Now that you have launched your Playbooks and Campaigns it's time to measure the performance and business impact of your programs using the following RollWorks features and reports.
As a refresher, based on your use case how you measure success might look different. The most common ways to measure success based on our most common use cases are below.
Native RollWorks Reports & Features
| Feature Name | Description | Resources |
|---|---|---|
| Journey Stages | You will rely on Journey Stages to track your Account Progression throughout the buying journey. We always recommend adding a comparison date so it's easy to measure the progression over a set period of time. | Journey Stages guide |
| Revenue Impact Report | The purpose of the Revenue Impact Report is to help you understand, measure and articulate to your company how RollWorks account-based advertising helps your company generate revenue and improve your business outcomes and efficiency. | Revenue Impact Report |
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RollWorks Advertising Engagement Report
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The RollWorks Advertising Engagement Report measures the impact of your Account-Based strategy across multiple advertising and revenue performance metrics. This report aggregates data from your account targeting campaigns, your website campaigns and social campaigns launched in RollWorks | Advertising Engagement Report |
| Scheduled Reports |
Scheduled Reports are customizable reporting templates, inclusive of a variety of metrics that can be exported on-demand or scheduled to be emailed to different users on a regular basis. This includes the following reports: |
Scheduled Reports |
Salesforce Reports
The integration with Salesforce will sync advertising and identification RollWorks data to Salesforce on a daily basis. Upon the initial installation, 5 out-of-the-box reports will be automatically created for you. We suggest that you start by getting familiar with these default reports before you start customizing them or creating your own.
Customizable report that surfaces spend, impression, click, and conversion data for accounts targeted in RollWorks. This report will show any contacts with at least 1 impression in the last 90 days, grouped by Account Owner.
- Account Owner - The report is grouped by this field
- Account Name
- Account Website
- Account Ad Spend in the last 90 days
- Account Ad Impressions in the last 90 days
- Account Ad Clicks in the last 90 days
- Account Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to RollWorks)
- Account View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Account Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks Aggregated Data ID - click this hyperlink to see the RW record for a specific Account
The advertising metrics above are aggregated for each account for the last 90 days. For each RollWorks advertising metric above we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
- Account Name - The report is grouped by this field
- Contact Name, Contact Last Name
- Contact Title
- Contact Email
- Contact Ad Spend in the last 90 days
- Contact Ad Impressions in the last 90 days
- Contact Ad Clicks in the last 90 days
- Contact Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to RollWorks)
- Contact View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Contact Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks Aggregated Data ID - click this hyperlink to see the RW record for a specific Contact
The advertising metrics above are aggregated for each contact for the last 90 days. For each RollWorks advertising metric above we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
- Lead Name, Lead Last Name
- Lead Title
- Lead Email
- Ad Spend in the last 90 days
- Ad Impressions in the last 90 days
- Ad Clicks in the last 90 days
- Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to RollWorks)
- View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks Aggregated Data ID - click this hyperlink to see the RW record for a specific Lead
The advertising metrics above are aggregated for each lead for the last 90 days. For each RollWorks advertising metric above we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
In addition to the 5 out-the-box reports your CRM admin can build custom reports for you. Share the resources below with your CRM Admin:
| Resource | Description | How to |
|---|---|---|
| Data is available in Salesforce custom objects to build custom reports |
RollWorks will automatically create custom objects and custom fields in your Salesforce instance to write advertising and identification data. The custom objects and custom fields containing RollWorks data are linked directly to your Account, Contact, and Lead records in Salesforce. |
RollWorks data available in Salesforce custom objects |
HubSpot Reports
The integration with HubSpot enables you to view advertising performance and ad-influenced revenue directly in HubSpot to measure the impact of your ABM program.
You will have the ability to create reports and dashboards in HubSpot using our step-by-step instructions or your own requirements. This article includes all RollWorks data fields synced to HubSpot properties.
Your CRM Admin must create reports from scratch
Upon completing the HubSpot integration with RollWorks, reports and dashboards are not automatically created. Contact your CRM administrator to create and share the reports in this article with your team.
| Dashboards recommended | Reports recommended | How to use them |
|---|---|---|
| RollWorks Account Engagement Dashboard |
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Use RollWorks data to understand how the Companies in your HubSpot CRM are engaging with your site, and your ads. Understand how Companies are progressing down the funnel with Journey Stages and how they fit your Ideal Customer Profile. |
| RollWorks Revenue Impact Dashboard |
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Use RollWorks data to understand how your paid media spend is driving your sales pipeline. See the number of ad impressions served for each Deal stage of your sales pipeline, and understand what pipeline conversions have helped drive closed Won deals. |