On the Influence Tab within the Insights section, you can see Revenue influenced through gifting, broken down by campaign, team and sender. 

Influence insights

📈 What impact is my gifting having?

See impact overall and by Reachdesk campaign, team and sender. Note: Scroll the page to the left to see more information on the tables.

   🔎 If you click on the 'Show More & Filters' option under each section, it will expand and display an option on the side to filter the data for easier analysis.

📈 What close rate do we achieve when gifting is applied?

Review an overview of open, closed won and lost deals where gifting has been used and compare these figures to your typical close rate

📈 What return on investment do I get from every dollar I spend on gifting?

Understand how much closed won revenue has been influenced with gifting and see a prediction of further ROI should open deals close according to the current close rate

Insights Glossary

Below are the key metrics used across the Insights and Attribution dashboards.

📊 Engagement & Spend Metrics

Gifts Redeemed
The number of gifts that have been successfully redeemed (claimed) by recipients.

Total Spend
The total amount charged for all redeemed gifts.

📊  Opportunity Creation Metrics

Opportunities Created
The number of new opportunities created and linked to a recipient within the defined attribution window (default: 3 months after a gift is redeemed). This window can be adjusted in Integration Settings.

Pipeline Generated
The total value of the opportunities created and linked to a recipient within the same attribution window.

Pipeline ROI
A measure of return on investment for pipeline created from gifting.
Formula: (Pipeline Generated – Total Gift Spend Used to Generate That Pipeline) ÷ Total Gift Spend Used to Generate That Pipeline

📊  Influence Metrics

Influenced Opportunities
The number of opportunities where at least one associated recipient has received a gift at any point during the deal lifecycle.

Influenced Revenue
The total value of closed-won opportunities where recipients redeemed gifts throughout the deal lifecycle.

📊 Revenue & ROI Metrics

ROI (Closed-Won ROI)
Measures the return on gifting based on closed-won revenue.
Formula: (Closed-Won Opportunity Value Influenced by Gifting – Total Redeemed Gift Costs) ÷ Total Redeemed Gift Costs

Potential Revenue
The total value of open opportunities where at least one recipient has redeemed a gift during the deal cycle.

📊  Performance Metrics

Win/Loss Rate
The percentage of closed-won opportunities, based on the ratio of won vs. lost opportunities where recipients redeemed gifts.

Potential ROI

A projection of expected ROI by combining closed-won performance and open opportunity value.
Formula: (Closed-Won Revenue Influenced by Gifting + (Open Opportunity Value Influenced by Gifting × Historic Win/Loss Rate) – Total Redeemed Gift Costs) ÷ Total Redeemed Gift Costs

• Calculation Methodology

Reachdesk gifts are sent to recipients stored as contacts in Salesforce. Reachdesk looks to see if that contact is linked to Opportunity. For more details on how this connection works visit this article.

Influenced Opps - If, on the day the gift is redeemed the contact is attached to a open opportunity, the deal will be included and tracked as an opportunity influenced by Reachdesk. Should the deal then move to close won, the deal amount will be included as Reachdesk influenced revenue.

• Edge case

Sometimes contacts are attached to one or more opportunities. The deal value of any opportunities that are open at the time of the gift being redeemed will be included within influenced opportunities.

• Prospecting

Sometimes contacts are not connected to any opportunities when sent a gift. If prospect subsequently become attached to a opportunity post receiving a gift within 90 days - the opp will be counted a pipeline that Reachdesk helped to create and progression of that opportunity will be tracked. This time window can be adjusted according to your preference by contacting your CSM.