ACCOUNT-BASED MARKETING (ABM) REPORTING TEMPLATE
Streamline assessment of account-specific campaigns using this ABM reporting template. Gain insights into campaign performance through the ABM scorecard and explore detailed metrics for target account profitability. Enter data in the Funnel Progression section to observe customer movement through sales steps and analyze TAL Pipeline for potential sales. This template equips marketing teams to measure the effectiveness of their ABM initiatives, focusing on converting leads into actual sales effectively.
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Presentation Transcript
ACCOUNT-BASED MARKETING (ABM) REPORTING TEMPLATE Streamline the assessment of account-specific campaigns with this ABM reporting template. Simply fill in the template s ABM scorecard to get a high-level view of campaign performance. Then delve into the finer details of your target account list's profitability with specific metrics. Enter account-specific data into the Funnel Progression section, where you can see how customers move through sales steps, and TAL Pipeline, which shows potential sales. This template helps marketing teams clearly understand and measure the success of their ABM efforts by tracking how well they're doing in turning potential leads into actual sales.
ABM Scorecard Time Frame Represented FUNNEL PROGRESSION TOTAL ACCOUNTS ENGAGED ACCOUNTS OPPORTUNITY ACCOUNTS WON PIPELINE CREATED REVENUE WON REVENUE PER ACCOUNT VELOCITY ACCOUNTS # # / % # / % # / % $ $ $ # of Days Segment 1 Segment 2 Segment 3 Segment 4 Segment 5 Segment 6
Ultimate Acquisition ABM Metrics Time Frame Represented TARGET ACCOUNT LIST TAL METRIC GOAL ACTUAL DESCRIPTION TAL Opportunities Total opportunities generated from TAL TAL Pipeline Total pipeline generated from TAL TAL Pipeline Value Dollar value of net new opportunities generated Average speed at which an account moves through the pipeline to generate revenue TAL Sales Velocity TAL Close Rate Rate at which open deals are converting to won TAL Average Contract Value Average contract value of all deals TAL Revenue Total revenue earned on all accounts TAL Average Recurring Revenue (ARR) Total revenue recurring from accounts
Ultimate Retention ABM Metrics Time Frame Represented METRIC GOAL ACTUAL DESCRIPTION Rate at which customers stop doing business with you Customer Churn Percentage of revenue lost from existing customers in a given time period Revenue Churn Net Promoter Score (NPS) Quantitative measure of general satisfaction and brand loyalty Retention Rate Ratio of customers that return to do business Customer Lifetime Value (CLV) Measure of how much revenue is generated by a single customer over time
Ultimate Expansion ABM Metrics Time Frame Represented METRIC GOAL ACTUAL DESCRIPTION Upsell Opportunities Total opportunities generated for upsell Customer TAL Upsell Contract Value Average contract value of all upsell deals Customer TAL Upsell Win Rate Number of TAL upsell deals closed Customer TAL Upsell Sales Cycle Length Average length of time it takes to move an upsell deal through to close
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