Marketing and Sales Funnel Dashboard

Teams That Use This Dashboard

Marketing
Sales
Executive

What Is Measured

  • Impressions and clicks from ads
  • Inbound leads created & their source
  • New trials started
  • Seats created—current and forecasted
  • Open opportunities
  • Win/loss rate
  • Opportunity status
  • Close Dates

How It Helps Growth

  • Helps Sococo to easily identify weak areas of their funnel
  • Gives the company the information they need to predict sales outcomes
  • Holds sales accountable to how they handle opportunities
The Need to Understand Their Marketing and Sales Funnel

The Need to Understand Their Marketing and Sales Funnel

Every business is focused on optimizing their funnel, especially growth-focused companies like Sococo who need to understand what leads to a closed/won deal. Getting a complete view of their customer’s journey would be crucial to answering Sococo’s questions about sales performance, where prospects were getting lost, and where they could start making improvements to conversion rates. So with the help of his VP of Marketing and Kyle Garrett, who runs Sococo’s Sales and Marketing operations, the CEO began mapping their entire sales and marketing funnel.

How Sococo Built Their Marketing and Sales Funnel Dashboard

“The CEO and VP of marketing reverse engineered the funnel—trying to determine that if we wanted X paying customers, how many opportunities do we have to close, how many opportunities do we have to create to do that, and then how many leads do we need to come in? And they actually worked that exercise all the way back to impressions,” says Kyle Garrett, who runs Sococo’s marketing and sales ops.


They then identified KPIs for each stage including ad impressions, new lead and trial information, opportunity pipeline data, and the number of new seats created. Garrett was then tasked with creating a marketing and sales funnel dashboard that would allow the company to closely monitor each stage in the funnel.

How Sococo Built Their Marketing and Sales Funnel Dashboard
How Sococo’s Marketing and Sales Funnel Dashboard Helps Them Grow

How Sococo’s Marketing and Sales Funnel Dashboard Helps Them Grow

Many companies track their sales and marketing funnels, but the KPIs are often spread across dashboards which can lead to the loss of important insights, like understanding weak points and how they affect conversions downstream.

By tracking their funnel in one place, Sococo has been able to expand their understanding of what customers are experiencing, determine when conversion issues arise, and fix inefficiencies quickly.


As Sococo has continued to use their Marketing and Sales Funnel Dashboard, they have added metrics that monitor how opportunities are being handled and have dug deeper into their inbound funnel conversion rates—leading to a better customer experience from start to finish and faster growth for the company.

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