5. Account-Based Marketing (ABM) Performance (if applicable)
Posted: Tue Jun 17, 2025 5:54 am
Cost & ROI
CPL by Channel: Identifying the most cost-efficient lead sources.
CAC by Channel: Understanding the true cost of acquiring a customer from each source.
Return on Ad Spend (ROAS): Revenue generated from ads / Ad spend (for paid lead channels).
5. Website & Content Engagement (for Inbound Leads)
Top Converting Landing Pages: Which pages are best at capturing leads.
Top Performing Lead Magnets/Content: E.g., most downloaded e-books, most viewed webinars, most used discount codes.
Bounce Rate on Lead Gen Pages: High bounce rate indicates a problem with the page design or targeting.
6. Customer Profile Insights (from Converted Leads)
Demographic Breakdown: Age, gender, location (if collected).
Popular Products/Services Among New Customers: What new customers are buying.
B2B Lead Generation Dashboard Template
A B2B dashboard emphasizes lead quality, account-level insights, and the progress of leads through a potentially long and complex sales cycle, often involving Account-Based Marketing (ABM) metrics.
Dashboard Title: B2B Lead Generation & Pipeline Health
1. Top-Level Performance Summary (Key Performance Indicators - KPIs)
Total Leads Generated: Current period vs. previous period/goal.
Marketing Qualified Leads (MQLs): Number of leads meeting MQL criteria.
Sales Qualified Leads (SQLs): Number of MQLs accepted by Sales.
Opportunity Win Rate: SQLs that become Closed-Won Opportunities.
Average Contract Value (ACV) / Average Deal Size (from won deals).
Lead-to-Opportunity Conversion Rate: MQLs that become Opportunities.
2. Lead Volume & Quality
Leads Generated by Day/Week/Month: Trend line, potentially segmented by MQL/SQL.
Lead Source Breakdown (Chart: Bar/Pie):
Content Downloads (Whitepapers, E-books)
Webinars/Events (Online & Offline)
Organic Search
Paid Search
LinkedIn (Organic & Paid)
Direct Outreach (Cold Email/Call)
Referrals
Partnerships
Lead Quality Score Distribution: A chart showing the distribution of lead scores, highlighting segments with high scores.
3. Funnel Progression & Conversion Rates
B2B Sales Funnel (Chart: Funnel):
Raw Leads
MQLs
SQLs
Sales Accepted Leads (SALs)
Opportunities
Customers (Closed-Won)
Conversion Rate between each stage: (e.g., Raw Lead to MQL Rate, MQL to SQL Rate, SQL to Opportunity Rate).
Average Time in Stage: How long leads spend in each funnel stage.
4. Cost & ROI per Lead/Account
Cost Per MQL/SQL: Total marketing spend / MQLs or SQLs.
Customer Acquisition Cost (CAC) for B2B: Total marketing and sales spend / Total New B2B Customers.
ROI by Lead Source: Which sources deliver the highest return on investment.
Target Account Engagement: Percentage of target accounts engaged (e.g., visited website, downloaded content, opened emails).
Number of Leads from Target Accounts: How many leads are being generated from specific high-value accounts.
Target Account Progression: How target accounts are moving through the sales funnel.
Intent Data Signals: Overview of companies showing high buying intent in your target segments.
6. Content & Campaign Effectiveness
Top Performing B2B Content Assets: Whitepapers, case studies, webinars, france whatsapp database blog posts that generate the most MQLs or SQLs.
Campaign Performance by Type: Success metrics for different campaign types (e.g., email nurturing, LinkedIn campaigns, virtual events).
Webinar Attendance & Engagement Rates.
7. Sales Handoff & Collaboration
MQLs Accepted/Rejected by Sales: Percentage of MQLs deemed valid by the sales team.
Reasons for MQL Rejection: Common reasons sales rejects leads (e.g., not enough budget, wrong industry, no decision-maker).
Sales Follow-up Rate: Percentage of SQLs that receive timely follow-up from sales.
General Dashboard Design Best Practices:
Keep it Clean and Focused: Avoid clutter. Each section should tell a clear story.
Visualizations are Key: Use charts (bar, pie, line, funnel) instead of just numbers for easy interpretation.
Interactivity (if possible): Allow users to filter by date range, lead source, region, etc.
Define Metrics Clearly: Ensure everyone understands what each metric represents.
Regular Updates: Dashboards should be updated frequently (daily, weekly, or monthly) to provide current insights.
Actionable Insights: The dashboard shouldn't just show data; it should help you answer "What should I do next?"
User-Centric: Design the dashboard for its primary users (e.g., marketing managers, sales leaders, executive team).
By implementing these template concepts, you can create powerful dashboards that provide clear visibility into your lead generation efforts for both B2C and B2B contexts, driving better performance and strategic decision-making.
