ROI, Create Forecasts, and Understand What Drives Customers Through Your Pipeline From a Single Source

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“Full circle is easy to understand and native to Salesforce for full funnel reporting and attribution”

Verified User in Computer & Network Security
Mid-Market(51-1000 emp.)

“Full circle is easy to use once its deployed and is a native salesforce app. It makes it easy to add fields from leads, contacts, account, opportunity and related objects and run all sorts of reporting. We use it for full funnel and influence reporting – Multi-touch, First and Last but it can support other types as well. “

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At-a-Glance, Customizable Reporting and Dashboards

Evaluate Campaign Performance, Identify Target Accounts, Measure ABM Efforts, Identify Trends, and More With Intuitive, Detailed Analytics in Salesforce

Visualize Account Intent

Connect your ABM intent provider and get a comprehensive list of target accounts showing intent signals so you can engage them and optimize for success.

Complete Customization

Completely customizable reports and dashboards transform complex data into actionable insights you can share across teams directly in Salesforce.

Accurate Insights

Have confidence in where your leads come from – track all digital touchpoints and offline events and uncover previously anonymous sessions.

Identify Influence

Take the guesswork out of reporting and take a more strategic approach. Historical reporting empowers you to make data-driven decisions that shorten sales cycles and drive growth.

Get clear insights into campaign performance, ABM pipeline, and the customer journey, so sales knows where to focus efforts and marketing knows what works and what they’re wasting budget on.

Shared Source of Truth

Alignment between sales and marketing is key for seamless handovers and creating efficient processes.

Determine what marketing and sales strategies work best to reach your goals with simple, customizable reporting and dashboards you can easily share across departments directly in Salesforce.

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How Can Full Circle Help You?

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Align Marketing and Sales Teams

When marketing sales are aligned, they work together to fill the top of the funnel and move prospects through the pipeline.

Full Circle keeps your data securely in Salesforce and provides an accurate, aligned view of the sales funnel, making it easy to understand what drives revenue.

Customize Dashboards and Attribution Models

Easily get the answers you need to reach your business goals and scale.

Full Circle helps you create dashboards and attribution models that strip away things you don’t care about so you can dig into data that matters and report on and optimize campaigns for maximum success.

Recall Historical Data and Anonymous Sessions

Learn from the past to inform the future – uncover previously unknown data to map the customer journey, build personas, plan campaigns, and easily create forecasts and funnels.

Full Circles gives you 360 views into campaigns, customers, and pipeline, so you can make informed decisions and sell more.

Scale Demand Gen Efforts

Build awareness and increase demand by understanding what makes your customers tick.

Full Circle measures the entire sales and marketing funnel so you can target the right audience and build effective marketing and demand gen campaigns that attract high- intent prospects.

Reporting and Dashboards

Bring Your Salesforce Data Full Circle

Integrate Data From Popular Ad Platforms
Export Data to Third-Party BI Tools
Ensure Data Security and Quality Through Native Salesforce Objects
Report on Leads, Contacts, and Opportunities in a Single Funnel*
Report on Funnel Stages, Conversion, and Velocity Metrics*

Generate Full Reporting for Planning, Optimizing, Evaluating, and Achieving Go-to-Market Processes*
Detailed Funnel Stages, Conversion Rates, and Velocity Metrics for Account-Based Marketing Programs**
Generate Full Reporting for Planning, Optimizing, Evaluating, and Achieving for ABM Programs**
Report on Movement of ABM Contacts and Unconverted Leads Through Funnels**
See How ABM Accounts Respond With Stage Influence Reporting as Well as Key Contact Engagement**

*Available on Performance Level
**Available on Enterprise Level

Make Targeted Marketing Decisions

Campaign Attribution Turns Marketing Data Into Your Most Powerful Tool – Determine Marketing ROI, Measure Campaign Impact, and Tell a Better Marketing Story

Salesforce Marketing and Sales Reporting Solution

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Salesforce Marketing and Sales Reporting Solution

Full Circle Insights works within your Salesforce instance, enabling a cleaner, clearer picture of your marketing and sales efforts. Get a detailed, custom view of KPIs that help you plan your marketing strategy and make informed decisions.

Truly Insightful Data

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Truly Insightful Data

Tell powerful stories backed by data. Full Circle gives you the tools to optimize campaigns, measure impact, and plan with intuitive reports and dashboards in Salesforce. You’ll have confidence in your data and complete alignment with other teams of what efforts create leads so you can scale faster.