Below are the descriptions of the various dimensions of the lead entity. These dimensions are available in all three BI widgets of the Marketing Performance module, as listed below:
BI - Bar Chart
BI - Trend Chart
BI - Cross Table
Lead Entity Dimensions
Please note that:
The quarters are based on the calendar config.
‘Funnel' refers to the RevSure funnel
Dimension/Metric | Definition |
Lead Status 2 | Status value from the 2nd status column mapped from the source system (optional) |
Company Size Bucket | Account’s company-size bucket |
RevSure Lead Original Source | This is the first channel that has touched a lead/opp |
Lead LinkedIn Touched | If a lead has engaged with any LinkedIn campaign in its journey, then this value is ‘true’. Else, it is ‘false’. |
RevSure Funnel Previous Status | The previous stage that the lead belonged to in the RevSure funnel |
Lead Last Gtm Activity Name | Name of the last GTM activity associated with a lead |
RevSure Funnel Entered Stage | The stage at which the lead entered the Revsure funnel |
Lead With Open Opportunity | This is 'True' if the lead is associated with an open opportunity. Else, it is 'False'. |
Lead First Touch Campaign Type | The type of the first campaign that a lead touched |
Lead Create Date Quarter Year | The quarter and year in which the lead is created. It is in the format of QQ-YYYY. |
First Activity | The first activity associated with the lead |
Lead First URL | The first webpage visit associated with a lead (all time) |
Lead Last Gtm Contact Activity Name | Name of the last GTM contact activity associated with a lead |
Account Last Activity Name | Name of the latest activity across all leads associated with an account |
Lead Last Contact Activity Name | Name of the newest contact activity associated with a lead |
Pipeline Conversion Probability Overall Bucket | The bucket name is based on the pipeline conversion probability (High/Medium/Low) |
Lead With No Engagements Within Last 30 Days | This is 'True' if the lead had no engagements in the last 30 days. Else, it is 'False'. |
Lead Num Activities Bucket | A bucket based on the number of activities associated with a lead. E.g., 1-5, 5-10, 10+, etc. |
Lead Sales Region | The sales region in which the lead was generated |
Lead First Gtm Contact Activity Contact Name | The name of a lead who performed the first GTM contact activity |
Lead Last Activity | Name of the last activity performed by a lead |
Lead Channel | The channel through which a lead was created |
Lead Unique Campaign Sequence | This contains a list of all unique campaigns in the order of their first touch |
Latest Opportunity Close Date Quarter | The latest value of the close date quarter associated with an opportunity. It is in the format of QQ. The quarters are based on the calendar config. |
Lead With No Engagements Within Last 7 Days | This is 'True' if the lead had no engagements in the last 7 days. Else, it is 'False'. |
Lead Recent UTM Term | The latest UTM term parameter associated with a lead |
Lead Last Touch Campaign Source System | Name of the source system based on the lead's last touch campaign |
Region | Account’s region |
Funnel Entrypoint | The stage where the lead/opp entered the funnel |
Lead Recent UTM Content | Latest UTM content parameter associated with a lead |
Lead First Activity Contact Name | Name of the contact associated with the first activity of a lead |
Lead With Engagements | This is 'True' if the lead has any engagement(s) associated with it. Else, it is 'False'. |
Latest Opportunity Stage | The latest stage of an opportunity |
Created Stage Quarter Year | As a lead progresses through the various stages of the RevSure funnel, the quarter and year when a lead enters any stage for the first time are stored in this data dimension. It is in the format of QQ-YYYY. |
Lead Started As Visitor | This is 'True' if the lead started as a visitor before becoming a lead in the funnel. Else, it is 'False'. |
RevSure Funnel Entered Status | Status of a lead from the source system when it entered the RevSure funnel for the first time. |
Lead Meta Touched | If a lead has engaged with any Meta (Facebook) campaign in its journey, then this value is ‘true’. Else, it is ‘false’. |
Lead First Gtm Contact Activity Name | Name of the first GTM contact activity associated with a lead |
Booking Conversion Probability Overall Bucket | The bucket name is based on the booking conversion probability (High/Medium/Low) |
