Platform capabilities

Pipeline Analytics & Forecasting

Create a single source of truth for pipeline performance with a dashboard that connects marketing spend to business outcomes.

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pipeline analytics & Forecasting DASHBOARD

Measure, analyze & forecast pipeline impact in a single dashboard

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PIPELINE SUMMARY

Understand the impact of marketing on new leads and sales

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Pipeline by geography

Identify potential market opportunities by region

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PIPELINE FORECASTER

Understand how much you need to spend to hit your sales targets

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PIPELINE DATA MAPPING & INTEGRATION

Define your own pipeline stages and business objectives

However you define a lead or sale and however you break down the stages in your pipeline, our dashboards can be configured to give you a holistic look at marketing performance and ROI.

Web leads & transactions

ChannelMix connects your marketing and media data with the ChannelMix Conversion metric to measure web-driven lead volume and ROI.

CRM Leads & Sales

Integrate your marketing, media and web analytics data with data from your CRM to understand marketing’s impact on customer acquisition and sales.

gatesman agency analytics

How Gatesman Proves Performance with Cross-Channel Marketing Analytics

“We've rolled out this more efficient and effective dashboarding solution to many of our clients, who’ve just been thrilled. It’s really my dream come true."

READ CASE STUDY >>

How Gatesman Proves Performance with Cross-Channel Marketing Analytics

“We've rolled out this more efficient and effective dashboarding solution to many of our clients, who’ve just been thrilled. It’s really my dream come true."

READ CASE STUDY >>

ChannelMix makes marketing time and spend more efficient. It has been a great tool for reporting upward with executives and proving out the value of marketing.

TRACY H, VP OF MARKETING

Read ChannelMix reviews on G2

You don’t have to wrestle with your data anymore. Our team does the hard work of connecting and unifying your cross-channel data so it’s ready and waiting for you.

SETH BISHOP, DATA SUPPORT MANAGER

sales and marketing pipeline single source of truth

A single source of truth for your entire sales and marketing ecosystem

ChannelMix bridges the gap between marketing and sales platforms, unifying performance data across platforms and CRMs into comprehensive datasets that are updated automatically every day. 

Assess sales and marketing performance in one holistic pipeline

Analyze your sales and marketing pipeline across all stages—from spend all the way to customer acquisition.

calculate future performance based on budget and revenue goals
calculate future performance based on budget and revenue goals

Assess sales and marketing performance in one holistic pipeline

Analyze your sales and marketing pipeline across all stages—from spend all the way to customer acquisition.

historical marketing and sales data to forecast performance

Leverage years of historical marketing and sales data to forecast performance

Set a baseline to build your forecast on, using historical performance data from your entire sales and marketing ecosystem. Choose a timeframe that most accurately reflects your upcoming campaign.

Calculate pipeline targets based on budget and acquisition goals

What KPI do you want to focus on — impressions, leads, customers? Input your goal into the calculator to see what it will take to hit that target. 

calculate future performance based on budget and revenue goals
pipeline forecasting calculator

Calculate pipeline targets based on budget and acquisition goals

What KPI do you want to focus on — impressions, leads, customers? Input your goal into the calculator to see what it will take to hit that target. 

pipeline forecast vs. actual forecast

Track progress toward goals in real time

As actual results roll in, the forecast trendline will update to reflect the progress of your campaign.

Run different pipeline scenarios before you invest time and resources

See how different levels of spend impact results at every stage of the funnel with ChannelMix’s forecasting calculator, built into our turnkey dashboards for Tableau and Power BI.

pipeline forecasting scenario summary
pipeline forecasting scenario summary

Run different pipeline scenarios before you invest time and resources

See how different levels of spend impact results at every stage of the funnel with ChannelMix’s forecasting calculator, built into our turnkey dashboards for Tableau and Power BI.

automated reporting and data workflow

Turn siloed data into cross-channel insight

Data Tracking

With ChannelMix Conversion Tracking and Conversion ID, ChannelMix can track specific conversion events and connect them to marketing campaigns and client information in your CRM.

Data Aggregation

ChannelMix automatically aggregates data from your CRM and all your marketing and media sources in one place.

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Data Unification

All your data is mapped into unified OneView datasets that create a holistic view of your entire marketing and sales pipeline, with the power to drill down by campaign, channel, data source and other levels of granularity.
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Data Visualization

Analyze performance across your pipeline with an easy-to-use dashboard that breaks down results at each stage, so you can have data-driven conversations about marketing's impact on the business.
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RESOURCES

More on pipeline analytics

ChannelMix

eBook: How to Fix Your Marketing Funnel with Analytics

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Lead Gen 101: Want Better Lead Quality? Use Between-the-Box KPIs

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Marketing Drives Lead Generation. These KPIs Help Prove It.

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ChannelMix

Marketing Reporting 101: Strategy, Best Practices and Examples

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eBook: Marketer’s Guide to Multi-Channel Campaign Analytics & Reporting

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Matt Hertig

Sharing Is Caring: How to Bust the Data Silo Mentality in Marketing

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Previous: Campaign pacing & performance

View performance across channels, you’re ready to pace your campaigns against goals and budgets.
Go to Campaign Pacing

Next: Multi-touch attribution

Once you have a complete view of your entire pipeline, it’s time to determine how each marketing channel contributes to conversions and other touchpoints.

Go to Multi-Touch Attribution

Request a Solution Demo

Our team is standing by to help you design and evaluate your marketing analytics solution. It starts with a 30-minute solution demo.