Key KPIs for Tracking Business Success

Broken down by channel, campaign, and where possible by lead quality tier. For B2B SaaS with a sales team. How much competent pipeline did efficiency marketing create this month, and at what cost per opportunity? CTR, hook rate (for video), conversion rate by creative. Which concepts are winning, which are fatiguing.

A firm that surfaces vanity metricsimpressions, follower growth, natural reachwithout the business-level metrics above is obscuring more than they're revealing. The tool matters less than the underlying data quality, however these are the most common reporting platforms you'll encounter.

Flexible for custom dashboards. Limitations: no real-time data blending, restricted cross-platform attribution. Mostly for e-commerce. Mixes Shopify earnings with advertisement platform data to provide a clearer attribution picture. Provides pixel-level tracking and cohort analysis. Multi-touch attribution platform with cross-channel blending. More accurate than platform-native attribution. Needs a setup period. Similar to Northbeam.

Online Website Marketing

Useful when HubSpot is the CRM. Attribution is restricted to HubSpot-tracked touchpoints, which can undercount paid impact. Some agencies build proprietary dashboards that surface their preferred metrics. These can be outstanding or misleading depending upon what's included. When assessing companies, ask which tool they utilize, who owns the information (you or the agency), and what takes place to your reporting access if you terminate the engagement.