Onboarding: Measuring Impact

After completing any "Tactics" within the Goals of Advertising, you’ll see a new section appear on your Home Page titled “Running Campaigns”. This section can act as your command center for understanding the number of active campaigns on each channel, and where you need to go to understand their impact.





Journey Stages

Track the progression of the accounts in your Account Lists through their buying journey from unaware to deal closed won.

Journey Stages guide

Salesforce reports

Use out-of-the-box reports in Salesforce or customize your own.

Salesforce reporting guide

HubSpot reports


Create your own custom reports in HubSpot following these instructions.

HubSpot reportsing guide

Playbook Performance Details

Understand account-based metrics such as accounts reached/visited/engaged, and the number of unique visitors/page views.

Measuring Playbook Performance

Campaign Performance Details

Understand efficiency media metrics such as CPM, CTR, CPC.

Campaigns Summary Page Guide

Account-Based Advertising Report

Understand account-based metrics across all of your advertising campaigns such as accounts reached, accounts visited, accounts engaged, number of unique visitors, unique page views, and influenced opportunities.

Understand your Account-Based Advertising Report

Scheduled Reports


Revenue Impact Report COMING SOON

Hot Accounts

Identify uncaptured demand by exporting a list of in-market accounts you may not be engaging sorted by accounts not targeted, missing in your CRM, and without any sales activity.

Hot Accounts guide

Website Analytics

Account-based view of your website activity within the RollWorks platform.

Website Analytics guide


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