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Marketing ROI/ROAS dashboard

Available with Product:
Marketing Automation

Discover how to identify where you get the highest Return On Ad Spend (ROAS) across different platforms, and find out where to send your traffic to boost conversions and ROI. To access this dashboard, you either need a Marketing Automation or Insights Product.

  1. Click Analytics → Upsales Insights:

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  2. Click Dashboards, scroll and click Marketing ROI / ROAS:

    dashboards.png

  3. You can view a summary of your conversion lead funnel:

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  4. You'll find multiple dimensions for you to click and define:

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  5. These include the UTM source:

    utm.png

  6. Use this to measure and compare performances of ads and campaigns that have been UTM tagged:

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  7. After clicking a dimension you can go even more granular with filters by clicking the dropdown:

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  8. There are also multiple landing page form dimensions, to find out which of your forms created in Upsales are generating your biggest orders:

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  9. The results will likely show high intent forms relating to ROI as the top revenue generators (for example, forms that offer demo bookings or pricing requests), and display low intent forms (for example, forms relating to viewing content where ROI can't be as easily tracked) as having a lower impact on revenue:

    unnamed (6).png
     
  10. To help organise your forms, you can add form labels for easier analysis.
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