Help Center / Reports / Reports

All about: Reports Overview

Reports are the go-to for determining how well your campaigns and all their variables (audiences, offers, ads) are performing on Metadata and impacting leads.

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Metadata offers versatile reporting options so you can quickly isolate the information you need to drive decisions and inform stakeholders:

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  • Accounts Funnel: See your total campaign impact on company accounts you've reached, engaged, converted, qualified, and influenced or triggered opportunities for, plus any that resulted in a closed-won.
  • Multivariate Performance: Determine what works and what doesn't with performance stats by audiences, keywords, offers, experiments, channels, creatives, account lists, website engagement, and Google assets.
  • Cohort Analysis: Compare the performance of your campaigns in a weekly, monthly, or quarterly view to see changes in the KPIs most critical to your org, like reducing CPL while generating more MQLs.
  • Opportunities: Capture all opportunities you influenced and the converted leads associated with the opportunity. Plus, customize your attribution model to ensure it fits exactly to your org.
  • Geographic Performance: Understand your campaign performance by region and country.

It's also where you can manage your Sales Alerts and Mutual Success Plan.

All Reports are customizable, use columns to create a default view with the information most important to you and filter settings to get specific on what you're seeing:

Tip: Read Best practices: Customize Cohort Analysis Views for a step-by-step on customizing the Cohort Analysis Report.

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Accounts Funnel

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The Accounts Funnel Report looks at your total impact across Accounts from all campaigns launched through Metadata.

  • Reached accounts: Accounts that have viewed your ads (impressions).
  • Engaged accounts: Accounts that have clicked your ads (clicks).
  • Converted Accounts: Accounts that have submitted your lead gen forms (conversions).
  • Qualified Accounts: Accounts that have reached the MQL stage.
  • Opps Accounts: Accounts that have generated triggered or influenced opportunities.
  • Won accounts: Accounts with opportunities that have been marked as closed / won

Multivariate Performance

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The Multivariate Performance Report allows you to review performance by a specific variable: audiences, ads, keywords, offers, experiments, channels, account lists, creatives, Google assets, and web engagement.

Cohort Analysis

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The Cohort Analysis Report tracks overall performance quarter-over-quarter, month-over-month or week-over-week.

Opportunities

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The Opportunities Report includes:

  • Opps Summary: Number of opportunities generated by type (eg, influenced, triggered).
  • Opps by Name: List of generated opportunities.
  • Opps by Account: List of accounts that have generated opportunities.

Geographic Performance 

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The Geographic Performance Report identifies your best performing countries and regions (eg, North America, Europe etc).