Revenue Impact Report - Now Launched!

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The Revenue Impact Report shows how your CRM data - new leads, opportunities, campaign performance - ties back to what marketing is doing. This redesign uses your actual CRM fields instead of assuming defaults, so the numbers reflect how your CRM is really set up.

Why this matters: A report that assumes generic field names instead of your CRM's actual fields can quietly misreport revenue, lead source, or campaign performance. Custom field mapping means the report speaks your CRM's language instead of a generic one.
This report is available for customers using one of the following CRM integrations through Act-On's Connectors page: Salesforce, Microsoft Dynamics, SugarCRM, and Zendesk. It does not currently support Netsuite CRM-connected data - customers using Netsuite CRM remain on the legacy version.

What's Changing

Act-On has redesigned the Revenue Impact Report experience for customers with a native CRM integration. The report utilizes customer CRM data to provide insights into new lead generation, opportunities, and campaign performance.

Users will now be able to map custom fields from their CRM to the Revenue Impact Report, providing more accurate data. The report will pull from the fields used in the CRM rather than assuming default values. Default fields will be used if custom mapping is not needed.

Key indicators for top industry, region, and market size have been added as well as total revenue numbers, top lead source, top campaign source, and others. This is all to provide customers with actionable information faster.

Act-On has enabled a new date picker that will allow customers to view the specific time spans for which they want to see activity. There are also improved visualizations to make the data easier to view and understand.

When

Mid-May, 2023.

Customer Impact

Beta testing started with customers using supported native CRM integrations, followed by general availability for all other customers with supported native CRM integrations in mid-May 2023. The report displays the default field mappings from your CRM to Act-On. For custom field mapping, navigate to Settings > Data Management > Report Mapping.

What's Next

To map your own CRM fields to the report, go to Settings > Data Management > Report Mapping.

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