A template in Revsure AI is like a ready-made blueprint or guide that helps marketing and sales teams quickly build clear, insightful reports and dashboards. Instead of starting from scratch every time, teams can use these templates to easily visualize important information about their campaigns, sales funnels, or pipeline progress.
Think of it as having a helpful starting point, which you can customize based on your specific needs—adding widgets, adjusting layouts, or tracking particular metrics. Templates make it straightforward for different teams or individuals to see exactly the data that's most relevant to them, helping everyone stay informed without extra hassle. Plus, these dashboards can automatically update and even send regular summaries directly to your inbox, saving time and keeping everyone aligned.
We have created a list of templates that can be used by the users to improve their efficiency and utilise many hours crafting those dashboards:
Template Name | Description | Module |
|---|---|---|
Marketing & Attribution | This template allows you to gain an overall view of the marketing performance and attribution. You can also look at the performance of your funnel, deep dive into stages, understand channel ROI, channel effectiveness, channel contribution by stages, funnel conversion attribution by stages, and the paths taken by leads in various stage conversions. | Marketing Performance |
Pipeline Health | This template allows you to understand the health of your pipeline. It provides a summary of your pipeline metrics like “Pipeline Value”, “Win Rate Till Date”, “Age”, and others. You could also look at what factors affect a win rate (positive & negative both), a breakdown of the pipeline into various stages, and the composition of the sources that make up the pipeline, split into various trending metrics. | Marketing Performance |
Offline, Virtual Events and Webinars | This template allows you to see the impact of offline, virtual events, and webinars on a campaign level. You can understand how many leads, opportunities, and value each of the particular campaign types has generated. To deep dive into the impact of events, one can also see a “Lift Analysis” across stages to better understand the impact. | Marketing Performance |
ABM View | This template allows you to see an account-based view of your marketing efforts. You can build an understanding of account trends and their engagements across different time ranges, see a summarised view of important metrics like “# of Open Accounts”, “# of Open Accounts with activities”, etc. Using the template, you can also visualise the journey across their engagements and also understand what accounts to prioritise as per their booking and pipeline propensity. | Marketing Performance |
Digital Marketing and De-anonymization | This template allows you to understand your digital marketing performance and the influence of marketing on accounts, including de-anonymised data. Here, you can see a breakdown of your channel performance, accounts, and leads to be prioritised based on propensities, the journey of visitors, and a detailed view of deanonymised accounts in various campaigns. | Marketing Performance |
6Sense - RevSure De-anonymization | This template allows you to see an account and person-level view of accounts de-anonymised based on propensity by Revsure and 6sense platforms. | Marketing Performance |
Funnel Performance | This template allows you to build a deep understanding of your funnel performance. You can see the summarised view of Funnel Health Metrics, split by region and first touch, and a view of the open funnel. You can also see a stage-wise conversion, a conversion summary across stages, and an analytical view of your cohort. | Marketing Performance |
Marketing Performance Dashboard | This template allows you to build a deeper understanding of your marketing efforts across various marketing types like “Non-CSM”,” Big Deal” , and ”Customer Hub”. You can also see what marketing efforts led to MQLs and understand how accounts are performing with respect to their booking propensity. | Marketing Performance |