Lead First Activity Name | The name of the first activity associated with a lead |
Lead First Gtm Activity Name | The name of the first GTM activity associated with a lead |
Lead Last Activity Contact Name | Name of the contact associated with the latest activity of a lead |
Account Last GTM Contact Activity Contact Name | Name of the contact for the latest GTM contact activity across all leads associated with an account |
Account First Activity Contact Name | Name of the contact who performed the first activity across all leads associated with an account |
Account Last GTM contact Activity Owner Name | Name of the owner who performed the latest GTM contact activity across all leads associated with an account |
RevSure Funnel Entered Stage ID | Unique ID of the stage where the lead first entered the RevSure funnel |
Lead Last Activity Name | Name of the latest activity associated with a lead |
RevSure Lead Latest Source | The latest channel from which the lead was generated |
Lead Last Touch Channel | The channel associated with a lead's last campaign touch |
Lead First Touch Campaign Source System | The source system associated with a lead's first touch (for a campaign) |
Lead Google Touched | If a lead has engaged with any Google campaign in its journey, then this value is ‘true’. Else, it is ‘false’. |
Metric Entity Type | Type of the entity in the RevSure data model (Lead/Opportunity/Account/Internal user) |
Lead With Closed-won Opportunity | If a lead is associated with an opportunity that has reached the closed-won stage, then this value is 'true'. Else, it is 'false'. |
Lead Last Touch Campaign Type | The type of the latest campaign that a lead touched |
Lead First Contact Activity Name | The name of the first contact activity associated with a lead |
Lead With Opportunity | If a lead is associated with an opportunity, then this value is 'true'. Else, it is 'false'. |
Account Last Activity Contact Name | Contact name of the lead who performed the last/latest activity among all the leads associated with an account |
Lead First Campaign Touch Type | This is the type of campaign that was a lead’s first campaign touch in its journey |
Current Status | The current status of a lead from the source system |
Lead Last Gtm Contact Activity Contact Name | Name of the contact for the latest GTM contact activity of a lead |
Lead With Activities | If a lead has at least 1 activity associated with it, then this value is 'true'. Else, it is 'false'. |
RevSure Account Latest Source | The campaign type that generated the latest lead associated with an account |
Account Current Activity Stage Group | The RevSure stage group for the latest activity across all leads of an account |
Lead Unique Campaign Sequence Till Stage | List of unique campaign touches in a lead’s journey till it entered the current stage |
Account Unique Campaign Sequence | List of unique campaign touches across all the leads for an account |
Lead Num Campaigns Bucket | Buckets for leads based on the number of campaigns they have touched |
Pipeline Creation Quarter Year | It is the quarter and year when the pipeline was first created. It is in the format QQ-YYYY. |
Lead Original UTM Source | The original UTM source for a lead |
Lead Recent UTM Source | The most recent UTM source for a lead |
Visitor First UTM Content | The first content that a visitor was exposed to |
Lead First URL | The first URL associated with a lead |
Lead Last URL | The latest URL associated with a lead |
Lead Grade | Grade of a lead from the source system |
Account First Activity Name | Name of the first activity across all leads of an account |
Lead Last Campaign Touch Type | The type of campaign that was the last touchpoint for a lead |
Latest Opportunity Close Date Quarter Year | The latest value of the close date (quarter and year) associated with an opportunity. It is in the format of QQ-YYYY. |
Funnel Lead Source | It is the channel that generated a lead in the funnel |
Lead Sources | The source system associated with a lead |
Lead Entrypoint Stage | The state from the source system that was recorded when a lead entered the funnel |
Lead Last GTM Contact Activity Owner Name | Name of the contact/owner who performed the latest GTM contact for a lead |
Previous Stage Label | The name/label of the stage from which a lead moved to the current stage |
Lead Conversion Tracking ID | Unique ID to track the lead conversions mapped to the source system |