CPL by Channel: Identifying the most cost-efficient lead sources.
CAC by Channel: Understanding the true cost of acquiring a customer from each source.
Return on Ad Spend (ROAS): Revenue generated from ads / Ad spend (for paid lead channels).
5. Website & Content Engagement (for Inbound Leads)
Top Converting Landing Pages: Which pages are best at capturing leads.
Top Performing Lead Magnets/Content: E.g., most downloaded e-books, most viewed webinars, most used discount codes.
Bounce Rate on Lead Gen Pages: High bounce rate indicates a problem with the page design or targeting.
6. Customer Profile Insights (from Converted Leads)
Demographic Breakdown: Age, gender, location (if collected).
Popular Products/Services Among New Customers: What new customers are buying.
B2B Lead Generation Dashboard Template
A B2B dashboard emphasizes lead quality, account-level insights, and the progress of leads through a potentially long and complex sales cycle, often involving Account-Based Marketing (ABM) metrics.
Dashboard Title: B2B Lead Generation & Pipeline Health
1. Top-Level Performance Summary (Key Performance Indicators - KPIs)
Total Leads Generated: Current period vs. previous period/goal.
Marketing Qualified Leads (MQLs): Number of leads meeting MQL criteria.
Sales Qualified Leads (SQLs): Number of MQLs accepted by Sales.
Opportunity Win Rate: SQLs that become Closed-Won Opportunities.
Average Contract Value (ACV) / Average Deal Size (from won deals).
Lead-to-Opportunity Conversion Rate: MQLs that become Opportunities.
2. Lead Volume & Quality
Leads Generated by Day/Week/Month: Trend line, potentially segmented by MQL/SQL.
Lead Source Breakdown (Chart: Bar/Pie):
Content Downloads (Whitepapers, E-books)
Webinars/Events (Online & Offline)
Organic Search
Paid Search
LinkedIn (Organic & Paid)
Direct Outreach (Cold Email/Call)
Referrals
Partnerships
Lead Quality Score Distribution: A chart showing the distribution of lead scores, highlighting segments with high scores.
3. Funnel Progression & Conversion Rates
B2B Sales Funnel (Chart: Funnel):
Raw Leads
MQLs
SQLs
Sales Accepted Leads (SALs)
Opportunities
Customers (Closed-Won)
Conversion Rate between each stage: (e.g., Raw Lead to MQL Rate, MQL to SQL Rate, SQL to Opportunity Rate).
Average Time in Stage: How long leads spend in each funnel stage.
4. Cost & ROI per Lead/Account
Cost Per MQL/SQL: Total marketing spend / MQLs or SQLs.
Customer Acquisition Cost (CAC) for B2B: Total marketing and sales spend / Total New B2B Customers.
ROI by Lead Source: Which sources deliver the highest return on investment.
Target Account Engagement: Percentage of target accounts engaged (e.g., visited website, downloaded content, opened emails).
Number of Leads from Target Accounts: How many leads are being generated from specific high-value accounts.
Target Account Progression: How target accounts are moving through the sales funnel.
Intent Data Signals: Overview of companies showing high buying intent in your target segments.
6. Content & Campaign Effectiveness
Top Performing B2B Content Assets: Whitepapers, case studies, webinars, france whatsapp database blog posts that generate the most MQLs or SQLs.
Campaign Performance by Type: Success metrics for different campaign types (e.g., email nurturing, LinkedIn campaigns, virtual events).
Webinar Attendance & Engagement Rates.
7. Sales Handoff & Collaboration
MQLs Accepted/Rejected by Sales: Percentage of MQLs deemed valid by the sales team.
Reasons for MQL Rejection: Common reasons sales rejects leads (e.g., not enough budget, wrong industry, no decision-maker).
Sales Follow-up Rate: Percentage of SQLs that receive timely follow-up from sales.
General Dashboard Design Best Practices:
Keep it Clean and Focused: Avoid clutter. Each section should tell a clear story.
Visualizations are Key: Use charts (bar, pie, line, funnel) instead of just numbers for easy interpretation.
Interactivity (if possible): Allow users to filter by date range, lead source, region, etc.
Define Metrics Clearly: Ensure everyone understands what each metric represents.
Regular Updates: Dashboards should be updated frequently (daily, weekly, or monthly) to provide current insights.
Actionable Insights: The dashboard shouldn't just show data; it should help you answer "What should I do next?"
User-Centric: Design the dashboard for its primary users (e.g., marketing managers, sales leaders, executive team).
By implementing these template concepts, you can create powerful dashboards that provide clear visibility into your lead generation efforts for both B2C and B2B contexts, driving better performance and strategic decision-making.